Working with portfolio deals (multiple buildings)

Option 1: Combined financials (one T12 and one rent roll for the whole portfolio)

If the seller provided a single combined rent roll and a single combined T12 covering all buildings:

1. Search for one of the property addresses (or create a new property using the portfolio name)
2. Edit property attributes to reflect the total unit count across all buildings
3. Upload the combined files via Run Underwrite
4. Parse as normal — all units from all buildings appear in a single rent roll, all financials in a single T12

This is the simplest path. The output is one model covering the entire portfolio.

Option 2: Separate financials per building

If you have individual rent rolls and T12s for each building:

1. Search for each property separately on Archer
2. Parse the documents for each property individually (use Parse Document, not Run Underwrite, if you want to parse without generating separate models)
3. To get a consolidated view: select all properties and download a consolidated rent roll and T12 that aggregates the data

Each building's data also becomes its own comp, so you get property-level benchmarking within the portfolio.

Tips for portfolio deals

• Always update the unit count in property attributes before parsing — if it says 30 units but the combined rent roll has 240, the comp data will be skewed
• If buildings have overlapping unit numbers (unit 101 in Building A and Building B), add building identifiers before uploading
• You can run the combined underwrite for initial screening, then parse buildings individually for detailed analysis