Outcome
The document identifies each real component and presents its data with the correct component-specific terminology.
Navigation path
Create New > Mixed-Use > Document wizard
Access
Document creation access
On this page
Before you start
Data, sources, and access to prepare
- A single integrated property with at least two supported uses
- Source data separated by component
Distinguish Mixed-Use from multi-property
One property, multiple components
Mixed-Use keeps one subject property while component tags control financial sub-tables.
One Property
One address and core property record
Retail and Office
Commercial tenant inputs
Residential
Multifamily unit inputs
Industrial, Hotel, Storage
Component-specific inputs
Combined Document
Component-organized rent roll
- One PropertyRetail and Office
- One PropertyResidential
- One PropertyIndustrial, Hotel, Storage
- Retail and OfficeCombined Document
- ResidentialCombined Document
- Industrial, Hotel, StorageCombined Document
| Use Mixed-Use when | Use Multiple Properties when |
|---|---|
| One integrated property has several uses | Several buildings, parcels, or addresses need separate records |
| One subject-level address and property story | Each building needs its own address, type, and data |
| Financial rows should be grouped by component | Financial rows should be grouped by building or portfolio |
Use the six supported components
| Field | Requirement | What it means | Format | Units | Save behavior | Downstream effect |
|---|---|---|---|---|---|---|
| Retail | Optional | Commercial retail tenant fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; a component with saved rows cannot be deselected until those records are addressed. | Opens Retail commercial tenant rows under the one global projection choice. |
| Office | Optional | Commercial office tenant fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; a component with saved rows cannot be deselected until those records are addressed. | Opens Office commercial tenant rows under the one global projection choice. |
| Residential | Optional | Multifamily unit fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; a component with saved rows cannot be deselected until those records are addressed. | Opens Residential unit inventory with its selected detail layout under the one global projection choice. |
| Industrial | Optional | Commercial industrial tenant fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; a component with saved rows cannot be deselected until those records are addressed. | Opens Industrial commercial tenant rows under the one global projection choice. |
| Hotel | Optional | Room Inventory fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; saved hotel rows must be resolved before removing the component. | Opens the specialized Hotel Room Inventory under the one global projection choice. |
| Storage | Optional | Self-Storage unit fields. | Selectable component type | Not applicable | The Rent Roll by Component selection persists with the Mixed-Use configuration; a component with saved rows cannot be deselected until those records are addressed. | Opens Storage unit inventory with its selected detail layout under the one global projection choice. |
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.
One projection choice
The Mixed-Use rent roll uses one global Cash Flow or Pro Forma selection for all active components. Non-hotel components then choose Unit-by-Unit or Unit Mix.
Complete the Mixed-Use workflow
Mixed-Use steps
- 1
Select Mixed-Use
Create New, Select Property Type
Choose Mixed-Use for one integrated multi-use subject.
Expected result: Rent Roll by Component becomes the financial label.
If this does not happen: Use Multiple Properties instead if each asset needs its own address and property record.
- 2
Enter the shared address
Property Details
Enter the subject street address.
Expected result: The Mixed-Use document has one shared subject location.
If this does not happen: Use Multiple Properties instead if the components require separate addresses.
- 3
Enter the shared area
Property Data
Enter the subject building or land area.
Expected result: The shared size appears in property metrics.
If this does not happen: Use the unit shown beside the field and do not add component areas twice.
- 4
Enter the shared asking price
Property Data
Enter the subject asking price when the engagement uses one.
Expected result: The document can calculate shared price metrics.
If this does not happen: Leave the field empty when the engagement intentionally does not publish a price.
- 5
Write the shared description
Property Overview
Write the property-level description.
Expected result: The narrative describes the integrated subject rather than one component.
If this does not happen: Move component-specific economics to the financial sections.
- 6
Write the shared highlights
Property Highlights
Enter the property-level highlights.
Expected result: The highlights summarize benefits that apply to the integrated subject.
If this does not happen: Remove duplicate or component-only claims before continuing.
- 7
Build the shared map
Maps
Configure the subject map.
Expected result: The map represents the one integrated property location.
If this does not happen: Use a multi-property document if separate subject markers are required.
- 8
Choose the global projection
Rent Roll by Component
Select Cash Flow or Pro Forma once.
Expected result: Every component uses the selected projection model.
If this does not happen: Resolve any model-change warning before editing component records.
- 9
Activate a component
Rent Roll by Component
Select one component checkbox.
Expected result: The selected component has an editor.
If this does not happen: Repeat this step for each real component. A component with saved data cannot be deselected until its records are addressed.
- 10
Choose the component layout
Active component tab > detail layout
Select the detail layout that matches the source when the choice is offered.
Expected result: The component displays the intended row structure.
If this does not happen: Return to the layout choice before entering rows if the structure is wrong.
- 11
Enter component inventory
Active component tabs
Enter the component-specific rows.
Expected result: Each component subtotal reconciles.
If this does not happen: Resolve unassigned legacy rows and verify specialized Hotel data persists.
- 12
Complete combined statement
Income & Expenses
Enter property-level additional income and operating expenses without duplicating component revenue.
Expected result: Combined EGI and NOI reconcile.
If this does not happen: Trace duplicated or missing income by component first.
- 13
Review combined output
Review & Customize
Inspect component headings, subtotals, combined totals, terminology, and page flow.
Expected result: The final document presents one coherent Mixed-Use asset.
If this does not happen: Return to Rent Roll by Component for incorrect tags or totals.
Resolve Mixed-Use classification issues
The property needs separate addresses
Likely cause: It may be a portfolio rather than one Mixed-Use subject.
- Use Multiple Properties.
- Create one building record per address.
- Assign each building its own type.
A component cannot be removed
Likely cause: It owns saved rows.
- Review that component.
- Move or remove its data intentionally.
- Then deselect it.
A component needs a different projection
Likely cause: Mixed-Use allows one global projection.
- Choose the model that best fits the document.
- Explain any component-specific limitation in notes.
- One integrated subject confirmed
- All real components active
- One projection selected
- Component subtotals reconcile
- No relevant unassigned rows
- Combined output reviewed
Related guides
Build a Mixed-Use financial model
Choose a global projection, configure property components, and enter component-specific inventory in one rent roll.
Open guideBuild a multi-building or portfolio document
Choose the right multiple-property structure, add every building or parcel, assign property types, and establish a reliable document order.
Open guideVerify financial pages before publishing
Confirm scope-based page inclusion, property-specific exceptions, calculations, footnotes, and final document presentation.
Open guide