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2. Initial setup

2.8 Adding Your First Real Estate Unit

The Units section allows you to create, configure, and publish tokenized real estate offerings on your platform. Each unit represents a separate property (or share of a property) that investors can purchase tokens in.

2.8.1 Create a New Unit

  1. Navigate to the Units tab in the sidebar.
  2. Click the green Create New Unit button at the top-right corner of the page.
  3. Fill the pop-up modal:
    • Name: Enter the internal name of the property.
    • Type: Select the category (Residential, Commercial, Land).
  4. Click Create Unit to continue to the editing interface.
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2.8.2 Fill Out Unit Details

After creation, you’ll be redirected to the unit configuration screen with multiple tabs:

2.8.2.1 General

The General tab on a unit’s page allows administrators to view and define key information about a real estate unit. It adapts dynamically based on the unit Type (Residential, Commercial, or Land), showing relevant detail fields for each case.

These fields appear regardless of the unit type:

  • Name – Internal and public-facing title of the unit.
    • Displayed in the admin panel for search and identification.
    • Visible on the investment platform.
    • Used in filtering and navigation.
  • Slug – A URL-friendly identifier.
    • Typically auto-generated from the name.
    • Can be edited manually if needed.
  • Type – Category of the property. Options:
    • Residential
    • Commercial
    • Land
      Based on this selection, a corresponding detail block will appear.
  • Status – Current lifecycle state of the unit. Options:
    • Construction
    • Completed
    • Fundraising
    • Rented
  • Location – Full address or location label for the unit.
    • Includes a "Search on map" feature to validate positioning.

Depending on the selected Type, the following sub-blocks are displayed to enter type-specific information:

Residential Details

Used for apartments, houses, condos, etc.

  • Bedrooms – Number of bedrooms.
  • Bathrooms – Number of bathrooms.
  • Total area – Size of the unit.
  • Measure – Unit of measurement (m², ft²).
  • Property type – Select from Apartment, House, Condo, Townhouse, etc.

Commercial Details

Used for offices, retail units, or warehouses.

  • Total area – Size of the property.
  • Measure – m² or ft².
  • Number of units – Total internal divisions (e.g., shops or offices).
  • Parking spaces – Available parking slots.
  • Building class – Commercial grade (Class A/B/C).

Land Details

Used for undeveloped plots or agricultural land.

  • Acreage – Land area value.
  • Acreage unit – Acres or hectares.
  • Zoning type – Legal designation (e.g., Residential, Commercial, Agricultural, Industrial).
  • Utilities available – Select from Electricity, Water, Gas, Sewer, Internet (multi-select).
  • Current use – Present activity or purpose (e.g., farmland, idle).
  • Soil type – Description of the soil (e.g., clay, loam).

Compliance Section

This block captures KYC-related metadata:

  • Issuer company name – Legal name of the entity offering the property.
  • Issuer company country – Country of incorporation.
  • Liquidity score – Internal metric used to assess how easily the unit’s tokens could be traded.

Blockchain Section

This section is used to configure blockchain-related data for tokenized units:

  • Receiving wallet – Ethereum address where tokens will be issued.
    • Editable depending on admin permissions.
    • Used as the destination when pressing “Send Tokens.”
  • Accepted currencies – Toggle support for:
    • USDT
    • USDC
      Only selected currencies will be available to investors during purchase.
  • Smart contract addresses:
    • Token contract – ERC-based contract that manages token minting and burning.
    • Payout contract – Handles automated yield/revenue distributions.
    • Master wallet – Platform-level fallback or treasury wallet.
      Each address is copyable and links out to a block explorer.
  • Send Tokens button – Executes backend operation to issue tokens to the receiving wallet.
    • Enabled only for units with valid blockchain configuration and Completed status.
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2.8.2.2 Description

Add a marketing description of the unit using a text editor. This is shown on the investor backoffice platform.

