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Task guide

Build an Office or Medical document

Present an office or medical building with class, parking, and a suite-by-suite rent roll that handles full-service, base-year, and NNN leases.

20 to 60 minutes depending on suite countFor brokers marketing office and medical-office buildingsIntermediateLast verified October 5, 2026

Outcome

Your document shows the building, every suite and lease structure, and Price/SF in Office/Medical terms.

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

Suggested Office property data

Building Class Optional

Market classification for the office asset.

Format
Plain-text class, such as A, B, or C
Units
Not applicable
Save behavior
Property Data autosaves two seconds after the value stops changing.
Downstream effect
Adds the market-classification fact to the Office/Medical property-data presentation.

Parking Ratio Recommended

Parking spaces relative to building area.

Format
Decimal Property Data value with the ratio basis stated
Units
Parking spaces per 1,000 square feet
Save behavior
Property Data autosaves two seconds after the value stops changing.
Downstream effect
Displays parking supply for Office/Medical reader comparison without changing lease calculations.

Floor Plate Optional

Typical floor size and layout context.

Format
Nonnegative numeric value with any range explained
Units
Square feet per typical floor
Save behavior
Property Data autosaves two seconds after the value stops changing.
Downstream effect
Adds typical floor-layout scale to Office/Medical property facts.

Ceiling Height Optional

Interior clear or finished height.

Format
Nonnegative numeric value with clear or finished context
Units
Feet or the source unit
Save behavior
Property Data autosaves two seconds after the value stops changing.
Downstream effect
Displays interior-height context in the property-data presentation.

LEED Certification Optional

Sustainability certification.

Format
Plain-text certification level and applicable version or year
Units
Not applicable
Save behavior
Property Data autosaves two seconds after the value stops changing.
Downstream effect
Adds the 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

Use Office/Medical lease structures
AreaOffice/Medical behavior
OccupancyCalculated by square footage
Price metricPrice/SF
Rent basesSF/Yr, SF/Mo, Annual, Monthly
Lease typesFull Service, Modified Gross, Gross, NNN, Ground Lease, Custom
Lease datesSupported
ReimbursementsSupported
Suggested other incomeParking, storage, antenna or billboard, conference-room rental

Enter recoveries to match the lease

For Full Service leases, leave Reimbursements at 0. For base-year or expense-stop leases, enter the tenant's share of expenses above the base year as an Annual reimbursement. For NNN, enter the pro-rata share. CREBuilder does not derive recoveries from expenses, so update them when the budget changes. Use Custom only when the lease fits none of the listed types.

Complete the Office/Medical workflow

Office/Medical steps

  1. 1

    Select Office / Medical

    Create New, Select Property Type

    Choose Office / Medical.

    Expected result: Suite-oriented commercial fields are active.

    If this step does not work

    Use Change Property Type in Property Details if needed.

  2. 2

    Verify the building identity

    Property Details

    Compare the building identity with your source.

    Expected result: The correct building is ready for detailed data entry.

    If this step does not work

    Correct the address or primary facts before continuing.

  3. 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 step does not work

    List only certifications the building holds, and remove empty rows.

    Populated office medical editor showing the property-specific fields used in this example.
    Review the populated office medical example and verify the units, property facts, and applicable model before preparing your own document.
  4. 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 step does not work

    Correct suite SF or rent basis where totals diverge.

  5. 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 step does not work

    Keep CAM and expense recoveries in tenant Reimbursements, not Additional Income.

  6. 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 step does not work

    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.

  1. Review the lease abstract.
  2. Choose the supported type that matches.
  3. 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.

  1. Keep Parking Ratio in Property Data.
  2. Add annual Parking income in Additional Income when applicable.
  • Office/Medical selected
  • Building class and parking facts entered
  • Suite areas reconcile
  • Lease types accurate
  • Income sources not duplicated
  • Price/SF checked

Your next OM, done this afternoon

Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.

No credit card required.

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