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CREbuilder

Step-by-step tutorial

Choose and complete financial analysis

Choose an appropriate financial scope and reconcile the finished analysis with your source data.

For brokers, analysts, and coordinators · 9 lessons (4 shared required)

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Cash Flow Projection table with in-place and five yearly columns for income, expenses, NOI and cash flow after debt.
Your rent roll and operating data become a year-by-year cash flow buyers can follow.

Follow along with video

2 short lessons · 2:13 total. Each lesson has captions, a transcript, and its written guide.

Watch video lessons

Before you start

  • An existing document with the correct property type.
  • The rent roll and operating data needed for your selected financial scope.

Your lessons

Open a lesson to follow the full guide. Follow one option in each choice group and include optional lessons only when their condition applies.

Required lessons

These lessons apply to either path. Use the original lesson numbers to complete your selected path in order.

  1. Start with the financial overview

    Required

    Understand the full sequence and source-data requirements.

    Read guide30 to 60 minutes after source documents are organized

  2. Choose financial scope

    Required

    Match Full, Rent Roll Only, Cap Rate & NOI, or Skip to the deliverable.

    Read guideWatch video1:005 minutes

  3. Verify the property type

    Required

    Confirm which fields and financial behavior apply.

    Read guide5 minutes

  4. Verify the finished output

    Required

    Reconcile calculated pages, footnotes, metrics, and expected omissions.

    Read guideWatch video1:1315 to 30 minutes

Choose your projection model

Follow the lesson for the model selected in your document. Multi-Year Cash Flow and in-place versus stabilized analysis are separate projection choices. Complete the matching lesson after the operating statement, then verify the finished output.

Multi-Year Cash Flow

Use a year-by-year projection with growth, lease, and sale assumptions.

Follow this path
  1. Configure cash-flow assumptions
    Path lesson

    Set the assumptions used in your multi-year projection.

    When to use this lesson: Use this lesson only for Multi-Year Cash Flow.

    Read guide10 to 25 minutes

In-place versus stabilized

Compare the current operating result with a stabilized scenario.

Follow this path
  1. Complete the pro-forma comparison
    Path lesson

    Compare the in-place and stabilized operating results.

    When to use this lesson: Use this lesson only for an in-place versus stabilized analysis.

    Read guide20 to 45 minutes

Optional lessons

Complete these at their numbered point in the tutorial when their condition applies.

  1. Choose the rent-roll model

    Optional

    Select the projection and row-detail axes before entering data.

    When to use this lesson: Use this lesson when your scope includes a rent roll.

    Read guideWatch video1:005 to 10 minutes

  2. Enter the operating statement

    Optional

    Reconcile income, reimbursements, vacancy, expenses, and NOI.

    When to use this lesson: Use this lesson when your scope includes an operating statement.

    Read guideWatch video1:1315 to 35 minutes

  3. Apply portfolio guidance

    Optional

    Check building-level data and portfolio totals.

    When to use this lesson: Use this lesson only for multi-building or portfolio documents.

    Read guide10 to 30 minutes depending on property count

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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