The Basic Info section is the foundational record for the property. Every downstream section (taxes, comps, units, financial) reads from these fields, so getting them right early saves time later.
What's on this card
The card on the property overview shows the headline facts; click it to open the full Basic Info page.
- Year built — pulled from public records.
- Stories — number of floors.
- Units — count of units in the building.
- Lot area / lot size — in square feet and acres.
- Building size — gross building area in square feet.
- Property type — multifamily, office, retail, etc. — plus ownership type where recorded.
- Zoning and construction type, where available.
- Owner of record — the owner named in ownership records.
- Last sale — date and price of the most recent recorded sale.
- Amenities, where found.
The property's address is shown at the top of the workspace, taken from the address you used to create the property.
Where the data comes from
Most of these fields come from county assessor records and nationwide property records that normalize those records across jurisdictions, plus any documents you've uploaded. The address itself is the one you searched. See Where your data comes from.
When a value is uncertain (e.g. year built ranges by source), Relm picks the most authoritative source. The Building Information and Ownership panels on the Basic Info page list their sources — click one to open the underlying record or document.
Editing
If a field is wrong — public records lag, or there's a mismatch — open the Basic Info page, click Edit, and override it. Once saved, the AI summary, comps logic, and pro-forma use your override rather than the original public value. Rerunning Basic Info replaces the section with fresh research, so re-check your overrides after a rerun.
The override does not propagate to other properties, even at the same address. Each property holds its own corrected values.
Common edits
- Year built is occasionally off by 1–3 years on assessor records; correct from the OM if it's authoritative.
- Units can disagree with what's in your rent roll. The rent roll wins for unit count once one is uploaded — see Upload a rent roll.
- Property type can be ambiguous on conversions (e.g. office → multifamily); pick the as-of type for the underwriting timeline.
How this card affects downstream sections
- Year built drives capex assumptions (older properties default to higher capex reserves).
- Property type scopes which comps are pulled and which rent benchmarks apply.
- Unit count seeds the units pipeline; the rent roll overrides this.
- Square footage drives the per-SF benchmarks for expenses on commercial deals.
If something downstream looks wrong, it's worth checking Basic Info first.