Real estate
Property and land: address, areas, construction, deed, legal description, zoning, and the appraisal that values it.
A property record is a title file: address, land and building areas, year built, rooms, construction and roof type, lot dimensions, zoning, amenities, deed type, legal description and parcel or property ID, plus the appraised value with its date and company. Real estate counts in Portfolio like any other asset; it is included so the whole picture of what you own is in one place.
What the record holds
| Field |
|---|
| Property type |
| Address |
| City |
| State / province |
| Country |
| Postal code |
| Land area (sq ft) |
| Building area (sq ft) |
| Year built |
| Bedrooms |
| Bathrooms |
| Construction type |
| Roof type |
| Lot dimensions |
| Zoning |
| Amenities |
| Condition |
| Appraised value |
| Appraisal date |
| Appraisal company |
| Deed type |
| Legal description |
| Property id |
| Notes |
Documents a specialist expects
- Title / deed
- Appraisal
- Insurance policy
- Survey or legal description
The asset page shows which of these are missing; the Estate readiness score counts them. See Documents.
How it is valued
Appraisal with date and company; your estimate between appraisals. Every figure is kept in the asset's valuation history with its source and date — see Valuation.