Outcome

The document has the correct campus or portfolio structure and one ordered, geocoded record for every property or parcel.

Navigation path

Create New > Offering Memorandum or Sales Teaser > Multiple Properties > Buildings & Properties

Access

Offering Memorandum or Sales Teaser creation access

On this page

Before you start

Data, sources, and access to prepare

An Offering Memorandum or Sales Teaser
A list of all buildings, parcels, or separate locations
Address and primary use for each record

Choose the structure by geography

Portfolio Property Hub with Public Listing, Deal Room, and Outreach actions available. — Create the multi-property record and choose whether the assignment represents a campus, portfolio, or land assemblage.

Multiple-property structure

The relationship among the assets determines campus versus portfolio behavior and wording.

Multiple Properties

More than one building, parcel, or address

Multi-Building / Assemblage

Same site or contiguous parcels

Portfolio

Separate locations or scattered holdings

Building Records

One record per building, parcel, or property

Combined Document

Structure-aware labels and pages

Multiple PropertiesMulti-Building / AssemblageSame site
Multiple PropertiesPortfolioSeparate sites
Multi-Building / AssemblageBuilding Records
PortfolioBuilding Records
Building RecordsCombined Document

Use the structure that matches how a buyer understands the offering.
Choice	Use when	Typical examples	Output framing
Multi-Building / Assemblage	The records form one site or one combined asset	Office park, apartment complex, mixed-use development, contiguous land parcels	Building, Parcel, or Property summary with Total
Portfolio	The assets are separate holdings or locations	Shopping centers across a metro, scattered land, multi-state portfolio	Portfolio summary with Portfolio Total

Plan one record per data owner

Plan one record per data owner field reference
Field	Requirement	What it means	Format	Units	Save behavior	Downstream effect
Building or Parcel Name	Required	Reader-facing label for the record.	Plain text	Not applicable	Typing triggers a per-building 400 ms debounced save; verify the collapsed card retains the name.	Labels the record in building lists, accordions, and generated building or parcel sections.
Property Type	Recommended	Controls the record-specific data and financial terminology.	Select one supported property type	Not applicable	The building update saves after the selection change through the per-field 400 ms debounce.	Controls property-specific labels, available Property Data suggestions, and the record financial editor behavior.
Address	Recommended	Street, city, state, and ZIP for the record.	Select a verified address or parcel-search result	Postal address	Selecting a result saves the parsed address fields and geocoded values together for that building.	Identifies the record location and supplies the source used to place it on portfolio maps and demographics.
Latitude and Longitude	Recommended	Coordinates populated through address or parcel search.	Read-only decimal coordinates	Decimal degrees	No direct entry. Recalculates and saves when a selected address or parcel result geocodes successfully.	Places the record on Portfolio Map and contributes to the multi-property demographics centroid.
Order	Recommended	Sequence used by building lists and generated sections.	Drag or keyboard-defined list position	Ordinal position	A reorder action saves the full ordered building-ID list; a failed request rolls the visible order back.	Controls building-list order and the sequence of generated building or parcel sections.

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.

A record owns linked data

Tenant, vacancy, expense, income, and property-data records can belong to a specific building. Create the building list before entering those downstream records.

Create and order the structure

Multi-property creation steps

1
Choose a supported package
Create New, Marketing Package
Select Offering Memorandum or Sales Teaser.
Expected result: The Single Property or Multiple choice appears.
If this does not happen: If the choice does not appear, confirm the selected package supports multiple properties.
2
Choose Multiple Properties
Single Property or Multiple
Select Multiple Properties.
Expected result: The structure choice opens.
If this does not happen: Choose Single Property only when one subject record is sufficient.
3
Choose campus or portfolio
Multi-Building / Assemblage or Portfolio
Select the option that matches the geography and buyer framing.
Expected result: The choice is stored for page labels and presentation behavior.
If this does not happen: Return before document creation if the records are actually separate locations versus one site.
4
Add every record
Buildings & Properties
Select Add Property for each building, parcel, or separate asset.
Expected result: A new expanded card appears with a default name.
If this does not happen: Avoid repeated clicks while creation is pending. The page guards against rapid duplicates.
5
Complete identity and location
Expanded building card
Enter the reader-facing name, property type, and searchable address or parcel location.
Expected result: The collapsed card shows name, location, and type.
If this does not happen: If coordinates remain missing, reopen the card and search the address or use parcel search.
6
Set presentation order
Buildings & Properties card list
Drag cards or use keyboard sorting to arrange the final sequence.
Expected result: Cards remain in the intended order after save.
If this does not happen: If a failed save rolls the order back, follow the error toast and retry.

Resolve structural mistakes early

Multiple Properties is unavailable

Likely cause: Only Offering Memorandum and Sales Teaser currently appear in the multi-property package list.

Choose a supported package.
Create separate documents when the required package does not support this flow.

A property is absent from the portfolio map

Likely cause: Its address did not produce latitude and longitude.

Expand its card.
Search and select the exact address or parcel.
Confirm the missing-coordinate warning clears.

The document says Portfolio but the site is one campus

Likely cause: The wrong structure was selected during creation.

Review the intended buyer framing.
Correct the saved portfolio mode through supported controls or rebuild before entering extensive content.
Verify summary labels.

Structure ready

Supported package selected
Campus or portfolio chosen correctly
One card per data owner
Every card named and typed
Addresses geocoded
Display order approved

Build a multi-building or portfolio document

Before you start

Data, sources, and access to prepare

Choose the structure by geography

Multiple-property structure

Plan one record per data owner

A record owns linked data

Create and order the structure

Multi-property creation steps

Choose a supported package

Choose Multiple Properties

Choose campus or portfolio

Add every record

Complete identity and location

Set presentation order

Resolve structural mistakes early

Structure ready

Manage building and parcel data

Build multi-property rent rolls and financials

Build a Land document

Was this guide helpful?

Before you start

Data, sources, and access to prepare

Choose the structure by geography

Multiple-property structure

Plan one record per data owner

A record owns linked data

Create and order the structure

Multi-property creation steps

Choose a supported package

Choose Multiple Properties

Choose campus or portfolio

Add every record

Complete identity and location

Set presentation order

Resolve structural mistakes early

Structure ready

Related guides

Manage building and parcel data

Build multi-property rent rolls and financials

Build a Land document

Was this guide helpful?