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Task guide

Build a multi-building or portfolio document

Package several buildings, parcels, or locations into one OM or teaser, with each property on the map and in the order buyers should see them.

10 to 30 minutes depending on property countFor brokers marketing multiple buildings, parcels, or locations in one Offering Memorandum or Sales TeaserIntermediateLast verified October 5, 2026

Outcome

Your document is set up as a campus or portfolio, with one mapped record per building or parcel in the right order.

Navigation path

Create New > Offering Memorandum or Sales Teaser > Multiple Properties > Buildings & Properties

Access

Offering Memorandum or Sales Teaser creation access

On this page

Before you start

Data, sources, and access to prepare

  • An Offering Memorandum or Sales Teaser
  • A list of all buildings, parcels, or separate locations
  • Address and primary use for each record

Choose the structure by geography

Multiple-property structure

The relationship among the assets determines campus versus portfolio behavior and wording.

  • Multiple PropertiesMulti-Building / AssemblageSame site
  • Multiple PropertiesPortfolioSeparate sites
  • Multi-Building / AssemblageBuilding Records
  • PortfolioBuilding Records
  • Building RecordsCombined Document

Multi-Building / Assemblage

Use when
The records form one site or one combined asset
Typical examples
Office park, apartment complex, mixed-use development, contiguous land parcels
Output framing
Building, Parcel, or Property summary with Total

Portfolio

Use when
The assets are separate holdings or locations
Typical examples
Shopping centers across a metro, scattered land, multi-state portfolio
Output framing
Portfolio summary with Portfolio Total

Plan one record per data owner

A record owns linked data

Tenant, vacancy, expense, income, and property-data records can belong to a specific building. Create the building list before entering those downstream records.

Building or Parcel Name Required

Reader-facing label for the record.

Format
Plain text
Units
Not applicable
Save behavior
Typing triggers a per-building 400 ms debounced save; verify the collapsed card retains the name.
Downstream effect
Labels the record in building lists, accordions, and generated building or parcel sections.

Property Type Recommended

Controls the record-specific data and financial terminology.

Format
Select one supported property type
Units
Not applicable
Save behavior
The building update saves after the selection change through the per-field 400 ms debounce.
Downstream effect
Controls property-specific labels, available Property Data suggestions, and the record financial editor behavior.

Address Recommended

Street, city, state, and ZIP for the record.

Format
Select a verified address or parcel-search result
Units
Postal address
Save behavior
Selecting a result saves the parsed address fields and geocoded values together for that building.
Downstream effect
Identifies the record location and supplies the source used to place it on portfolio maps and demographics.

Latitude and Longitude Recommended

Coordinates populated through address or parcel search.

Format
Read-only decimal coordinates
Units
Decimal degrees
Save behavior
No direct entry. Recalculates and saves when a selected address or parcel result geocodes successfully.
Downstream effect
Places the record on Portfolio Map and contributes to the multi-property demographics centroid.

Order Recommended

Sequence used by building lists and generated sections.

Format
Drag or keyboard-defined list position
Units
Ordinal position
Save behavior
A reorder action saves the full ordered building-ID list; a failed request rolls the visible order back.
Downstream effect
Controls building-list order and the sequence of generated building or parcel sections.

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Create and order the structure

Multi-property creation steps

  1. 1

    Choose a supported package

    Create New, Marketing Package

    Select Offering Memorandum or Sales Teaser.

    Expected result: The Single Property or Multiple choice appears.

    If this step does not work

    If the choice does not appear, confirm the selected package supports multiple properties.

  2. 2

    Choose Multiple Properties

    Single Property or Multiple

    Select Multiple Properties.

    Expected result: The structure choice opens.

    If this step does not work

    Choose Single Property only when one subject record is sufficient.

  3. 3

    Choose campus or portfolio

    Multi-Building / Assemblage or Portfolio

    Select the option that matches the geography and buyer framing.

    Expected result: The choice is stored for page labels and presentation behavior.

    If this step does not work

    Return before document creation if the records are actually separate locations versus one site.

  4. 4

    Add every record

    Buildings & Properties

    Select Add Property for each building, parcel, or separate asset.

    Expected result: A new expanded card appears with a default name.

    If this step does not work

    Avoid repeated clicks while creation is pending. The page guards against rapid duplicates.

    Buildings and Properties editor with the two fictional buildings and Add Building action.
    Add each property as its own building record and verify the names before entering property data.
  5. 5

    Complete identity and location

    Expanded building card

    Enter the reader-facing name, property type, and searchable address or parcel location.

    Expected result: The collapsed card shows name, location, and type.

    If this step does not work

    If coordinates remain missing, reopen the card and search the address or use parcel search.

  6. 6

    Set presentation order

    Buildings & Properties card list

    Drag cards or use keyboard sorting to arrange the final sequence.

    Expected result: Cards remain in the intended order after save.

    If this step does not work

    If a failed save rolls the order back, follow the error toast and retry.

Resolve structural mistakes early

Multiple Properties is unavailable

Likely cause: Only Offering Memorandum and Sales Teaser currently appear in the multi-property package list.

  1. Choose a supported package.
  2. Create separate documents when the required package does not support this flow.
A property is absent from the portfolio map

Likely cause: Its address did not produce latitude and longitude.

  1. Expand its card.
  2. Search and select the exact address or parcel.
  3. Confirm the missing-coordinate warning clears.
The document says Portfolio but the site is one campus

Likely cause: The wrong structure was selected during creation.

  1. Review the intended buyer framing.
  2. Correct the saved portfolio mode through supported controls or rebuild before entering extensive content.
  3. Verify summary labels.

Structure ready

  • Supported package selected
  • Campus or portfolio chosen correctly
  • One card per data owner
  • Every card named and typed
  • Addresses geocoded
  • Display order set

Related guides

Manage building and parcel data

Give each building or parcel its own facts, so every property section in your document shows the right size, units, and details.

Open guide

Build multi-property rent rolls and financials

Enter rent rolls and operating statements building by building, and CREBuilder rolls them up into a Portfolio Financial Summary with building and portfolio NOI.

Open guide

Build a Land document

Market a site with acreage, zoning, entitlements, utilities, access, and Price/Acre, without rent-roll pages getting in the way.

Open guide

Your next OM, done this afternoon

Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.

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