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Investment Analyst
Current Version - 15.01.05
Release Date May 5, 2008


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To check the Version and Release Date of Analyst that is installed on your computer, click on the About tab on the Analyst Worksheet.

Version 15.01.05

Release Date 5/05/2008


Commercial Complete

  • Maintenance Item - Minor change speed Commercial Complete List View Display
  • Maintenance Item - Expansion of Key Indicators Column in List View
Release Date 05/01/2008

New Commercial Complete Enhancements - Must have purchased Analyst in 2008 or have the 2008 UAP
  • Commercial Complete Import Wizard. With this option you can import data from various data providers; including Co-Star and your Multilist.  If your data source provides the ability to download data into a text file (CSV file) or to an Excel Spreadsheet, the information can be imported into Commercial Complete.
  • Commercial Complete Field Wizard. The addition of a Field Wizard that enables you to customize any field, rename it, or use it for another purpose.  For example, if the Real Estate Tax ID is called a Parcel No. in your area, you can change the name to suit your local area.
  • Specific Help Information has been added for each field in Commercial Complete.  This includes the ability to add your own notes to any field, so that you can add specific instructions on what data should be entered in a field. A good way to remind yourself or inform colleagues.
  • Any field can be printed, or prevented from being printed, on the Property Datasheet
  • Several new fields have been added
  • The Buildings Tab has been renamed to the Improvements Tab and has been enhanced to accommodate various property types, including Land Development.
  • New List View options to provide custom views of data
  • Dropdown menus added to certain fields to facilitate data entry
  • Added Statistics Summary Page option - prints mean and median sale price, range of dates and other useful information
Maintenance Items
  • General
    • Improved Vista compatibility
    • Enhanced graphical interface
    • Enhanced user's ability to customize spreadsheet reports
  • Investment Analyst Worksheet
    • Improved Initial Display Speed
    • Switching from Stable to Lease Analysis caused incorrect value to be displayed - corrected
  • Commercial Complete
    • Improved Search Function
    • Improved Manage Photos Function
    • Added ability to add an Empty Database
    • Increased field size of many fields
    • Added Property Sub-type field and several other fields
    • Improved record updating methods
  • Reports
    • Printer Setup - printer did not always change - corrected
    • Tenant Listing - minor changes for better display
    • DCF Report - minor change to improve display of PV of Cash Flows at bottom
    • Key Numbers - minor change to improve displayed text
    • Property Datasheet - Improved printing of long descriptions and/or notes
    • Improvements Datasheet - added separate Cost Summary Page for multiple improvements
    • Rent Schedule-was not displaying Reimbursements-corrected

Version 14.01.08

Release Date 01/07/2008

New
- Must have purchased Analyst in 2008 or have the 2008 UAP
  • Enhanced Commercial Complete Help and manual
  • Investment Analyst Manual in PDF format
  • Modified Activation process to enable Analyst and Commercial Complete to run on Macintosh computers running MS Windows operating systems
  • Added capability to select and delete multiple records in Commercial Complete - must have current license or UAP
Maintenance Items
  • A possible error would occur when importing Property Records - corrected
  • Improved Excel export function to reduce file size and eliminate blank pages
  • Landscape box on Report Control Panel was disabled - corrected
  • Changes to certain Data Entry fields were not always updated when Enter Key or Arrow Keys were pressed - corrected
  • Button label on Defaults tab was incorrect - corrected

Release Date 12/07/2007 - No changes in functionality. Minor housekeeping items only.
Release Date 11/28/2007 - No changes in functionality. Minor housekeeping items only.
Release Date 11/14/2007
Maintenance Item - A possible error would occur when adding a property type in Commercial Complete. Corrected.
Release Date 11/12/2007
Maintenance Item - A possible error would occur when going from the Property Data screen to the Report Control Panel. Corrected.
Maintenance Item - A possible error occurred when the Building Age field was empty. Corrected.
Release Date 11/05/2007
Modifications / Additions - The items below will be activated only if you purchased Analyst in 2007, if you purchased an Analyst Upgrade in 2007, or if you purchased the 2007 Annual Subscription. Click here to upgrade now.
Commercial Complete - Property Data Added a section for Listing Data. New fields include Listing Price and Date, Listing Company, Listing Agent and Phone, and Contact Name and Phone.

