Complete a full financial analysis

Data, sources, and access to prepare

• A saved document
• Property details and asking price
• Current rent roll
• Income and expense source data

Collect before entering data

• Tenant or unit roster with rent basis
• Vacancy or loss assumptions
• Reimbursement amounts and lease terms when applicable
• Other income and operating expense statement
• Analysis period, debt, reserve, and exit assumptions
• Sales and rental comparable support when those pages are included

Full analysis steps

1. 1

   Choose Full Financials

   Financial Scope

   Select Full Financials.

   Expected result: The scope card is selected.

   If this does not happen: If the choice is unavailable, confirm the document and property type support it. BOV still supports Full Financials, while some custom templates replace this workflow.

2. 2

   Continue to the rent roll

   Financial Scope > Continue

   Select Continue.

   Expected result: Rent Roll becomes the next financial step.

   If this does not happen: Return to Financial Scope if the wizard opens an unexpected path.

3. 3

   Choose the projection

   Rent Roll, projection selector

   Select Multi-Year Cash Flow or Pro Forma.

   Expected result: The projection card is highlighted.

   If this does not happen: Record important existing values before changing an established model.

4. 4

   Choose the row layout

   Rent Roll, layout selector

   Select Unit-by-Unit or Unit Mix where offered.

   Expected result: The table changes to the columns for that model and layout.

   If this does not happen: Review the confirmation carefully if the document already has saved rows.

5. 5

   Add an occupied or vacant row

   Rent Roll toolbar

   Select the applicable add-row control.

   Expected result: The row detail editor opens.

   If this does not happen: Confirm a rent-roll type is selected if add controls are absent.

6. 6

   Complete the rent-roll row

   Rent Roll detail editor

   Enter rent in the displayed basis plus applicable lease and reimbursement fields.

   Expected result: Calculated monthly and annual totals appear after save.

   If this does not happen: Correct the basis or source field if the total is implausible.

7. 7

   Enter other income and expenses

   Income & Expenses

   Complete the displayed cash-flow or pro-forma statement rows.

   Expected result: The saved statement supplies the NOI calculation.

   If this does not happen: If a row is missing, add it. If a suggested property-tax value is wrong, replace it with the verified source amount.

8. 8

   Review default expenses

   Income & Expenses > Operating Expenses

   Compare every default expense row with the approved source.

   Expected result: Only applicable default rows remain in the statement.

   If this does not happen: Edit or remove a default row that does not apply.

9. 9

   Set cash-flow assumptions

   Valuation > Multi-Year Cash Flow

   Enter the analysis, vacancy, exit, financing, and reserve assumptions.

   Expected result: The cash-flow preview recalculates from saved inputs.

   If this does not happen: If the cash-flow request fails, save the assumptions panel and retry.

10. 10

    Review the pro-forma comparison

    Valuation > Pro Forma

    Inspect in-place NOI, pro-forma NOI, financing, and reserves.

    Expected result: The comparison reflects the saved current and stabilized cases.

    If this does not happen: Return to Income & Expenses if either NOI does not match the approved case.

11. 11

    Review generated pages

    Review & Customize

    Inspect every financial page, metric, footnote, and page title before export.

    Expected result: Wizard totals and document totals agree.

    If this does not happen: Return to the source wizard step, correct the input, and reopen review if a number is unexpected.

Financial review

• Rent roll annual totals match the source roster
• Vacancy rows and vacancy factor are not being confused
• Reimbursements use the intended annual or area basis
• In-place EGI, expenses, and NOI reconcile
• Year 1 growth is intentionally different from In-Place
• Debt and reserve assumptions use the intended units
• Exit value uses the selected exit-year NOI and cap rate
• Generated pages match the selected financial scope

Common blockers