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Properties Details

This articles walks through the detailed pages for each specific property

1. Overview

To access the Property Detal page for a specific property, click on that property's row in the property table on the main Property page

This page gives you a dashboard with enriched property information, key valuation metrics, & financial performance charts. 

2. Enriched Property Info

In this card you can upload an image for your property and see a number of additional data points that we have enriched your property with from public databases and 3rd party valuation services. 

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3. Key Valuation Metrics

    To the right of the property information card you will see some Key Valuation Metrics.
    Property Value, Cost Basis, and Appreciation will be populated automatically when you upload your property and it is enriched with a Property Estimate.    If your property has a loan, you will need to upload your loan to see accurate Property Equity and Loan to Value Metrics.

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    4. Revenue, Expense, and Cash Flow Trends

    These charts give you a 13 month (current month, 6 historical months and 6 projected months) and a 7 year (previous year, current year and 5 year projection) of our revenue, expenses and cash flows.

    The data that feeds the charts from from 3 sources:

    1. Object Uploads:   When you upload your leases, insurance, loans, property taxes and other objects, your revenue and expenses will start to automatically populate based on those objects.   Learn more about those objects here.
    2. Forecasts: After you have uploaded your objects, you will see that the revenue and expenses associated with them will decline over time.  That is because the associated objects have end dates, like a lease renewal or insurance expiration.  Now that those are uploaded, you can create a forecast with a set of assumptions of how those objects should be projected into the future.   When you create that forecast, you will see your future financials reflected in those charts.   Learn more about forecasting here.
    3. Transactions (Actual Expenses):  The last piece of the puzzle is to connect your bank account and match the actual expneses as they come in to the objects you uploaded.  As you match the actualy expenses to the objects you were expecting from your object uploads, those expenses will override your object financials.   You can also categorize and track other miscellenous expenses that aren't related to objects, such as repairs, travel or other expenses.   Learn more about tracking your bank transactions here.