Added a Notes field for the Sales section, Assessment section, Typical Lease section, and Listing section. These fields are useful for making additional notes or comments. For example, your research of a sale may reveal that the stated sale price is inaccurate or that it includes the sale of business assets. These notes do no print on any reports.

Maintenance Items - NONE

14.01.06 - Release Date 10/08/2007

Modifications / Additions - The items below will be activated only if you purchased Analyst in 2007, if you purchased an Analyst Upgrade in 2007, or if you purchased the 2007 Annual Subscription. Click here to upgrade now.

Print Control Panel Added a Change Font Button and a Print Scale Button to the Print Control Panel so that font size and Print Scale can be modified while viewing a report on the screen.
Added a Global Settings option so that Text, Headers, and Footers can be automatically displayed on a single or report or all reports for every analysis that you do.
Modified the Property Datasheet report for better display when printed. Report will now accommodate single family dwellings. Typical Lease data will be printed, if entered.
Commercial Complete - Property Data Added new buttons and Dropdown Menus to facilitate data entry.
Added a Sale Data section that now can include current and previous sale price data. Growth rates between sales are calculated and displayed.
Added a section for Typical Lease Data so that rental data for the property can be stored and retrieved.
Added an Assessment section. Land and Building data can now be stored for a property.
Added 54 new fields. Among these is a Community field, a School District field, a Prior Sale Price field, and several single family fields.
Enhanced the Find function. All fields in a property record can now be searched.
Either a Building's age or the Year Built can now be entered in the Age field.


Maintenance Items
- Maintenance changes have been made to fix minor items. These changes will be immediately activated when you install this version, regardless of your upgrade status.

Property Data A "script error" was sometimes displayed when loading Property Data - corrected
Modified location of some buttons for better navigation
Print Control Panel Print Text checkbox was always "grayed-out." - corrected
Second page of Property Datasheet (Building Detail) did not always display correctly - corrected
Minor changes to some reports and report formatting options


14.01.04 - Release Date 04/17/2007

Maintenance Items - A change was made in Version 13.01.03 that caused an error, under certain conditions, when printing the Projected Cash Flow Report and the Proof of Yield Report. This problem has been corrected. WE RECOMMEND THAT ALL USERS UPDATE TO THIS VERSION. These changes will be immediately activated when you install this version, regardless of your upgrade status.


14.01.03 - Release Date 03/07/2007

Modifications / Additions - The items below will be activated only if you purchased Analyst in 2007, if you purchased an Analyst Upgrade in 2007, or if you purchased the 2007 Annual Subscription. Click here to upgrade now.

Worksheet Added radio button next to Required IRR and Indicated Value fields. User can now toggle between calcualting IRR or calculating Indicated Value, permitting easy extraction of yield rates or the calculation of a yield rate while holding the value constant.
Print Control Panel Added checkbox to permit printing of address detail above each comp. on Comp.Grid Report. Can be toggled on and off.
Added @SHOW DIALOG command. When placed in Report or Control Text, Print dialog will be presented when a report is printed.
Enhanced ability to recognize certain HP printer drivers
Property Data Stopped 'Add Reference' Message from appearing when a new property record is added.
Error sometimes occurred when doing a Comp.Analysis and switching from a Comp.Tab to the Subject Tab - corrected
Land Value label on bottom right side of Comp.Grid screen sometimes displayed incorrectly - corrected.
Comparables sometimes disappeared after being added to a Comparable Analysis - corrected.
Miscellaneous Large characters were appearing on the Income and/or Expense screens under certain conditions - corrected
Added option under Help Tab to automatically check the Internet for updates and verify the installed version of Analyst.
Added Menu option under Help Tab to display Analyst Manual in PDF format

Maintenance Items - Maintenance changes have been made to fix minor items. These changes will be immediately activated when you install this version, regardless of your upgrade status.

