Outcome
The saved selling price, NOI, and cap rate are mathematically consistent and ready for the simplified valuation page.
Navigation path
Document wizard > Financial Scope > Cap Rate & NOI > Valuation
Access
A document offering the Cap Rate & NOI scope
On this page
Before you start
Data, sources, and access to prepare
- A verified selling price in Property Details
- Either verified annual NOI or a verified cap rate
Use one known metric
Quick valuation triangle
Selling price is fixed from Property Details. Enter NOI or cap rate and derive the other.
Selling Price
Read from Property Details
Known NOI
Annual net operating income
Known Cap Rate
NOI divided by price
Saved key facts
Consistent valuation metrics
- Selling PriceKnown Cap RateWith NOI
- Known NOIKnown Cap Rate
- Selling PriceKnown NOIWith cap rate
- Known Cap RateKnown NOI
- Known NOISaved key facts
- Known Cap RateSaved key facts
| Known value | Derived value | Formula |
|---|---|---|
| NOI | Cap Rate | NOI / Selling Price |
| Cap Rate | NOI | Selling Price x Cap Rate |
Complete the simplified fields
| Field | Requirement | What it means | Format | Units | Save behavior | Downstream effect |
|---|---|---|---|---|---|---|
| Selling Price | Required | The property price saved in Property Details. | Read-only currency on this screen | Currency | No direct entry here. Change it through Property Details and select Save there. | Supplies the price used to derive NOI or cap rate and the headline valuation output. |
| I know NOI / I know Cap Rate | Required | Selects which value you enter and which CREBuilder derives. | Select one of two calculation modes | Not applicable | Saved when the valuation selection change commits; verify it after reopening the step. | Makes one metric editable and recalculates the other from Selling Price. |
| NOI | Required | Annual net operating income. | Currency amount | Currency per year | When NOI is the known metric, leaving the field triggers its save; otherwise there is no direct entry and it recalculates from price and cap rate. | Supplies headline NOI and derives cap rate when NOI is the selected known metric. |
| Cap Rate | Required | NOI divided by selling price. | Percentage | Percent | When Cap Rate is the known metric, leaving the field triggers its save; otherwise there is no direct entry and it recalculates from NOI and price. | Supplies headline cap rate and derives NOI when Cap Rate is the selected known metric. |
| Occupancy | Optional | Optional headline occupancy fact. | Percentage | Percent | Leaving the edited valuation field triggers its save; reopen the step to confirm persistence. | Adds occupancy to the simplified valuation facts where the selected document presents it. |
| Unit, Room, Pad, or other Count | Optional | Optional property-specific count. | Nonnegative whole number | Property-specific units, rooms, pads, or other count | Leaving the edited valuation field triggers its save; reopen the step to confirm persistence. | Adds the property-specific count to simplified valuation output where supported. |
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.
Enter and verify key facts
Cap Rate & NOI steps
- 1
Verify selling price
Property Details
Compare the displayed selling price with the approved source.
Expected result: The intended price is ready to save.
If this does not happen: Correct the price if it is missing or wrong.
- 2
Confirm the price save
Property Details
Wait for the selling price to save automatically before returning to Financials.
Expected result: The intended price appears locked on the simplified screen.
If this does not happen: Keep the page open and use Retry save if the save fails.
- 3
Choose the known metric
Valuation, Cap Rate & NOI
Select I know NOI or I know Cap Rate.
Expected result: The chosen field becomes the direct input and the other becomes calculated.
If this does not happen: Choose the value supported by the source underwriting, not the one that is easier to estimate.
- 4
Enter the source value
Valuation
Enter the verified NOI or cap rate.
Expected result: The other metric recalculates immediately.
If this does not happen: Check percent versus decimal conventions and currency digits if the result is implausible.
- 5
Add optional facts
Valuation
Enter occupancy and the displayed property-specific count when useful.
Expected result: The additional facts are saved with the simplified valuation.
If this does not happen: Leave unsupported facts blank rather than guessing.
- 6
Trigger the field save
Valuation input
Leave the edited field.
Expected result: The entered value persists after the save request.
If this does not happen: Reopen the step and confirm the value if network or save feedback is uncertain.
- 7
Continue from valuation
Valuation > Continue
Select Continue.
Expected result: The wizard advances.
If this does not happen: Remain on the page if a save is still processing.
- 8
Verify output
Review & Customize
Check price, NOI, cap rate, occupancy, and count on the generated presentation.
Expected result: All headline metrics match the saved quick-path values.
If this does not happen: Correct the source field and reopen review if any metric differs.
Resolve quick-path problems
Selling price cannot be edited
Likely cause: The value is intentionally sourced from Property Details.
- Return to Property Details.
- Edit and save Selling Price.
- Return to Valuation.
Derived cap rate is blank or invalid
Likely cause: Selling price or NOI is zero or missing.
- Confirm a nonzero selling price.
- Enter the known NOI.
- Recheck the calculation.
The full rent roll is missing
Likely cause: Cap Rate & NOI includes only scope and simplified valuation.
- Return to Financial Scope.
- Choose Full Financials if detailed analysis is required.
Quick analysis complete
- Selling price verified
- Known metric supported by source data
- Derived metric independently checked
- Optional facts are not guessed
- Generated key facts match
Related guides
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Decide between Full Financials, Rent Roll Only, Cap Rate & NOI, and Skip Financials without losing track of the final document impact.
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