Create Property

The wizard lets you create a new property in under two minutes. Required fields are property type, name, street, postal code, and city — all other details can be added immediately or later.

Common Tasks

• Create a new property step by step
• Upload an energy certificate during creation
• Use the address field and check geocoding
• Edit a property after creation
• Add the first rental unit to a property

How to

Start the wizard

1. Navigate to Properties in the left navigation.
2. Click Create property in the top right.
3. Follow the four steps — you can go back at any time to make corrections.

Step 1 — Type and name

Choose the property type and assign an internal name:

• Property type (required) — e.g. "Apartment building" for a residential building with multiple units
• Name (required) — e.g. "Sample Street 12, Berlin" or "Rear Building Schmidt Lane"
• Description (optional) — a brief internal note for the team

Example: Creating the property "Fichtestraße 3–5" as an apartment building for the Müller GbR partnership.

Step 2 — Address

The address field suggests addresses in real time and transfers coordinates automatically:

• Street and house number (required)
• Postal code (required) and city (required)
• Country — DE, AT, CH, FR, or GB
• Region / state (optional)

Select a suggestion from the list so that Locari sets latitude and longitude. If you type an address manually without selecting a suggestion, the map location will remain empty.

Step 3 — Building details (optional)

All fields in this step are optional:

• Construction year — e.g. "1978"
• Number of floors — e.g. "4"
• Acquisition date — when you acquired the property
• Monument protected — checkbox
• Floor plan URL — link to an external floor plan
• Internal notes — free text for the team

Step 4 — Energy and heating (optional)

Upload the energy certificate PDF so Locari fills in the values automatically:

• Heating type — central heating, district heating, underfloor heating, etc.
• Certificate type — demand certificate or consumption certificate
• Primary energy demand (kWh/m²a)
• Energy efficiency class — A++ to H
• Valid until — certificate expiry date
• CO₂ efficiency class (FR only — DPE) and SAP score (GB only — EPC)

Views and Fields

Required fields

• Property type — selected from the list; GRESB-aligned (residential, office, retail, industrial, etc.)
• Name — up to 255 characters, internal identifier
• Street, postal code, city — required for geocoding

Optional fields

• Hide street number — checkbox for listings without a visible house number
• Description — free text for the team
• Construction year — four-digit year
• Number of floors — whole number
• Acquisition date — date in YYYY-MM-DD format
• Monument protected — boolean
• Floor plan URL — external link
• Internal notes — free text

Audit and History

Every change after the initial save is recorded in the History tab. The creation itself appears as the first entry "Property created".

Retention: The history is retained for the entire lifetime of the property. Deleting the property permanently removes the history and all rental units.

Permissions and Multi-select

• Create property: all members with a role in the account.
• Edit property: all members with a role in the account.
• Delete property: all members with a role in the account — the action is irreversible.
• All properties at a glance: Properties overview — search by name or address, filter by property type, sort by number of units.

Related Pages

• Properties overview
• Create rental unit
• Create listing
• Getting started