Property Data Land Value field was greyed when empty - corrected
Land Value field increased to 4 decimals to permit more accurate display of s.f.
Number of Structures field was greyed when empty - corrected
Re-order Comps Button would allow re-odering of only 3 comps - corrected
Added 'Last Backup Date' to Manage Data Tab
Eliminated certain error messages that would randomly occur
Print Control Panel Unit Sales Expense Report heading was not printing correctly - corrected
Worksheet Screen Text in Terminal Cap Rate field was appearing incorrectly when doing a Stable Analysis (did not affect value calculation) - corrected
Unit Sales Grid - added reversion line
Unit Sales Grid - added 4th decimal to units column for more accurate rounding of total
Cashflows Grid was not displaying rows correctly under some conditions - corrected


13.01.04 - Release Date 01/26/2007

Maintenance Items - A few maintenance changes have been made to fix minor items. These changes will be immediately activated when you install this version, regardless of your upgrade status.

Property Data / Print Control Panel On certain machines, the Property Database failed to load - corrected
Print Control Panel Under some conditions, the Printed Checked Reports option did not function properly - corrected
Print Control Panel to Property Data Property Data screen was resizing improperly - corrected
Worksheet Screen Cash flows Tab was improperly displaying certain columns - corrected
Terminal Cap Rate - Lease Analysis Terminal cap rate was floating when not expected - corrected

13.01.03 - Release Date 01/15/2007

Maintenance Items - A few maintenance changes have been made to fix minor items. These changes will be immediately activated when you install this version, regardless of your upgrade status.

Property Data - General Tab Once entered, Reference Number could not be deleted - corrected
Tax Map No. Check not working properly - corrected
Property Data - Comp.Grid Per Unit Display at bottom right corner sometimes displayed incorrectly. This has been corrected.
Text Windows on Report Control Panel Text entered did not hold under certain conditions - corrected
Income & Expense Tabs These tabs were inproperty displayed in the Analyst Basic - corrected
Land Grid Report Labels sometimes displayed incorrectly - corrected
Valuation Summary Report Modified to better display relevant data
Other Minimized nag messages when switching to DB reports on Report Control Panel

Other Modifications - The items below will be activated if you have the current version of Analyst, if you have purchased the latest Analyst Upgrade, or if you have the 2006 or 2007 Annual Subscription. NONE

13.01.02 - Release Date 12/22/2006

Maintenance Items - Several maintenance changes have been made to fix minor items. These changes will be immediately activated when you install this version, regardless of your upgrade status.

Property Data - Comp.Grid Window Modified Comp.Grid to properly adjust for land when parcel size is greater than five acres
Comparison Grid Report
Property Datasheet
Valuation Summary Report
Land parcels over 5 acres are shown as acreage rather than square feet where appropriate
Worksheet Screen - Unit Sales Spreadsheet window was not properly reflecting number of units - corrected
Report Layout Window Corrected potential program errors that would occur when changing windows
Property Data Screen - General Tab Added code to check for duplicate Tax Map No. - user has the option to accept duplicate
Property Datasheet Now prints Data Source on Property Datasheet


Other Modifications - The items below will be activated if you have the current version of Analyst, if you have purchased the latest Analyst Upgrade, or if you have the 2006 or 2007 Annual Subscription.

Property Data - Comp.Grid Window Both a Land & Building Grid and a Land Only Grid are now available
Added option to adjust Land Value by Front Feet or Building Units (Lots)
Property Data Screen - General Tab Front Feet field can now be set to either Front Feet or Building Units (Lots)

13.01.01 - Release Date 12/01/2006

New Version - Over 1,000 man-hours dedicated to improving the functionality of Analyst. The major modifications that are visible to users are listed below.

Worksheet Redesign Redesigned
A Summary Tab that displays Key Numbers and a Review Tab have been added to give you a better picture of your analysis, all on one screen. Added Quick Entry option so that Total Income, Expenses, and Vacancy can be entered on Worksheet.
View New Worksheet
Worksheet Screen - Unit Sales Redesigned
Valuation Summary Report Added new report that summarizes data that was entered in the Property Data section.
Report Control Panel Modified report formats to better align on the printed page.
Income and Expense Screens Modified to provide better alignment when resized
Help System Enhanced and modified
Other Added Option to check for latest Analyst updates from within Analyst
Added ability to update Analyst from the Internet without un-installing previous version of Analyst
Redesigned installation procedures

"Behind the scenes" modifications to keep Analyst running smoothly and to remain compatible with the MS Windows operating systems








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