Altus Insite Workbook.fm
Transcription
Altus Insite Workbook.fm
Altus InSite Altus InSite Altus InSite is a rich database with the most complete and up-to-date information on available office and industrial space in the GTA, as well as a limited number of available retail spaces. Toronto Real Estate Board Members can access the commercial listings contained in the Altus InSite database on a pay-per-use basis. Once registered, users can: • purchase detailed reports that include asking rates, additional rents, and full contact information • print reports • access advanced filtering options when searching. Access to additional search and reporting tools is available by subscription. Accessing Altus InSite To access the pay-per-use features of Altus InSite, you must first be logged in to TorontoMLS/New Stratus. You can then access Altus InSite from either the home page or the Commercial Resource Centre. From the Home Page At the TorontoMLS/New Stratus home page: 1. Click the More Resources slider on the right-hand side of the screen. Altus InSite 1 Altus InSite 2. Click the Altus InSite link to view TREB’s Altus InSite page. 3. First-time users must click the link to register for pay-per-use access. After you have registered, you can access the database by clicking the link for registered users. First-time users click here Registered users click here FAQs NOTE: If you have any questions regarding pay-per-use access to Altus InSite or the registration process, click the FAQ link. If you still have questions, contact the TREB Help Desk at 416-443-8100. From the Commercial Resource Centre At the TorontoMLS/New Stratus home page: 1. Click the Commercial Division Information to access the Commercial Resource Centre. 2 Altus InSite Altus InSite logo 2. Click the Altus InSite logo to view TREB’s Altus InSite page. 3. First-time users must click the link to register for pay-per-use access. After you have registered, you can access the database by clicking the link for registered users. Registering for pay-per-use access The first time you use Altus InSite, you will need to click the link for first-time users. This will take you to the registration form. After this first time, click the link for registered users to advance to the login page. 1. Fill in the registration form completely. All fields are required except for the Title field. The information entered will be used to create your personal information banner that appears at the top of your reports. 2. In the email field, enter your Trebnet email address. This is the email address given to you when you first became a Member of TREB. You will be able to change this email address once your registration is completed. TIP: If you forget either your Trebnet email address or the password to this account, you can call the TREB Help Desk at 416-443-8111. 3. When the form is completed, click Register Now. You will receive a verification email in your Trebnet email Inbox. 4. Login to your Trebnet email to locate the message from Altus InSite. 3 Altus InSite TIP: To read your Trebnet email, you can use any web-based email reader. Two examples are: https://treb.electricmail.com or www.mail2web.com. 5. Open the message from Altus InSite. Click the link in the message to activate your account. Upon verification, your account is activated and you are transferred to the Altus InSite web page. Click link to complete activation of your account Logging in to Altus InSite Each time you access the Altus InSite database, you should login so that you are able to purchase reports, if needed. You are not charged for searching the site, only for purchasing reports. 1. Click Login at the top of the Altus InSite home page. Login 4 Altus InSite 2. Enter your Username and Password created when you registered. 3. Click Login. TIP: If you forget your Password, click the Forgot Your Password tool. Your login details will be sent to your email address. Modifying your Profile (Changing your Email Address) After you login to Altus InSite, you are able to modify your personal profile. You may also change your email address. To modify your profile: 1. Click your name at the top left of the Altus InSite home page. A data form with your information appears. Confirm Password Change Email Update My Profile 2. Change any information desired, including your preferred email address. 5 Altus InSite 3. Click the check box to receive the Quarterly Research Report newsletter, if desired. NOTE: TREB Members can receive a summary of the Quarterly Research Report, not the report itself. Full reports are available to those who subscribe to Altus InSite. 4. When all changes are made, enter your password in the Confirm Password field. 5. Finally, click Update My Profile. The changes are effective after you logout of the database. Searching the Database After logging in to Altus InSite, you will see the home page, the Find screen. 6 Altus InSite To search for listings: 1. Select the type of space you require: Office, Industrial or Retail. 2. Next, select the type(s) of property you want to search for these spaces. 3. Enter a search location. 4. Enter the required area in square feet. 5. Click Find Space to locate matching results. The Property Search Summary appears. Working with the Search Results The Property Search Summary lists all results sorted by municipality, leasing district and address. If you selected more than one type of property for your spaces, they will be organized under three tabs according to property type: office, industrial or retail. By default, office displays. The tabs indicate how many buildings contain spaces to match your criteria. From the Property Search Summary you can: 7 Altus InSite • Select spaces to include in your report. • Refine your search criteria. • You can also use the information at the search results without purchasing a report. Many buildings have additional information that can be accessed by the links within the section for that building. Some buildings have multiple photos, detailed site information and property features. To view these features, click on the File Library links and any other links present in the search results. In order to have access to additional information, such as leasing details, you will need to purchase a report. The steps for completing the purchase are contained in the following sections. 8 Altus InSite Selecting Spaces As you scroll through the Property Search Summary, you will notice that some buildings contain only one available space while others contain two or more spaces. Each building and each space has a check box to be used to select the desired spaces. Click into the check box to select the buildings or spaces that you want to include in your report. Reports cost $24.00 for a set of 1-8 buildings. You can include as many spaces as you want from the 8 buildings. If you exceed 8 buildings, you will be charged an additional $24.00 for each set of 1-8. Personal Information Banner Refine Search Spaces in cart Select building File Library Select space After you select all desired spaces, click Add Selections to Cart. You can see how many spaces you have selected by the indicator below the tabs. 9 Altus InSite Once you have found the spaces you require, you are ready to checkout. To learn about the checkout process, see “Checking Out” below. However, if there are too many results in your summary, you may want to refine your search criteria first. Refining Search Criteria At the initial Find screen, your location options are limited. By refining your criteria, you will have the chance to narrow your location to individual leasing districts rather then entire municipalities. You may also want to adjust some of your other criteria. NOTE: The advanced filters for refining your search are only available when you login to Altus InSite for pay-per-use access. To modify your criteria: 1. Click Refine Search to access additional search filters. 