Bulk creation of assets and properties - and other enhancements

What's new

• Bulk creation from one place: Create multiple assets and properties at once using the new "Create Assets and Properties" button in Asset Manager.

• Guided Excel template: Download a template directly from the platform ("Download Template"). It includes built-in instructions for required and optional fields, so your data is structured correctly before import.

• Review before you create: A dedicated review screen lets you validate your data before anything is created. Assign each property to an existing asset or create a new one - and, for VAS Admin users, flag assets as VAS Enabled or not. (nb: VAS is our Valuation Advisory Service; more info here: Commercial Real Estate Appraisal & Valuation Advisory Services)

• Multiple properties under one asset: Assign multiple properties to a new or existing asset by using the same asset name.

• Address-based reconciliation: New properties are automatically matched against existing ones by address. Because a property name must be unique at a single address, you decide whether to create a new property or update the existing record.

What this means for you

• Faster portfolio onboarding: Stand up entire asset and property structures in one guided workflow instead of creating records one at a time.

• Confidence in your data: The review step and address-based reconciliation help you catch duplicates and confirm assignments before anything is created.

• Flexible asset structures: Group multiple properties under a single asset to reflect how your portfolio is actually organized.

Other enhancements

• SOA Report in any currency: You can now view the SOA Report in any currency. The Summary of Assumptions (SOA) is also one of the reports delivered by our Valuation Advisory Services (VAS) team; learn more about Valuation Advisory Services[https://www.altusgroup.com/services/valuation-advisory/].

• Sort by any column: Group assets by country, currency, or any other attribute to organize your view exactly how you need it.

• Filter by attribute: Find the assets you need faster and cut the time spent searching.

• Customizable columns: Choose which columns appear in your table to match your workflow and priorities.

• Persistent table settings: On the asset list, your view is saved across sessions and browsers, so you return to the same setup every time.