Income Summary

Step-by-Step Guide

1. Go to the Income Summary tab in your property form
   

2. At the top you’ll see a checkbox labeled Use Rent Roll for Income. 

   • When this is checked, the system automatically pulls income data from tenants listed in your Rent Roll. 
     

   • Gross Scheduled Rent and Expense Reimbursement values in the Current Annualized column are auto-filled and locked. 

   • These fields cannot be manually edited while the box remains checked.

   • If you need to edit these values manually, simply uncheck the box.
     
     

3. Click “Add Income” to include additional revenue sources. 
   

4. For other income types, such as CAM Revenue or any Custom Income Rows you add: 

   • You can enter annualized income manually in the Current column.
     
     

   • These rows remain editable regardless of the Rent Roll checkbox status.
     
     

5. To forecast income over time: 

   • Click into the growth cell under a future year for any income row.
     
     

   • Choose percentage or dollar amount as your growth method. 
     
     

   • Enter your growth value — the system will automatically calculate future year projections based on your input. 
     

   • Use the Copy to Right button to apply the same growth rate across multiple years with one click. 
     

   • If you leave the Current value empty for any income type, the system will not allow you to set a growth rate for that row.
     

6. Check Include Prior Year Income & Expense checkbox at the top to input historical figures. 
   

7. Control your analysis period using the year counter at the top right of the section: 

   • Use the + or − icons to add or remove projection years.
     

8. Below the income table, you'll find the Deductions section.

   
   

   • Click Add Deduction to add items like General Vacancy or Concessions.
     

   • For General Vacancy, enter either a fixed dollar amount or a percentage of Gross Scheduled Rent.

   • These fields are always editable, even if Rent Roll syncing is enabled.
     

     
     

9. At the bottom under Assumptions, you’ll find the Exit Cap Rate input. 

   
   

   • Enter your desired value here — it will be used in your property’s valuation calculation. 

Rename rows: Click the name of any income or deduction row to customize it.

Rename Columns: You can also rename the Current Annualized and Year 2 column headers for clarity or branding.

Reordering rows: You can drag and reorder all income and deduction rows to suit your layout preferences — except for the following fixed rows: Gross Scheduled Rent, Expense Reimbursement, General Vacancy, Concession.