Rent Roll Analysis

Build clean, normalized rent rolls and unit-mix, occupancy, and loss-to-lease analytics from messy source files across any PMS.

Real EstateBanking / Lending

Hours of manual rent-roll cleanup per acquisition eliminated by normalizing any PMS export into one comparable schema

per acquisition

What it extracts

9 extraction fields

Rent Roll Summary
A one-look roll-up of the property: unit and occupancy counts, total in-place and market rent, loss to lease, and the source system, so a reviewer can orient before reading unit detail.
Source System
The property management system that produced the export, which drives how every field is mapped and normalized downstream.
Normalized Unit Rent Roll
The core deliverable: one row per unit mapped onto a standard schema so rent rolls from any PMS line up, including vacant, model, down, and employee units, with a source-system label on every row.
Unit Mix Summary
The unit mix aggregated to one row per floor plan, showing counts, average size, occupancy, and average in-place versus market rent and loss to lease by type.
Occupancy and Vacancy Analysis
Physical versus economic occupancy with true rentable vacancy separated from non-revenue model, down, and employee units, and an occupancy count that must foot to total units.
Charge Code Normalization
A crosswalk mapping each source charge code to a standard revenue category (base rent, parking, pet, storage, utility/RUBS, concession) so rent from different systems is comparable and not double-counted.
Concessions and Loss to Lease
Unit-level concessions and the gap between market and in-place rent, with per-unit and portfolio loss-to-lease percentages and outlier flags.
Lease Expiration Schedule and WALT
The lease rollover schedule by period with the share of units and rent expiring, plus weighted average lease term remaining, to surface turnover risk.
Data Quality and Reconciliation
The reconciliation and data-quality checks an analyst runs before trusting a rent roll: unit-count and occupancy footing, rent totals, missing dates, rent outliers, duplicate units, and status-rent mismatches.

Where it fits

Acquisition and asset-management underwriting

Upstream

Rent roll exports pulled from each property's PMS (RealPage/OneSite, Yardi, AppFolio, Entrata, MRI, ResMan) and delivered per property during diligence or monthly reporting, in mixed layouts

This step

Rent roll normalization and analysis

Downstream

  • T-12 Extraction
  • Acquisition underwriting model
  • Portfolio rent-roll aggregation
  • Lender and investor reporting

What it needs

Documents

  • Rent roll export (PDF or Excel)
  • Unit detail report
  • Lease summary / lease charges report

Systems

  • Yardi
  • RealPage / OneSite
  • AppFolio
  • Entrata
  • MRI
  • ResMan
  • Email
  • Google Drive

Prerequisites

  • The rent roll export for each property
  • Its as-of date
  • Any market-rent or unit-mix reference you underwrite against

What it produces

One normalized, unit-level rent roll with a source-system label per row, plus unit-mix, occupancy, loss-to-lease, expiration/WALT, and reconciliation tabs

Delivered to

  • Acquisition underwriting model
  • Deal folder
  • Portfolio data warehouse
  • Asset-management system

Review model

An acquisitions or asset-management analyst reviews the flagged data-quality checks, occupancy and unit-count reconciliation, and rent outliers before the normalized rent roll feeds the underwriting model.

Who uses it

Acquisitions AnalystAsset ManagerUnderwriterReal Estate Data Analyst

Volume fit

Works best for

teams normalizing rent rolls from many properties and PMS vendors, especially across acquisitions and monthly portfolio reporting

Too small for

a single property on a single PMS where no normalization is needed

Grounded in

  • CREFC Investor Reporting Package (IRP) v8.4verified as of 2026-07-22

Changelog

  • July 2026

based on a production deployment at a commercial real estate services firm

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