How Do I Record Occupancy, NOI, or Valuation for a Property?

Use Add Snapshot on an asset to record its occupancy, net operating income, debt balance, and valuation as of a date. The newest snapshot shows on the asset card.

Steps

1. Open the investment and go to its Property or Assets tab.
2. On the asset card, open Asset Actions and click Add Snapshot.
3. Fill in As Of (required), then any of Occupancy, Net Operating Income (Period), Debt Balance, Valuation, and Note.
4. Save. The card shows "As of" with the latest figures.
5. To see every snapshot, open Asset Actions and click History.

Good to know

• Saving a snapshot for a date that already has one replaces it.
• NOI can be negative (for example -1,200.00).
• Remove a snapshot from the History window with Remove.
• The History action only appears once an asset has at least one snapshot.
• Investors who can see assets see only the latest occupancy and its date, not NOI, debt, or valuation.
• Related: How Do I Add Properties or Assets to an Investment?

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