1. Inspect two worked rows.
The fictional example shows the actual columns, document mismatches and open decisions for this task.
Components and shared obligations
Component income and shared-cost allocation bridge
Build an editable component income and shared-cost allocation bridge, with source locators, open decisions and a file your team can review.
mixed-use component income, common systems and governance
Start the work product
One working file to take back to the team
Connect the records. Preserve the exceptions.
2. Build your own register.
Start blank, edit the cells and add as many records as the review needs, up to 200 rows per file.
3. Export and assign review.
Download the register as CSV or a readable text file, including source context and edition. The companion below helps organize the next document requests.
Your editable work product
Component income and shared-cost allocation bridge
Use this worksheet for mixed-use component income, common systems and governance. Record the actual document location beside each observation. The fictional example demonstrates a review problem, not a verified deal.
Bring these records
- Component and legal-boundary map
- Revenue basis by component
- Shared utility and service allocation
- Approval and maintenance authority
How to use the table
- Start one row for each component / premises. Keep distinct documents and competing versions separate.
- Connect legal interest to the same row. Record a document locator and retain any mismatch instead of silently choosing a value.
- Complete agreement gap with the decision still open and the person who should review it. Export the register with the source documents.
Start with a blank row or load the fictional example.
Your entries remain in this page only. Download or copy before leaving; nothing is automatically saved or fetched.
Add one record or comparison per row. Leave unknown facts blank or name the missing document. Scroll the table horizontally on a small screen. Each cell accepts up to 2,000 characters.
| Row | Component / premisesRecord the component / premises from the documents or leave it unresolved. | Legal interestRecord the legal interest from the documents or leave it unresolved. | Revenue basis / periodRecord the revenue basis / period from the documents or leave it unresolved. | Shared cost driverRecord the shared cost driver from the documents or leave it unresolved. | Agreement gapRecord the agreement gap from the documents or leave it unresolved. | Document / page locatorEnter the actual file, page, exhibit or source record for this row. Method links below are not property evidence. | Remove |
|---|---|---|---|---|---|---|---|
| 1Your entry |
1 / 200 rows
Take the working file with you
You can export this blank table before filling it in elsewhere. The export includes the kit edition, row provenance and method references. Method references do not verify your property.
CSV copy fallback
If file saving is blocked, copy this into a UTF-8 .csv file.
This table does not upload documents, search records, run an AI model or confirm source facts. The next-request worksheet below is a separate companion; entries are not copied between the two tools.
Companion: document requests
Turn unresolved items into a review handoff.
This separate four-item sheet helps organize supporting requests. It does not copy or analyze the entries in your register.
Open, work, export
Make the next decision easier to review.
Use this worksheet for mixed-use component income, common systems and governance. Record the actual document location beside each observation. The fictional example demonstrates a review problem, not a verified deal.
Method and source context
Keep the evidence with the worksheet.
These references explain the method. They do not verify facts about your property. Your export keeps their scope separate from the document references you enter.
Property Types in Portfolio Manager
ENERGY STAR · Checked 2026-09-30
Building-use categories for energy benchmarking, including mixed use, medical office and laboratories.
- Benchmarking categories are not zoning classifications, licenses or certifications that a proposed use fits a building.
Commercial Real Estate Lending, Comptroller’s Handbook, version 2.0
Office of the Comptroller of the Currency · Checked 2026-09-30
March 2022 supervisory handbook; lease review, property income, re-leasing costs and property-type distinctions.
- Bank supervisory guidance, not a property appraisal, current market survey or universal financing standard. No handbook percentage is adopted as a deal assumption.
What this edition does
- Editorial workflow, not an automated property investigation, valuation or approval.
- Public sources support the research questions, not the fictional example facts.
- A supplied reference remains subject to human review; unknown and conflicting evidence must stay visible.