2.8.2.3 Financials

The Financials tab allows you to input and manage projected returns, costs, and investment thresholds for each unit. This information is used to inform investors and power financial calculators on the platform.

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At the top, choose a unit currency from the drop-down list. All the major fiat currencies are supported.

This currency will apply to all numeric fields in this section.

Here you can also set up the property price and property token price in the currency that was chosen earlier.

You can enter financial projections and cost data for the following fields:

Parameter Description
Value growth Expected annual increase in property value (as a percentage).
Projected rental income Estimated yearly rental return based on property leasing (percentage).
Projected annual income (APR) Expected annual percentage rate of return, reflecting net yearly income.
Projected total income (IRR) Internal rate of return projection, showing long-term profitability.
Minimum investment The smallest amount an investor can commit (in thousands, K).
Underlying asset price The base market value of the property asset (in thousands, K).
Legal fees Estimated legal expenses related to property acquisition and contracts.
Registration tax Government tax applied to property registration (in thousands, K).
Property management Annual fee for managing the property (in thousands, K).
Maintenance reserve Funds allocated for property repairs and maintenance (in thousands, K).
Utilities Annual utility costs (electricity, water, etc.) for the property.
Homeowners insurance Annual insurance premium for property coverage (in thousands, K).

All fields accept percentages or currency values depending on the context.

Changes are stored immediately upon confirmation, and the Publish Changes button in the top right will push them to public once you're ready.

2.8.2.4 Images

Upload property images that will be shown to investors. These should be high-quality and reflect the property’s actual state.

The Images tab allows you to upload, manage, and reorder property images that will be displayed on the public investment page for the unit. Visual presentation plays a key role in attracting investors, so high-quality images are strongly recommended.

To upload images:

  • Drag and drop files into the upload zone, or click Browse to select files manually.
  • Supported formats: .png, .webp and .jpeg / .jpg
  • Maximum file size: 10 MB per image
  • Recommended resolution: minimum width of 1600px for optimal display on the investor backoffice

Uploading progress is shown in the bottom-right corner.

Once uploaded, images appear in a grid layout.

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You can:

  • Reorder images by dragging them — the first image becomes the cover photo on the investor site.
  • Delete any image by clicking the 🗑 icon in the top-right corner of its thumbnail.
  • Upload additional images using the “+” tile.

Changes are applied immediately but will only appear on public after clicking Publish Changes.

2.8.2.5 Documents

The Documents tab allows you to upload and manage all supporting files related to the tokenized property unit. These documents are typically made available to investors on the public unit page, helping ensure regulatory compliance and increasing transparency.

You can upload:

  • PDF (.pdf)
  • Word documents (.docx)
  • Spreadsheets (.xlsx)
  • Images (.jpg, .jpeg)

File size limit: 10 MB per file.

To upload files:

  • Drag and drop them into the designated area
  • Or click Browse to manually select files from your device

Upload progress is shown in a floating status panel at the bottom right.

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Once uploaded, files are listed with the following actions:

  • Rename the file by clicking the pencil icon
  • Delete the file by clicking the trash bin icon

You can upload more files anytime using the "+" button at the bottom of the list.

All uploaded documents are associated with this specific unit only and will be visible on its public investor backoffice after publishing.

2.8.2.6 Transactions

The Transactions tab displays all blockchain-based activity related to token purchases and transfers for a specific unit. This tab provides visibility into the flow of funds and tokens between investors and the platform.

Each transaction entry includes:

  • Value – the monetary value of the transaction (e.g., $1,000,000.00)
  • Tokens – the number of tokens transferred (e.g., 1,000,000)
  • Payment transaction hash – a blockchain hash for the payment operation (includes copy and external view icons)
  • Tokens transaction hash – a hash for the actual token issuance or transfer
  • Transaction time – timestamp of the blockchain event
  • Status – transaction state (e.g., Completed, Failed)

You can search or filter by:

  • Payment or token transaction hash
  • Date range
  • Status
  • Token amount
  • Value
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This helps admins investigate failed transactions, audit sales, or trace investor activity.

