Portfolios & Properties
Organize your deals into portfolios and tour the property workspace.
Portfolios & Properties
Create portfolios and add properties.
Create a portfolio
Group your deals into portfolios — pipelines, funds, geographies. The basics of creating, naming, and organizing them.
Add a property by address
Search an address, confirm it on the free address preview, then add the property to a portfolio — or upload documents first.
Property workspace tour
A guided walk through the property workspace — overview cards, the chat panel, the save bar, and the Deep Search controls.
The property workspace
A guided tour of every section card on a property.
Basic Info section
Year built, property type, units, size, zoning, ownership, last sale — the foundational facts that downstream sections rely on.
Taxes section
Assessed value history, tax bills, effective tax rate — and how Relm uses them in the pro-forma.
Points of Interest section
Transit, schools, groceries, dining, and gyms — the location story for the property.
Area Stats section
Demographics, income, employment, housing, crime, and growth indicators for the property's ZIP code.
Comps section
Comparable buildings near the property — sale prices, rents, and cap rates — and how Relm finds them.
Units section
The unit-by-unit breakdown — count, mix, in-place rents, occupancy. Driven by your rent roll when one is uploaded.
AI Summary section
An executive summary of the deal, written by Relm's AI from research on the property and your documents. The narrative version of the underwrite.
Documents section
Your uploaded rent rolls, OMs, P&Ls, and other deal documents — indexed, searchable, and citable in chat.
Financial section
The 10-year pro-forma — NOI build-up, capital plan, debt service, and Net Cash Flow.
Editing & history
Edit mode, the save bar, version history, and locks.
Edit mode and the Save bar
How to start editing a section, the save bar at the bottom of the screen, and what happens when you save, discard, or leave Edit Mode.
Version history
Every saved edit to a property section is recorded with who, when, and what changed. How to view it and revert a change.
Property locks (multi-user editing)
How locks prevent two analysts from overwriting each other's work — and how to unstick a stale lock.
Still need help?
Our team usually responds within one business day. Tell us what you're trying to do and we'll get you unstuck.