Real Property / Portfolio

Portfolio Tables

The Portfolio application, uses a wizard interface for entering location, inner space, and transaction information for your portfolio items. The tables used to store this information vary, depending on whether you own or lease the portfolio item, and whether the portfolio item is a building, land, or structure .

When you add an owned or leased building using the wizard, a suite is automatically created for the entire building, but you can add or delete suites as needed to reflect how you are using the space. For leased buildings, when you enter the lease information using the wizard, a record is created for the lease in the Leases table. For owned buildings, a record is created in the Ownership Transaction table to capture the transaction information.

For land and structures, the Properties table captures the inner space information as property.area_cad or property.area_manual . For buildings, if you do not have a CAD drawing for the building, you can make a manual entry for the suite area from the Suites tab.

The following table describes the tables used to store this information when you enter specific portfolio items using the wizard interface.

Portfolio Item	Location Information Stored In	Transaction Information Stored In	Inner Space Info Stored In
A building that you own	Buildings	Ownership Transaction table	Suites table (area_usable or Suite Area Manual Entry) One suite is automatically created that covers the entire building. You can add more suites as needed.
A building space that you lease as a tenant	Buildings	Leases table When you add the lease using the wizard, a new lease is created for which you are the tenant.	Suites table (area_usable or Suite Area Manual Entry) The first suite is created automatically, but you can add additional suites if the lease is associated with more than one.
Space in a building that you own that you lease to tenants	Buildings	Leases table When you add the lease using the wizard, a new lease is created for which you are the landlord.	Suites table (area_usable or Suite Area Manual Entry) The suite that was automatically created for the entire building can be split into two suites, one related to the space that you are using, the other to the space you are leasing to others. You can create as many suites as needed.
Space in a building that you lease and then sublease to others	Buildings	Leases table When you add the lease using the wizard, a sublease is created for which you are the landlord.	Suites table (area_usable or Suite Area Manual Entry) You associate the suite with the sublease.
A structure or land that you own	Properties	Ownership Transaction table	Properties (property.area_cad or property.area_manual)
A structure or land that you lease as a tenant	Properties	Leases table When you add the lease using the wizard, a lease is created for which you are the tenant.	Properties (property.area_cad or property.area_manual)
Space in a structure or land that you own and lease out to others (applies only to leasing out the entire space)	Properties	Leases table When you add the lease using the wizard, a lease is created for which you are the landlord.	Properties (property.area_cad or property.area_manual)
A structure or land that you lease and sublease out to others (applies only to subleasing out the entire item)	Properties	Leases table When you add the lease using the wizard, two lease records are created: one for a sublease for which you are the landlord and one for a lease for which you are the tenant.	Properties (property.area_cad or property.area_manual)