Transactions are visible only after the smart contract is published and tokens begin circulating.
Clicking the 🔗 icon next to hashes will open the transaction in the blockchain explorer.
Use the pagination controls to browse through large transaction histories.

2.8.2.7 Owners

The Owners tab displays a comprehensive list of all investors who currently hold tokens for the selected unit. It offers insight into token distribution and user engagement, helping administrators track ownership and investor activity.

Each row includes:

  • User wallet – the blockchain wallet address (with copy and external explorer icons)
  • Email – user’s registered email
  • First name / Last name – full name of the user
  • Country – user’s country of registration (with flag icon)
  • Registration time – when the user registered on the platform
  • Last online – the last time the user accessed the platform
  • Status Active or Blocked
  • Token balance – number of tokens the user holds for this unit
  • First transaction / Last transaction – time range of investment activity related to this unit

Admins can:

  • Search by wallet, name, or email
  • Filter by country, registration date, activity status, or balance
  • Sort by any column
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This makes it easy to identify top investors, troubleshoot blocked users, or analyze token ownership trends.

You can use this tab to:

  • Investigate user-related issues (e.g., blocked status or inactivity)
  • Review investor token holdings before launching updates
  • Monitor ownership concentration or regional distribution

2.8.2.8 Timeline

The Timeline tab provides a chronological log of important events related to the selected unit. It helps administrators document and review milestones such as construction updates, project completions, or other significant activities, ensuring transparency for both internal teams and investors.

Each row includes:

  • Event Date – the date when the event occurred, displayed in month/year format
  • Headline – a short title describing the event (e.g., Construction Ended)
  • Text – an optional extended description with more details about the event
  • Category – classification of the event (e.g., Unit updates)
  • Actions – edit and delete buttons allowing administrators to update or remove the event

Admins can:

  • Create new events using the Create New Event button
  • Search by headline, text, or category
  • Filter events by date, headline, description, or category
  • Export all timeline events into a CSV file for reporting
  • Reset filters to view the full, unfiltered list

This makes it easy to maintain a clear historical record of each unit, track key milestones, and ensure consistent communication with stakeholders.

You can use this tab to:

  • Document important project or construction phases
  • Provide transparent updates to token holders
  • Review and export a full history of unit-related activities for compliance or reporting

To add a new event to the timeline:

1. Open the Event Creation Form

Click the Create New Event button located in the top-right corner of the Timeline tab. This will open a form where you can input event details.

2. Fill in the Event Fields

  • Event date
    Select the date when the event occurred or will occur. This is used to position the event in the timeline chronologically.
  • Event title
    Enter a concise title summarizing the event (e.g., “Construction Ended”, “Unit Sold”, “Legal Approval Received”).
  • Category
    Choose a category from the dropdown to classify the event. Categories help organize events and may be used for filtering later. You can choose either "Payouts and earnings" or "Unit updates"
  • Event description
    Provide a description (up to 1000 characters) with more context or details about the event. This may include internal notes, links, or project references.

3. Submit the Event

Once all required fields are filled in, click the Create button to save the event. The event will be added to the unit’s timeline, and the notification about it will be sent to all unit owners.

2.8.2.9 System logs

The System Logs tab provides a chronological record of all administrative actions, edits, and updates performed on a specific unit. It helps administrators ensure accountability, trace changes, and maintain transparency across the lifecycle of the unit’s data.

Each row in the system log represents a single recorded action and includes the following details:

  • Time – exact date and time when the action occurred.
  • Performed by – the admin or user who executed the action.
  • Action – the type of activity performed (e.g., Edit unit, Publish unit, Rollback, Delete image).
  • IP Address – the originating IP address of the user who made the change, useful for security and auditing.
  • Info – descriptive context for the action, providing details of what was changed (e.g., Edited Unit #385: updated title, price, and availability).

