Outcome
The document presents the building, suite schedule, lease structures, and financial analysis with Office/Medical terminology.
Navigation path
Create New > Office / Medical > Document wizard
Access
Document creation access
On this page
Before you start
Data, sources, and access to prepare
- Building and parking facts
- Suite schedule when financials are included
Use the suite-level model
Office and medical workflow
Physical building quality and suite economics feed the final presentation.
Building Facts
Class, floor plate, parking, ceiling
Suite Rent Roll
Tenant, SF, rent, lease structure
Income & Expenses
Parking, CAM, storage, and expenses
Office Presentation
Price/SF and suite analysis
- Building FactsOffice Presentation
- Suite Rent RollIncome & Expenses
- Income & ExpensesOffice Presentation
Suggested Office property data
| Field | Requirement | What it means | Format | Units | Save behavior | Downstream effect |
|---|---|---|---|---|---|---|
| Building Class | Optional | Market classification for the office asset. | Plain-text verified class, such as A, B, or C | Not applicable | Property Data autosaves two seconds after the value stops changing. | Adds the market-classification fact to the Office/Medical property-data presentation. |
| Parking Ratio | Recommended | Parking spaces relative to building area. | Decimal Property Data value with the ratio basis stated | Parking spaces per 1,000 square feet | Property Data autosaves two seconds after the value stops changing. | Displays parking supply for Office/Medical reader comparison without changing lease calculations. |
| Floor Plate | Optional | Typical floor size and layout context. | Nonnegative numeric value with any range explained | Square feet per typical floor | Property Data autosaves two seconds after the value stops changing. | Adds typical floor-layout scale to Office/Medical property facts. |
| Ceiling Height | Optional | Interior clear or finished height. | Nonnegative numeric value with clear or finished context | Feet or the verified source unit | Property Data autosaves two seconds after the value stops changing. | Displays verified interior-height context in the property-data presentation. |
| LEED Certification | Optional | Verified sustainability certification. | Plain-text certification level and applicable version or year | Not applicable | Property Data autosaves two seconds after the value stops changing. | Adds the verified certification claim to Office/Medical property facts. |
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.
Use Office/Medical lease structures
| Area | Office/Medical behavior |
|---|---|
| Occupancy | Calculated by square footage |
| Price metric | Price/SF |
| Rent bases | SF/Yr, SF/Mo, Annual, Monthly |
| Lease types | Full Service, Modified Gross, Gross, NNN, Ground Lease, Custom |
| Lease dates | Supported |
| Reimbursements | Supported |
| Suggested other income | Parking, CAM, storage, antenna, conference-room income |
Use Custom for a truly unlisted structure
Choose the most accurate listed lease type. Use Custom only when the source lease does not fit Full Service, Gross, Modified Gross, NNN, or Ground Lease.
Complete the Office/Medical workflow
Office/Medical steps
- 1
Select Office / Medical
Create New, Select Property Type
Choose Office / Medical.
Expected result: Suite-oriented commercial fields are active.
If this does not happen: Use Change Property Type in Property Details if needed.
- 2
Verify the building identity
Property Details
Compare the building identity with the approved source.
Expected result: The correct building is ready for detailed data entry.
If this does not happen: Correct the address or primary facts before continuing.
- 3
Add Office or Medical facts
Property Data
Add relevant class, parking, floor plate, ceiling, and certification fields.
Expected result: Readers receive material building context.
If this does not happen: Use only verified certifications and remove empty rows.
- 4
Enter suite economics
Rent Roll
Add occupied and vacant suites with SF, rent basis, lease type, dates, growth, and reimbursements as applicable.
Expected result: Area occupancy and annual rent reconcile.
If this does not happen: Correct suite SF or rent basis where totals diverge.
- 5
Complete the statement
Income & Expenses
Add office-specific other income and all operating expenses.
Expected result: EGI and NOI reconcile to the source statement.
If this does not happen: Check tenant reimbursements separately from property-level CAM income.
- 6
Review the output
Review & Customize
Verify suite labels, building facts, Price/SF, occupancy, and financial pages.
Expected result: The document presents an Office/Medical asset accurately.
If this does not happen: Return to the misconfigured source step if labels or metrics are wrong.
Resolve Office/Medical issues
Lease type is misleading
Likely cause: The wrong gross or net structure was selected.
- Review the lease abstract.
- Choose the supported type that matches.
- Use Custom only if no listed option fits.
Parking income is missing from NOI
Likely cause: Parking was entered only as a physical ratio, not an income row.
- Keep Parking Ratio in Property Data.
- Add verified annual Parking income in Additional Income when applicable.
- Office/Medical selected
- Building class and parking facts verified
- Suite areas reconcile
- Lease types accurate
- Income sources not duplicated
- Price/SF checked
Related guides
Build a commercial rent roll
Add tenants and vacancies, enter rent in the correct basis, and complete lease and reimbursement details for commercial assets.
Open guideEnter income and operating expenses
Build the non-rental income and operating expense statement used to calculate effective gross income and NOI.
Open guideBuild a Mixed-Use document
Combine Retail, Office, Residential, Industrial, Hotel, and Storage components in one property workflow.
Open guide