Estimated monthly rental & gross yield on sales property

Owned by Fiona Wilson, created
Last updated: Jul 18, 2023
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The estimated monthly rental value can be added to a sales property which automatically calculates the gross yield percentage figure

Both the estimated monthly rental and gross yield figures can be reported on and also displayed in report results grids and property grids (when viewing property lists via the Organiser)

1. Add estimated monthly rental value

From sales property:

  • Click Financial

  • In Est Monthly Rental Value add the required figure and click into another field (or press tab/enter)
    The Gross Yield percentage is automatically calculated

2. Rental value & gross yield figures on property screen

When closing the property financial screen (shown above):

  • Rental Value & Gross Yield fields are automatically displayed on the property screen

These fields are only displayed on the property screen when a value has been added in the
Est Monthly Rental Value on the property financial screen (shown in step 1)

The Rental Value can be edited on the property screen
The Gross Yield will update when pressing tab/enter or moving to another field

3. Report on estimated monthly rental value & gross yield

Estimated monthly rental value and/or gross yield figures can be reported on via a sales property report

From Power Reports:

  • Select Property Report type and Sales

  • Click Pick Property Criteria and click Show more

  • Select Est. Monthly Rental Value and/or Gross Yield criteria options
    Plus any other options required for the report

Example report

The example below will return all properties for sale and available (that are not external) in the logged in user’s office with an estimated monthly rental value between £2000-4000 with a gross yield between 3-5%

View price estimated monthly rental value and/or gross yield in property report grids and organiser grids

From a report or organiser grid:

  • Right-click over the column headings, select Pick columns and click Est. Monthly Rental Value
    and Gross Yield

  • The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

  • Right-click over the column headings again and click Save grid layout

  • The columns will show when using this type of grid again - grid functions can be used to sort or filter by price/percentage

    • To sort the list, click the column heading

    • To filter the list, click to the right of the column heading (to view filter icon, shown below), enter the figures to filter by and click Update