In this tab, the admin can:

  • Search and filter:
    • By time (date range)
    • By user (Performed by)
    • By action type
    • By IP address
    • By info text (full-text search)
  • Sort logs by any column (e.g., show newest actions first).
  • Export to CSV for compliance reporting or deeper analysis.
  • Reset filters to quickly return to the full audit log.

2.8.2.10 Weekly Snapshot

The Weekly Snapshots tab on the Unit page provides a detailed weekly history of key unit metrics and compliance-related metadata. It is designed for transparency, audit support, and regulatory reporting.

Each row represents a snapshot for a specific week. The table supports text search, filter-by-column, and CSV export.

Column NameDescription
PeriodDate range of the snapshot (e.g., 15 Sep 2025 – 21 Sep 2025)
UnitUnique identifier of the tokenized unit (UUID format)
Asset TypeType of asset (e.g., real estate token)
CurrencyValuation currency (e.g., USD)
Nominal QuantityToken amount associated with the unit
Market ValueEstimated market value per unit
Valuation TimeTimestamp of the market value calculation
Issuer NameEntity responsible for the asset issuance
Custodian CountryJurisdiction of the custodial entity
Liquidity BucketLiquidity lock window (e.g., 180 days)
Liquidity ScoreLiquidity rating, typically on a scale (e.g., 5)
Token SupplyTotal token supply of the unit
Report Reference IDIdentifier of the external or internal compliance report
Report ContentTitle or link to the attached report
Public DisclosureIndicates if the snapshot is disclosed to the public (Yes / No)
Storage HashHash of the snapshot stored in IPFS or similar systems
TimeWhen the snapshot was written into the system

Features:

  • Filtering: Each column supports filtering (text input or dropdowns) for easier data navigation.
  • CSV Export: Snapshots can be exported for reporting using the Download CSV button.
  • Reset Filters: Resets all applied filters to default view.

2.8.2.11 Notifications

The Notifications section on each Unit Page allows administrators to manage and broadcast messages specific to that property. This feature ensures stakeholders remain informed about updates, changes, or important announcements directly related to individual units.

Unit-level notifications offer admins the ability to:

  • Send timely updates to users involved with the unit (e.g., investors, managers).
  • Categorize messages for easier tracking and context (e.g., Marketplace Updates, Legal Notices).
  • Maintain a historical record of all sent notifications per unit.

The table with notifications supports various filters to narrow results:

  • Timestamp – Filter by specific date ranges.
  • Category – Filter by predefined notification categories (e.g., Marketplace Updates, Compliance).
  • Users – Show notifications targeted to specific users.
  • Headline – Search by title content.
  • Text – Search within the body of the notification.
  • Status – Filter by delivery status (e.g., Sent, Pending).

Each row in the notification table includes:

  • Timestamp – The exact time the notification was sent.
  • Category – The assigned label indicating the type of notification.
  • Users – The target recipients (if specified).
  • Headline – The title or subject of the message.
  • Text – The full message body.
  • Status – Current state of the notification (e.g., Sent).

To send a new message:

  1. Click the “Create New Notification” button.
  2. In the pop-up modal:
    • Category – Select a relevant category from the dropdown.
    • Notification Title – Enter the headline (this appears as the subject line).
    • Notification Description – Provide the body text with any relevant information.
  3. Click “Send Notification” to broadcast the message to users associated with this unit.

All sent notifications are saved and remain accessible in the unit’s notification log.

2.8.2.12 Blockchain

The Blockchain tab provides administrators with direct interaction capabilities between Tokenizer.Estate and the underlying smart contracts for each tokenized property. This tab is available only to admins with the appropriate blockchain permissions and is designed to offer a transparent, secure, and convenient way to manage token-related operations directly from the Admin panel.

Located within the Unit detailed view, the Blockchain tab displays essential smart contract data such as total and available tokens, transaction history, and sales performance. Admins can connect a supported wallet (e.g., MetaMask) to execute contract operations in real time. Once connected, all available functions dynamically appear based on the user’s role and permissions.

