Adding and updating Property metadata allows for more data points when reviewing reporting in Happy Asset Management. Some property details may pull in via an integration with a PMS system, but adding additional detail is recommended.


1. Navigate to Asset Management

2. Click on the Property that you'd like to edit

3. Click Property Settings

4. Change or add the Primary Type

5. Change or add the Property Class

6. Add any additional details, including Ownership Group, Management Company, Investment Strategy, Acquisition Date, Target Disposition Date, and Disposition Date (if available)

Click Save once complete!


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