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Task guide

Manage building and parcel data

Give each building or parcel its own facts, so every property section in your document shows the right size, units, and details.

10 to 25 minutes per recordFor brokers and coordinators maintaining a campus, assemblage, or portfolio documentIntermediateLast verified October 5, 2026

Outcome

Every building or parcel has its own complete facts, and nothing shows up under the wrong property.

Navigation path

Document wizard > Buildings & Properties > Property Details > Property Data

Access

A multi-property document

On this page

Before you start

Data, sources, and access to prepare

  • A saved list of building or parcel records
  • Verified facts for each record

Keep ownership explicit

Building data ownership

The document contains records, and each record owns its own physical and financial details.

  • DocumentBuilding Record
  • Building RecordProperty Data
  • Building RecordLinked Financial Rows
  • Property DataBuilding Sections
  • Linked Financial RowsBuilding Sections

Name, type, address

Location
Buildings & Properties card
Scope
One building or parcel

Flexible facts

Location
Property Data building accordion
Scope
One building or parcel

Shared document narrative

Location
Other wizard narrative steps
Scope
Whole document unless the page offers building sections

Tenant and vacancy rows

Location
Multi-property Rent Roll accordion
Scope
Selected building

Income and expense rows

Location
Multi-property Income & Expenses accordion
Scope
Selected building or legacy portfolio-wide pool

Complete each property record

Deletion cascades

Deleting a building permanently deletes its linked tenants, vacancies, expense items, and additional-income items. The confirmation lists counts. This action cannot be undone.

Name Required

Building Name for most records or Parcel Name for a Land record.

Format
Plain text
Units
Not applicable
Save behavior
Typing triggers a per-building 400 ms debounced save; verify the collapsed card retains the value.
Downstream effect
Names the record in card headers, per-building data areas, financial accordions, and final sections.

Property Type Recommended

Individual asset type for the record.

Format
Select one supported property type
Units
Not applicable
Save behavior
The building update saves after the selection change through the per-field 400 ms debounce.
Downstream effect
Controls labels, suggested facts, and financial editor behavior for that building without changing other records.

Address Recommended

Search-selected location.

Format
Select a verified address or parcel-search result
Units
Postal address
Save behavior
Selecting a result saves its address components and any successful geocode together for the selected record.
Downstream effect
Populates the record location and coordinates used by maps and demographics.

Property Data Rows Recommended

Editable label and value pairs such as Building SF, units, acreage, year built, or zoning.

Format
Plain-text label with a source-formatted value
Units
Use the unit named by each row label
Save behavior
Each add, edit, delete, or reorder starts a save for that building Property Data collection.
Downstream effect
Displays facts under the selected building section and keeps them separate from sibling-building data.

Sequence Recommended

Order of cards and final building sections.

Format
Drag or keyboard-defined list position
Units
Ordinal position
Save behavior
A reorder action saves the full ordered building-ID list; a failed request rolls the visible order back.
Downstream effect
Controls card 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.

Enter and verify per-building data

Building-data steps

  1. 1

    Open the building card

    Buildings & Properties

    Expand the intended record.

    Expected result: The record fields are visible for review.

    If this step does not work

    Compare the card header with your source if the wrong record opens.

  2. 2

    Verify the building identity

    Expanded building card

    Compare the name, type, and address with your source.

    Expected result: The correct identity appears in the card header.

    If this step does not work

    Correct the record before adding downstream data if any field is wrong.

  3. 3

    Search for the address

    Expanded card, Address

    Enter the exact address or parcel search terms.

    Expected result: Matching address or parcel results appear.

    If this step does not work

    Use Search by Parcel when address search cannot identify Land.

  4. 4

    Select the valid address

    Expanded card, Address results

    Select the exact address or parcel result.

    Expected result: Street, city, state, ZIP, latitude, and longitude are saved.

    If this step does not work

    Clear the selection and search again if the coordinates or address are wrong.

  5. 5

    Open the building data accordion

    Property Data

    Expand the building or parcel whose facts you are entering.

    Expected result: Its current data rows and available fields appear.

    If this step does not work

    Compare the accordion name with your source before editing.

    Property Data editor for a multi-building document with building-specific facts in context.
    Enter each building's source data in its proper record and reconcile per-building facts with portfolio totals.
  6. 6

    Add a fact field

    Building Property Data table > Add field

    Add one suggested or custom field needed by the source.

    Expected result: A labeled row appears in the intended building table.

    If this step does not work

    Delete an accidental empty row before adding a replacement.

  7. 7

    Enter the fact value

    Building Property Data table > value

    Enter the value from your source in the new row.

    Expected result: The property table contains the known fact.

    If this step does not work

    Confirm the unit and building before entering the value.

  8. 8

    Order the fact rows

    Building Property Data table > reorder controls

    Move one row to its intended reader-priority position.

    Expected result: The fact table follows the planned reading order.

    If this step does not work

    Correct accidental duplicate labels before reordering.

  9. 9

    Complete the remaining records

    Property Data building list

    Enter the available source facts for each remaining record.

    Expected result: Every record has comparable source coverage.

    If this step does not work

    Do not copy a value across buildings unless the source confirms it applies to each.

  10. 10

    Cross-check shared fields

    Property Data building list

    Compare shared fields such as SF, units, year, or acreage across the completed records.

    Expected result: Unexpected differences are identified for source review.

    If this step does not work

    Resolve a discrepancy against the source instead of forcing values to match.

  11. 11

    Review generated sections

    Review & Customize

    Compare each building or property section with its source record.

    Expected result: No building displays another building’s facts.

    If this step does not work

    Return to the matching accordion for corrections.

Protect building-level data

A building is missing from maps or demographics

Likely cause: Coordinates are blank even if text address exists.

  1. Search and select the address again.
  2. Use parcel search for Land.
  3. Confirm the page warning clears.
A row appears under the wrong building

Likely cause: The wrong accordion or building selector was active during entry.

  1. Record the correct source value.
  2. Edit the correct building record.
  3. Remove or correct the misplaced row intentionally.
Removing a building will delete linked records

Likely cause: Building deletion is a permanent cascade.

  1. Read the confirmation counts.
  2. Cancel and preserve or relocate source data first.
  3. Delete only when the entire record and its linked data should be removed.

Building data complete

  • Names unique and reader-friendly
  • Types accurate
  • Addresses geocoded
  • Physical facts sourced
  • No empty or duplicate rows
  • No data under the wrong record

Related guides

Build a multi-building or portfolio document

Package several buildings, parcels, or locations into one OM or teaser, with each property on the map and in the order buyers should see them.

Open guide

Build multi-property rent rolls and financials

Enter rent rolls and operating statements building by building, and CREBuilder rolls them up into a Portfolio Financial Summary with building and portfolio NOI.

Open guide

Review multi-property document output

Do a final pass on your portfolio or campus document: labels, combined rent roll, financial summary, maps, and page breaks.

Open guide

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