1. Wallet Connection
Admins must connect a supported wallet to interact with the smart contract. Once connected, the system displays the wallet address, balance, locked balance, and assigned roles.

2. Address Information Lookup
Allows quick on-chain verification of any address by entering it manually and retrieving associated balance and role information.

3. Smart Contract Actions
Depending on assigned permissions, admins can:

  • Mint / Burn Tokens – Create or remove tokens from circulation.
  • Pause / Unpause Contract – Temporarily suspend all token transfers, minting, or burning operations. This feature includes a confirmation modal and clear visual indicators of the contract’s status.
  • Force Transfer – Move tokens between addresses if required for administrative purposes.
  • Grant / Revoke Roles – Manage blockchain roles directly from the interface.
  • Lock / Unlock Balances – Restrict or release a user’s token balance.

4. Transaction Visibility
All blockchain actions are logged in real time. When the contract is paused, the interface displays a red warning banner:

“The contract is currently paused. No transactions can be executed until it is unpaused.”

Each operation includes validation, loading states, and success/error notifications to ensure reliable execution. The UI also prevents unauthorized actions by checking wallet roles before displaying available methods.

This feature bridges the gap between the admin dashboard and blockchain operations, giving Tokenizer.Estate administrators a complete, role-based interface for managing tokenized assets securely and efficiently.

2.8.3 Publication Flow

Once all unit information has been entered and saved across all tabs, the top-right toolbar provides controls to preview, publish, or manage the unit’s lifecycle.

  • Reset Changes (an arrow to the right of the Draft label)
    Unpublished changes in unit are saved as a Draft. There can be multiple drafts for the same unit. Pressing the Reset Changes button cancels the latest changes and restores the previous version of the Unit, it may be either another draft, or an already published version. In case if this is a Published version, you won't see a button Publish Changes in green, meaning that all the changes are already on the investor backoffice.
  • Preview
    Opens a read-only view of how the unit will appear on the investor backoffice. Use this to verify correctness before publishing.
  • Publish Changes
    Applies and saves all modifications to the unit. 
  • Archive
    Moves the unit to an archived state. The unit will no longer appear on the investor backoffice, but will remain visible in the admin panel.
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Units without a smart contract are displayed with a label "Coming soon".

If you publish a unit without publishing its smart contract, it will still become visible on the investor-facing website, but in a limited “Coming Soon” state.

  • The unit’s details, images, and description will be visible.
  • The token purchase options will be disabled.
  • A “Coming Soon” badge will appear in the top-right corner of the unit card.
  • Users can click “Notify Me On Launch” to subscribe to updates about its future availability.

To make the unit fully available for investment, you must click “Publish Now” in the admin panel to deploy the smart contract and enable on-chain transactions.

2.8.4 Tokenomics

The Tokenomics section becomes available once the unit’s smart contract is published. It provides administrators with insights into the token supply, sales performance, and transaction activity related to the specific unit. This section ensures transparency around token distribution and helps track investor participation over time.

Each card or widget in Tokenomics provides specific details:

  • Tokens
    • Total tokens – the overall supply defined in the published smart contract.
    • Tokens available – the number of unsold or unallocated tokens remaining.
    • Visualization – a donut chart representing the ratio of available vs. allocated tokens.
  • Token Sales
    • Displays the number of tokens sold across time.
    • Line graph showing sales performance per month.
    • Total sold tokens are summarized above the graph.
  • Transaction History
    • First transaction – record of the earliest purchase, including date, time, and number of tokens.
    • Last transaction – record of the most recent purchase, including date, time, and number of tokens.
    • Timeline visualization that plots token sales chronologically.
Before publishing, the Tokenomics section is not visible. The system prompts admins to publish the smart contract first. Once published, the Tokenomics dashboard appears automatically in the unit’s detailed view.