Financial Analysis
Configure rent rolls, income and expenses, valuation, comparables, cash flow, and portfolio analysis.
Category summary with focused task guides
Choose the result you need
Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.
Start here
Orientation and setup tasks that establish the right starting point.
Start 1
30 to 60 minutes after source documents are organizedComplete a full financial analysis
A complete, reviewed financial model whose inputs and generated document pages agree.
Open guideStart 2
5 minutesChoose and change the financial scope
The document uses the smallest financial scope that still produces the required analysis pages.
Open guideCore tasks
The workflows you will use most often.
Intermediate
5 to 10 minutesChoose a rent-roll model and layout
The rent roll uses the correct combination of cash-flow or pro-forma projection and unit-by-unit or unit-mix detail.
Open guideIntermediate
15 to 45 minutesBuild a commercial rent roll
A saved commercial rent roll whose row totals, vacancy treatment, and tenant details are ready for analysis.
Open guideIntermediate
15 to 40 minutesBuild unit, storage, and pad rent rolls
A unit-based rent roll uses the correct inventory labels, counts, areas, rents, and vacancy records.
Open guideIntermediate
10 to 25 minutesBuild hotel room inventory and revenue
The hotel rent-roll step contains a complete room inventory with reconciled ADR, RevPAR, and room revenue.
Open guideBeginner
10 to 20 minutesEnter Single Tenant Net Lease financials
The document has one saved tenant with correct size, rent basis, lease structure, dates, and remaining-term context.
Open guideIntermediate
15 to 35 minutesEnter income and operating expenses
Additional income and operating expenses are saved in the correct cash-flow or pro-forma columns and reconcile to the source statement.
Open guideBeginner
5 to 10 minutesUse the Cap Rate & NOI quick path
The saved selling price, NOI, and cap rate are mathematically consistent and ready for the simplified valuation page.
Open guideIntermediate
5 to 10 minutes per comparableAdd and organize sales comparables
A reviewed, ordered sales-comparable set with complete facts and accurate calculated summaries.
Open guideIntermediate
5 to 10 minutes per comparableAdd rental and hotel rate comparables
An ordered rental-comparable set supports the subject assumptions with accurate property-specific metrics.
Open guideAdvanced and reference
Deeper configuration, analysis, and less frequent tasks.
Advanced
5 to 15 minutes per complex leaseModel rent escalations and reimbursements
Tenant growth and reimbursement revenue follow the intended lease economics in every projected year.
Open guideAdvanced
25 to 60 minutesBuild a Mixed-Use financial model
Every active component is assigned, configured, populated, and included in a reconciled mixed-use rent roll.
Open guideAdvanced
10 to 25 minutesSet cash-flow assumptions
Saved assumptions produce an intentional annual cash-flow projection and exit value.
Open guideAdvanced
15 to 30 minutesRead and verify the cash-flow projection
The reviewer can explain and reconcile every major line in the In-Place and projected-year cash flow.
Open guideAdvanced
20 to 45 minutesBuild and verify a pro forma analysis
The in-place and pro-forma columns reconcile independently and communicate the intended stabilization case.
Open guideAdvanced
20 to 45 minutes after research is completeComplete a BOV valuation and reconciliation
The BOV presents supported approach indications and a reviewed low, midpoint, and high opinion of value.
Open guideTroubleshooting
Diagnose unexpected states and recover safely.
How to use this section
Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.