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Task guide

Build a Retail document

Use retail property data, tenant economics, lease structures, reimbursements, and Price/SF presentation correctly.

20 to 60 minutes depending on tenant countFor Retail investment sales and leasing teamsIntermediateLast verified September 6, 2026

Outcome

A Retail document uses complete physical facts, tenant data, and retail-specific financial terminology.

Navigation path

Create New > Retail > Document wizard

Access

Document creation access

On this page

Before you start

Data, sources, and access to prepare

  • Retail address and physical facts
  • Tenant and vacancy schedule when financials are included

Use the retail data model

Populated retail editor showing the property-specific fields used in this example.
Review the populated retail example and verify the units, property facts, and applicable model before preparing your own document.

Retail document model

Retail combines site and merchandising facts with commercial tenant economics.

  • Property FactsRetail Presentation
  • Tenant Rent RollRetail Income
  • Retail IncomeRetail Presentation

Suggested Retail property data

Suggested Retail property data
FieldRequirementWhat it meansFormatUnitsSave behaviorDownstream effect
Traffic Count (VPD)OptionalVehicle volume supporting location context.Whole-number Property Data value, optionally with source-year contextVehicles per day (VPD)Property Data autosaves two seconds after the value stops changing.Displays verified traffic context in the property-data presentation; it does not alter rent-roll economics.
Parking RatioOptionalParking supply relative to building area.Decimal Property Data value with the ratio basis statedParking spaces per 1,000 square feetProperty Data autosaves two seconds after the value stops changing.Displays parking capacity in Retail property facts for reader comparison.
FrontageOptionalStreet or access exposure.Numeric length plus the relevant street or access descriptionFeet or the verified source unitProperty Data autosaves two seconds after the value stops changing.Adds verified visibility and access context to the Retail property-data table.
Anchor TenantsOptionalMajor retailers driving center identity.Plain-text tenant namesNot applicableProperty Data autosaves two seconds after the value stops changing.Lists the verified anchor identities in Retail property facts without creating rent-roll rows.
GLARecommendedGross leasable area.Nonnegative numeric Property Data valueSquare feetProperty Data autosaves two seconds after the value stops changing.Displays GLA for physical-property context and reconciliation; financial calculations continue to use their saved source fields.

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.

Use commercial tenant economics

Use commercial tenant economics
AreaRetail behavior
OccupancyCalculated by square footage
Price metricPrice/SF
Rent basesSF/Yr, SF/Mo, Annual, Monthly
Lease typesNNN, Modified Gross, Gross, Net, Ground Lease, Custom
VacanciesSupported
ReimbursementsSupported
Suggested other incomePercentage rent, CAM, parking, antenna, late fees

Separate rent and recoveries

Enter base rent in the rent field and tenant recoveries in Reimbursements. Use Additional Income only for property-level non-rental income.

Complete the Retail workflow

Retail steps

  1. 1

    Select Retail

    Create New, Select Property Type

    Choose Retail.

    Expected result: Retail-specific fields and commercial financial controls are activated.

    If this does not happen: Change the property type in Property Details if selected incorrectly.

  2. 2

    Verify physical details

    Property Details

    Compare the address and building facts with the approved source.

    Expected result: The verified property identity and physical facts are ready for use.

    If this does not happen: Correct the first conflicting field before continuing.

  3. 3

    Add Retail property facts

    Property Data

    Add the relevant Retail suggested fields.

    Expected result: The property description and tables have complete site context.

    If this does not happen: Remove unused empty suggested rows instead of leaving placeholders.

  4. 4

    Choose the Retail rent-roll model

    Rent Roll > model selector

    Select the model that matches the source schedule.

    Expected result: The corresponding occupied and vacant row editor appears.

    If this does not happen: Return to the model selector before entering rows if the table structure is wrong.

  5. 5

    Enter tenant and vacancy rows

    Rent Roll

    Enter each occupied and vacant space with SF, rent basis, lease type, dates, and recoveries.

    Expected result: Rent and occupancy totals reconcile by SF.

    If this does not happen: Correct rent basis or area if annual totals are off.

  6. 6

    Enter property-level income and expenses

    Income & Expenses

    Add retail non-rental income and operating expenses without duplicating tenant reimbursements.

    Expected result: EGI and NOI reconcile.

    If this does not happen: Trace the first difference through rent, reimbursement, other income, and expense totals.

  7. 7

    Verify the presentation

    Review & Customize

    Check Price/SF, occupancy, tenant names, lease labels, maps, and financial pages.

    Expected result: The final document reads as a Retail asset.

    If this does not happen: Return to the source step for any generic or incorrect terminology.

Resolve Retail-specific issues

CAM appears twice

Likely cause: A tenant reimbursement and property-level Additional Income row may duplicate the same recovery.

  1. Identify whether CAM is tenant-level or property-level in the source.
  2. Keep it in one intended location.
  3. Recalculate EGI.
Occupancy does not match tenant count

Likely cause: Retail occupancy is area-based, not tenant-count based.

  1. Reconcile occupied SF and total rentable SF.
  2. Use tenant count only as a separate descriptive metric.
  • Retail selected
  • GLA and site facts verified
  • Occupied and vacant SF reconcile
  • Rent and recoveries separated
  • Price/SF checked
  • Output labels reviewed

Related guides

Build a commercial rent roll

Add tenants and vacancies, enter rent in the correct basis, and complete lease and reimbursement details for commercial assets.

Open guide

Model rent escalations and reimbursements

Use annual or custom rent increases and annualize expense reimbursements without distorting projected revenue.

Open guide

Build a Mixed-Use document

Combine Retail, Office, Residential, Industrial, Hotel, and Storage components in one property workflow.

Open guide

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