Portfolio Value Scan

About You

Tell us a bit about your portfolio and how you found us. All optional, skip ahead if you prefer.

Your Portfolio

Entity / LLC Name optional The name the property is titled under, such as an LLC, LP, or trust. Leave blank if you hold it in your own name.

Total Units Owned Across All Properties

Your Role

How did you find Multifamily Entourage? optional

Anything else you want the Scan to focus on? optional

Property Overview

Start with the basics. We'll use this to pull market data for your area.

Have a rent roll or a P&L for this building?

Upload it and we fill in the boxes that are still empty. Anything you already typed stays as you typed it.

Upload a file

Property Street Address * Required

City * Required

State * Required

ZIP Code * Required

Assessor's Parcel Number (APN) optional Find it on your tax bill.

County * Usually filled in for you from the address. Required

Property Details

Property Type * Required

Property Class

Year Built * Required

Total Units * Required

Total Building Sq Ft optional

Current Occupancy Rate optional Enter as a whole number (e.g., 92 for 92%)

Year Purchased * Required

What improvements have been done in the last 10 years? optional List any big repairs or upgrades from the past 10 years.

Unit Mix & Current Rents

This is where we find your rent gap. Enter actual current rents, not what you think you could charge.

Unit Breakdown

Optional. Filling this in lets us compare your rents with the market, unit type by unit type.

Leave a row blank if you don't have that unit type. Unit count and rent give us the most accurate read. Square footage, lowest and highest rent are optional if you don't have them handy.

Unit Type	# of Units	Avg Sq Ft / Unit	Avg Monthly Rent	Lowest Rent (any unit)	Highest Rent (any unit)
Studio / Efficiency
1 Bedroom / 1 Bath
2 Bedroom / 1 Bath
2 Bedroom / 2 Bath
3 Bedroom / 2 Bath
4+ Bedroom
Commercial Unit(s)

Other / Ancillary Income (Monthly)

Parking / Garage Income

Laundry Income

Storage Unit Income

Pet Fees

Late Fees & Other

Recent Rent Increases optional

Are Any Units Under Rent Restrictions? optional

No Yes Not Sure

Section 8, LIHTC, local rent control, or any cap on what you can charge

Which Units, and What Kind of Restriction?

Trailing 12-Month Financials

Use your actual last 12 months. Estimates are OK. The closer to real, the more accurate your Scan.

Have a P&L for this building?

Upload it and we fill in the boxes that are still empty. If a number you typed is different from your file, we ask which one is right.

Upload a file

Income (Annual)

Gross Scheduled Rent (per year) * Total rent for the whole year if 100% occupied at current rates, not one month Required

Owner's Actual Vacancy Rate (%) * The vacancy the property is actually running today, not an estimate. If it is under 5%, the report still uses 5%, because it is generally the bank default and the lowest rate a lender will accept. Required

Vacancy ($) Dollar amount of lost rent. Fills in from the rate above, and you can type your own number instead.

Other Income (Annual) Parking, laundry, storage, fees — total annual

Effective Gross Income $0

Reserves on Hand ($) Cash set aside for this property today. Background only, does not change NOI.

Operating Expenses (Annual)

Real Estate / Property Taxes

Insurance

Property Management Fee Annual total (or enter % of gross in notes)

Maintenance & Repairs

Water / Sewer (Landlord Paid)

Electric / Gas (Landlord Paid)

Trash / Waste Removal

Landscaping / Grounds

Payroll / On-Site Staff

Pest Control

Administrative / Office

Advertising / Marketing

Capital Expenditures / Reserves Annual reserve for major repairs / replacements

Other Operating Expenses

Total Operating Expenses $0

Operating Expense Ratio (OER) —

Net Operating Income (NOI) $0

Notes on Financials optional

All financial data is kept strictly confidential. It is used solely to generate your Portfolio Value Scan.

Debt & Strategy

Your debt structure shapes every decision. Tell us where you stand and where you're trying to go.

Current Financing

Is There a Loan on This Property? *

Yes No — Free & Clear

Please indicate if there is a loan on this property

Lender / Mortgage Holder * Who holds the loan today, even if it has been sold or transferred Required

Current Loan Balance * Required

Interest Rate (%)

Loan Type

Loan Maturity Date * When does this loan come due? Required

Monthly Debt Service (P&I) * Principal + Interest only — not escrow Required

Is This Loan in Distress or at Risk?

No Somewhat Concerned Yes — Immediate Issue

Second Lien

Is There a Second Loan or Lien on This Property?

No Yes

A second mortgage, a seller note, a HELOC, or a mezzanine loan behind the first

Ownership & Valuation

Original Purchase Price

Your Current Value Estimate What do you think it's worth today?

Your Goals

Primary Objective for This Scan *

Increase NOI & Value Prepare to Refinance Prepare to Sell Find Value-Add Opportunities General Portfolio Health Check Not Sure — Need Clarity

Please select a primary objective

Timeline for Action * Required

Have You Done a Formal Property Analysis Before?

Yes No Informal / Self-Done

Do You Have a Succession or Exit Plan for This Property? optional Who takes over, or what happens to the property, if you step away

Succession Notes optional

Biggest Challenge or Concern Right Now * Required. This helps us focus the Scan

What value-add improvements have you already made? optional

Unit Renovations New Appliances Add Laundry Paid Parking Storage Units Exterior / Curb Appeal Change Management Company Raise Rents None Yet

I agree that Multifamily Entourage may contact me about my audit and related services. I understand this is not financial advice.

Have a rent roll or anything else for us? Add files

Own more than one building? Send this one, then add the next. Your contact details stay filled in.

All data is confidential. Used only to generate your Scan. We do not sell or share your information.

Have a rent roll or a P&L? We'll fill the form in for you.

Anything else for the file?

Let's Get Started