The Unit Mix page helps you instantly convert your rent roll, occupancy report, or offering memorandum (OM) into a clean, structured unit mix table. Once extracted, this data auto-generates your Gross Potential Rental Income (GPRI) and connects directly to the Income & Expenses page—saving you time and improving accuracy.
🔍 What You Can Do on the Unit Mix Page
Feature | Description |
Upload Documents | Drag and drop or upload rent rolls, occupancy reports, or OMs |
AI-Powered Extraction | Automatically detects unit types, rents, occupancy, and more |
Select Separator Columns | Choose which fields define a unique unit type (e.g., Size, Climate Control) |
Pull Current & Market Rents | Auto-fill Current Rent from the document and Market Rent using Radius+ data |
Send to Income & Expenses | Once your unit mix is confirmed, your GPRI is auto-calculated and used downstream |
🧭 Step-by-Step Guide
1. Upload Your Source Document
Drag and drop, or click Choose file to upload:
📄 Rent Roll (preferred)
📄 Occupancy Report
📄 Offering Memorandum (OM)
Then, select your property type (e.g., Self Storage) to optimize the data extraction process.
2. Select Separator Columns
After uploading, you’ll be prompted to choose separator columns—these define what makes a unit type unique.
For example, you might select:
Size
Climate Controlled
Vacant
This tells Cactus to group units with the same size, climate control status, and occupancy into one line in the unit mix.
👉 You can choose up to 3 separator columns.
3. Review & Edit the Generated Unit Mix
Cactus will instantly generate a full unit mix table including:
Field | Description |
Size & Area | Unit dimensions and calculated square footage |
# of Units | Number of units for each type |
Current Rent | Pulled from the document, with per SF calculation |
Market Rent | Automatically pulled from Radius+ (if available) |
Other Income | Optional per unit income (e.g., admin fees) |
Vacant Units & % Occupancy | Based on rent roll data |
Climate Controlled Toggle | Set to Yes or No by unit type |
You can edit any row, add or remove rows, and even upload additional documents to refine the mix.
4. Use the Unit Mix in Income & Expenses
Once finalized, your unit mix is synced to the Income & Expenses page.
GPRI is auto-calculated based on unit count × current rent
You can toggle to use market rent for value-add modeling
Each row contributes to your project's revenue forecast
📌 No need to enter income manually if you're using the Unit Mix (auto) option in the Income & Expenses section.
💡 Pro Tips
If your rent roll has extra columns like "Floor" or "Rental Discounts," include them as separators for more granular modeling.
Use the Market Rent column when modeling rent increases for value-add plans.
Want to make adjustments later? You can always return to the Unit Mix and update it.
📘 Summary
The Unit Mix Page is where your deal starts to take shape. With just a rent roll or OM, Cactus will extract your data, group your units, and provide current and market rent insights using Radius+. From there, it flows directly into your pro forma—automatically powering GPRI and setting the stage for a detailed income analysis.
👉 Next Step: Learn how to build your pro forma
Head to this guide next:
🔗 How to Use the Income & Expenses Page