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Task guide

Build a Mixed-Use financial model

Model retail, office, residential, industrial, hotel, and storage income in one rent roll, with each component using the fields that fit it.

25 to 60 minutesFor brokers and analysts building Mixed-Use financialsAdvancedLast verified October 5, 2026

Outcome

Every use in the property has its own component in the rent roll, and the component totals and combined total match your source.

Navigation path

Document wizard > Rent Roll > Rent Roll by Component

Access

A Mixed-Use document with Rent Roll included

On this page

Before you start

Data, sources, and access to prepare

  • A Mixed-Use property type
  • A roster or inventory separated by property component
  • A single cash-flow or pro-forma decision for the document

Map the components first

Mixed-Use rent roll

One projection applies to all selected components, while each component controls its own row vocabulary.

  • Global projectionRetail, Office, Industrial
  • Global projectionResidential
  • Global projectionHotel
  • Global projectionStorage
  • Retail, Office, IndustrialComponent sections
  • ResidentialComponent sections
  • HotelComponent sections
  • StorageComponent sections
Available Mixed-Use components.
ComponentInput style
RetailCommercial tenant or unit-mix fields
OfficeCommercial tenant or unit-mix fields
ResidentialMultifamily unit fields
IndustrialCommercial tenant or unit-mix fields
HotelRoom Inventory
StorageSelf-Storage unit fields

Apply the component rules

  • Choose Cash Flow or Pro Forma once for the document.
  • For each non-hotel component, choose Unit-by-Unit or Unit Mix.
  • A component that already owns saved data cannot be deselected until that data is addressed.
  • Previously unassigned rows can be assigned to Retail, Office, Residential, or Industrial from the unassigned-data area.
  • Hotel and Storage use their specialized field labels.
  • The General Vacancy Factor % is one rate for the whole property. With a Hotel component it also reduces room revenue that already reflects occupancy, so consider leaving it at 0% and modeling the other components' vacancy with vacancy rows instead.
  • Notes are limited to 500 characters and autosave after editing.

Save hotel data before relying on Continue

When a new Mixed-Use model contains only newly entered Hotel rows, verify that the rows have persisted before leaving. The current Continue gate checks saved component data.

Configure and populate components

Mixed-Use steps

  1. 1

    Select the global projection

    Rent Roll by Component, projection selector

    Choose Multi-Year Cash Flow or Pro Forma for the whole document.

    Expected result: All component editors use the chosen projection.

    If this step does not work

    If one component requires a different analysis, decide which single model best fits the final document.

  2. 2

    Activate components

    Component pills

    Select every property use that has source data.

    Expected result: An editor tab becomes available for each component.

    If this step does not work

    If a populated component cannot be deselected, open it and review its saved rows first.

    Mixed-Use rent-roll workspace prepared for more than one property component.
    Model each Mixed-Use component with the appropriate inventory and validate the combined property before continuing.
  3. 3

    Choose component detail

    Active non-hotel component > detail selector

    Select Unit-by-Unit or Unit Mix.

    Expected result: The editor shows the labels and calculations for that component.

    If this step does not work

    If columns do not fit the source data, change the component detail before adding rows.

  4. 4

    Enter component rows

    Active non-hotel component > row editor

    Enter the component rows from your source.

    Expected result: The component totals update from saved rows.

    If this step does not work

    Correct the first row that does not reconcile with the source.

  5. 5

    Complete Hotel or Storage

    Hotel or Storage component tab

    Enter room inventory or storage categories in the specialized editor.

    Expected result: Component metrics and totals calculate.

    If this step does not work

    For Hotel, ensure every row has name, positive count, and positive ADR, then confirm it persists.

  6. 6

    Resolve unassigned rows

    Unassigned Tenants

    Assign legacy untagged rows to an available commercial or residential component, or remove invalid records.

    Expected result: No relevant rows remain unassigned.

    If this step does not work

    Hotel and Storage are not assignment targets in this control. Re-enter those records in their specialized components if needed.

  7. 7

    Reconcile the component totals

    Component totals

    Compare each component total and the combined rent roll with source data.

    Expected result: Every subtotal and the combined total reconcile.

    If this step does not work

    Correct the first mismatched row before leaving the page.

  8. 8

    Continue from the saved model

    Bottom of Rent Roll by Component

    Select Continue after notes report a saved state.

    Expected result: The wizard advances with at least one saved component row.

    If this step does not work

    If it does not advance, verify the model is selected and at least one row is persisted.

Resolve component issues

A component cannot be turned off

Likely cause: It contains saved tenant or vacancy records.

  1. Open the component.
  2. Move, correct, or remove the records intentionally.
  3. Then try deselecting it again.
Continue does not advance after hotel entry

Likely cause: The Continue check may run before new hotel rows are persisted.

  1. Confirm the hotel rows are saved.
  2. Navigate within the component carefully and retry.
  3. Contact support if a complete hotel-only component still cannot continue.
A legacy row has no component

Likely cause: Older Mixed-Use data may predate component tagging.

  1. Use Unassigned Tenants for Retail, Office, Residential, or Industrial.
  2. Re-enter specialized Hotel or Storage data in its component when necessary.

Mixed-Use complete

  • One global projection selected
  • Every real use activated
  • Every component has the right detail layout
  • No relevant rows unassigned
  • Component totals and combined total reconcile

Related guides

Build a Mixed-Use document

Market one property with several uses, such as retail below apartments, and present each component with its own fields and subtotals.

Open guide

Choose a rent-roll model and layout

Choose Multi-Year Cash Flow or Pro Forma, and Unit-by-Unit or Unit Mix, so the rent roll matches the data you have and the story you want to tell.

Open guide

Verify financial pages before publishing

Do a final pass on the financial pages before you send: the right pages, the right labels, and numbers that tie out.

Open guide

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