Add a valuation
- Open the property and its Financials tab.
- Choose to add a valuation.
- Enter the date, the value and the source. Optionally add the appraiser, a note and the supporting document.
- Save.
| Source | Use it for |
|---|---|
| Appraisal | A formal valuation by an appraiser. |
| Broker opinion | An estimate from an agent or broker. |
| Internal | Your own assessment. |
| Purchase price | The price paid, as the first value on record. |
| Index | A value derived from a market index. |
What happens next
- The valuation with the latest date is the current valuation, whatever order you enter them in.
- NAV per fraction, yields and every investor's portfolio value update from it.
- Investors see the value per fraction over time in their portal, drawn from your valuation history.
- The history appears as a chart and a table on the Financials tab.
Tip: Record a valuation at least once per reporting period, and attach the appraisal as a document. Investors and auditors will look for the date and the source.