Outcome

Your document uses the property type whose fields, metrics, and pages fit the asset you are marketing.

Navigation path

Create New > Select Property Type

Access

Document creation access

On this page

Before you start

Data, sources, and access to prepare

The actual asset use and tenancy structure
The intended document package

Understand what the choice changes

Property type controls the workflow

The classification changes both data entry and presentation.

Property Type

Choose the primary asset use

Wizard Steps

Show, hide, or relabel tasks

Input Fields

Tenant, unit, room, pad, or parcel language

Metrics

Price per SF, Unit, Key, Pad, or Acre

Document Pages

Property-specific labels and layouts

Property TypeWizard Steps
Property TypeInput Fields
Property TypeMetrics
Property TypeDocument Pages

Retail

Primary structure: Commercial tenant rent roll
Primary price metric: Price/SF

Office/Medical

Primary structure: Commercial suite rent roll
Primary price metric: Price/SF

Multifamily

Primary structure: Unit rent roll or unit mix
Primary price metric: Price/Unit and Price/SF

Industrial

Primary structure: Commercial tenant rent roll
Primary price metric: Price/SF

Land

Primary structure: Parcel facts, no standard financial workflow
Primary price metric: Price/Acre and Price/SF

Hospitality

Primary structure: Room inventory
Primary price metric: Price/Key

Self-Storage

Primary structure: Unit inventory
Primary price metric: Price/Unit and Price/SF

Mobile Home Parks

Primary structure: Pad inventory
Primary price metric: Price/Pad

Mixed-Use

Primary structure: Rent roll by component
Primary price metric: Component-aware

Single Tenant Net Lease

Primary structure: One tenant and lease
Primary price metric: Price/SF

Active public choices and primary financial structure.
Property type	Primary structure	Primary price metric
Retail	Commercial tenant rent roll	Price/SF
Office/Medical	Commercial suite rent roll	Price/SF
Multifamily	Unit rent roll or unit mix	Price/Unit and Price/SF
Industrial	Commercial tenant rent roll	Price/SF
Land	Parcel facts, no standard financial workflow	Price/Acre and Price/SF
Hospitality	Room inventory	Price/Key
Self-Storage	Unit inventory	Price/Unit and Price/SF
Mobile Home Parks	Pad inventory	Price/Pad
Mixed-Use	Rent roll by component	Component-aware
Single Tenant Net Lease	One tenant and lease	Price/SF

Classify by the modeled income source

Use Retail, Office/Medical, or Industrial when individual commercial tenants, spaces, leases, and reimbursements drive the analysis.
Use Multifamily, Self-Storage, or Mobile Home Parks when repeated units or pads drive occupancy and rent.
Use Hospitality when ADR, occupancy, RevPAR, and room count drive revenue.
Use Land when parcel, zoning, acreage, entitlement, and access facts matter more than recurring rent.
Use Mixed-Use when multiple supported components must coexist in one property-level financial model.
Use Single Tenant Net Lease only when one tenant and one lease define the investment.

Older documents may show Others or Residential

Others and Residential are no longer offered for new documents. When you change the type on an older document, choose the closest current type.

Select or change the type

Property-type steps

1
Choose during creation
Create New, Select Property Type
Select the card that matches the modeled asset.
Expected result: The next creation step opens and the document stores the chosen type.
If this step does not work
Return to the prior creation step before continuing if the choice was accidental.
Select and verify the property type before creation because it changes terminology, inventory, validation, and output.
2
Confirm the adapted wizard
New document wizard
Review step names and visible tasks before entering detailed data.
Expected result: The workflow uses the expected tenant, unit, room, pad, component, or parcel language.
If this step does not work
Open Property Details and review the selected type if labels are wrong.
3
Open the change control
Property Details, property-type summary
Select Change Property Type when a saved document is misclassified.
Expected result: The supported type grid opens.
If this step does not work
Only the document owner or permitted editor should make a structural change.
Review the fields and financial options for the selected property type.
4
Select the replacement type
Change Property Type modal
Select the target property type.
Expected result: The change is saved immediately, or a Heads Up warning opens for conversion to Hospitality or Land.
If this step does not work
Cancel if the selected type does not match the intended asset model.
5
Read the conversion warning
Heads Up confirmation, when displayed
Review the complete conversion warning when it appears.
Expected result: The consequences for existing financial data are understood.
If this step does not work
Cancel if the current rent roll or financial output has not been reviewed.
6
Confirm the type change
Heads Up confirmation > Change Type Anyway
Select Change Type Anyway when the warning is displayed.
Expected result: The document begins using the replacement property type.
If this step does not work
Do not confirm until the warning and current financial data have been reviewed.
7
Verify after conversion
Wizard navigation and Review & Customize
Inspect changed steps, labels, financial fields, and generated pages.
Expected result: The converted document uses the intended model.
If this step does not work
Restore the prior type or contact support if specialized data does not map safely.
Check the sections available for your selected property type.

Change types without losing context

Changing to Hospitality warns about re-entry

Likely cause: Hotel Room Inventory is incompatible with a standard commercial rent-roll layout.

Record the current source data.
Confirm only when prepared to re-enter room inventory.
Verify the hotel totals afterward.

Changing to Land hides financial steps

Likely cause: Land has no standard native financial workflow.

Confirm Land is correct.
Understand that saved financial records are preserved but hidden.
For a Land BOV, verify that valuation remains.

The exact asset label is absent

Likely cause: The selection uses ten major commercial modeling types.

Choose by financial and data structure.
Use editable Property Data fields for subtype detail.
Do not use a legacy hidden type.

Selection ready

Primary use classified
Financial model fits
Price metric fits
Wizard labels fit
Conversion warnings reviewed
Generated pages checked

Read the data warning before changing the property type.

Cancel the change to keep the current property type and its data.

Build a Retail document

Market a shopping center or retail building with traffic counts, anchors, a tenant-by-tenant rent roll with NNN recoveries, and Price/SF.

Open guide

Build a Mixed-Use document

Market one property with several uses, such as retail below apartments, and present each component with its own fields and subtotals.

Open guide

Choose and change the financial scope

Pick how much financial analysis your document shows, from a full cash flow to headline numbers only, and switch later without losing your data.

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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Choose the right property type