Rent Roll

Step-by-Step Guide

1. Go to the Rent Roll tab in your property form
   

2. If you uploaded an underwriting report, tenant data from the sheet will appear here automatically
   
   

3. To add tenants manually, click the “Add Tenant” button and fill in the four main sections:
   

   • General – Tenant name, suite number, and square footage
     

   • Lease – Lease type, start and end dates, base rent (choose annual per SF, monthly, or annual), expense reimbursement, tenant improvements, and free rent
     

   • Options – Renewal term and base rent for option period
     

   • Notes – Add any custom notes about the lease
     

4. To add rent increases, click “Add Rent Increase” and enter the date and amount (as % or $)
   

   ? Use only future dates for rent increases

   
   

5. If a space is vacant but leased, do not check the vacant box — just set a future lease start date
   

6. If a space is vacant and unleased, check the “Vacant” box and enter a projected rent (optional)
   

   • To include projected rent in your cash flow, set a lease start date

   • To exclude it, leave the lease start date blank
     
     

7. Fields like Tenant Improvements and Free Rent reduce gross scheduled rent — leave them empty if you don’t want them to impact totals
   

8. Use the Options section to add lease renewal terms:
   

   • Set the option period duration (in years)

   • Enter the monthly base rent increase that would apply during the renewal term

✅ The Rent Roll directly affects your cash flow analysis. Enter accurate dates, rent, and occupancy details for the best results.