2. You may now select specific Leasing Districts within the specified Municipality. 3. Modify your Property types and size requirements, if desired. 4. Click Refine Results. An updated Property Search Summary appears. If there are now too few results, click the browser back button to return to your previous results. Continue adding selections to your cart. When satisfied with your selections, you are ready to checkout. Checking Out To purchase a report, there are several steps and several opportunities to cancel your report before payment. 1. First, you will need to save the report. Click into the Save Report As field and type a name. 2. Next, review the report to ensure that you have the desired buildings and spaces included. a. Click the check boxes for any space or building to be excluded. Then click Delete Spaces from Survey. 10 Altus InSite b. Click Checkout to proceed to the payment process. NOTE: At any time before the final payment is completed, you can use the browser back button to return to a previous page to select additional buildings or spaces to include in your report, or to start the search over again. If you want to empty your cart of previously selected spaces, you will need to logout and login again. The contents of the cart is tied to your login session. 3. The next screen displays a generic representation of a report. Click Proceed to Confirmation to review the data quality for the spaces you have chosen. This review will indicate any data that may be missing from the report. If there is missing data from a space and you no longer want that space in your report, you can click the Delete button in the right-hand column to exclude the space. a. Verify the charges. There are no refunds after a purchase is completed. You will be charged $24.00 plus HST for each set of 1-8 buildings. Any number of spaces can be selected within those buildings. b. You may return to the selection process by clicking Return to Survey Selection Process. c. To continue with the payment process, click Confirm Charge and Proceed. 11 Altus InSite Delete space Data quality Verify charges Return to Survey Selection Process Confirm Charge and Proceed 4. Click Proceed to Payment Now to complete your transaction in a secure payment gateway. NOTE: You will have 15 minutes to complete your credit card information. If you time out 3 times, you will need to start the entire process again, with a different credit card. 5. Fill in the payment form. 12 Altus InSite 6. Agree to the Terms of Use at the bottom of the form. You cannot proceed without agreeing. 7. This is the last chance to back out of the transaction. Click Proceed to continue. 8. At the confirmation message, click Generate Report to access your report. A thank you message will appear. 9. At the Thank You screen, click View Your Report. You have completed the purchase and may view your report now, or at any time during the next 90 days. Viewing your Report There are two views for reports. 13 Altus InSite Enhanced View This view appears by default after your purchase is complete. Your personal information banner appears at the top along with the name of the report. The Enhanced View displays all spaces in one long continuous page. You can print this page using the browser’s print button. Enhanced View Full Page View Full Page View Full Page View displays one building per page. It also includes more information than is found on the Enhanced View report. For example, Full Page View shows the rental rates for the available spaces. This report can also be printed using the browser print button. You can switch between views by clicking the corresponding links at the top of the report. 14 Altus InSite Enhanced View Full Page View Viewing Reports at Any Time Reports are available for 90 days after purchase. To view reports: 1. Click My Reports at the top of any Altus InSite page. A list of your purchased reports appears. 15 Altus InSite My Reports 2. Click on the name of the report you want to view. The report opens in Enhanced View. Now, you can print the report or switch to Full Page View and print. To print, in either view, click on the browser print button. Browser (IE 9) print button Now that you know how to search in Altus InSite, you may want to explore some of the other features of this database. Additional Features in Altus InSite There are many wonderful resources in the Altus InSite website that require subscription. The following sections provide information on the features that are accessible to all users without subscription. To view a list of features, click the About menu at the top of any Altus InSite page. The Who We Are page opens with a right side menu containing links to the various features. 16 Altus InSite About Menu Definitions The Definitions menu provides links to terms and definitions used in the database. Terms: Explanations of terms organized under tabs for Available and Vacant Indicators, Property Types, and New Supply. Office: Office Market Definitions are organized under tabs for Market Segmentation, Available and Unavailable Definitions, and Available and Vacant Calculations. Industrial: Industrial Market Definitions are organized under tabs for Market Segmentation, Industrial Building Type, and Industrial Property type. The example below illustrates the Industrial Market Definitions under the Market Segmentation tab. 17 Altus InSite Under each page of definitions there is a link to download the information to a PDF document. LEED Green Buildings: Read an overview of the LEED Green Building certification process. Here, you will find a link to the Canada Green Building Council where additional information can be found. BOMA BESt Buildings Program: The four levels of the BOMA BESt (Building Environmental Standards) certification are explained. Maps and Boundaries The Maps and Boundaries menu provides access to office and industrial district maps, 3-D images of downtown Toronto districts and an awesome Flyover video of downtown Toronto. Click on the Office link under Maps and Boundaries to access map options for the City of Toronto. 18 Altus InSite Select City View 3-D maps View Flyover video Illustrated below, is one of the several 3-D maps for available office space in downtown Toronto. Available spaces are colour-coded to indicate space available directly from the landlord, or those by sub-lease. 19 Altus InSite Space Calculator The Office Space Calculator link is under Tenant Resources on the menu. This easy-to-use tool will help you determine exactly how much space your client will require based on the number of spaces they need. Simply enter a number for each type of space, for example Standard Office, and the tool will let you know the number of square feet needed. 20 Altus InSite Subscription There are a number of other resources, such as research and statistical reports, found in Altus InSite. These require a subscription. To learn about the subscription options available, click Subscription Options on the right side menu of the About page. If you have any questions about subscriptions, contact Altus InSite by email at [email protected]. 21