How to size a deal in commercial real estate 

Sizing a deal in commercial real estate involves determining its financial viability and overall value. Here’s a step-by-step approach:

1. Define the Objectives

• Determine the purpose: Is it for investment, development, or owner-occupation?

• Establish key performance indicators (KPIs): ROI, cash flow, or appreciation.

2. Evaluate the Property

• Type of Asset: Office, retail, industrial, multifamily, etc.

• Location: Proximity to infrastructure, demand, and demographics.

• Condition: Physical state, required improvements, and compliance with regulations.

3. Determine the Purchase Price

• Market Analysis: Compare recent sales of similar properties (comps).

• Appraisal Value: Professional appraisal for an accurate assessment.

4. Analyze Income Potential

• Net Operating Income (NOI):

• Evaluate current and projected rent rolls.

• Consider market vacancy rates and leasing terms.

5. Calculate Key Metrics

• Cap Rate:

• Cash-on-Cash Return:

• Debt Service Coverage Ratio (DSCR):

6. Financing Analysis

• Identify loan terms: interest rates, loan-to-value (LTV) ratio, and amortization period.

• Assess whether the property’s cash flow covers debt obligations.

7. Project Capital Expenditures (CapEx)

• Account for repairs, upgrades, or redevelopment costs.

• Include these in financial projections.

8. Conduct a Sensitivity Analysis

• Model scenarios for changes in interest rates, vacancy rates, or operating costs.

• Assess risks and build contingency plans.

9. Consider Tax Implications

• Analyze potential tax benefits (depreciation, deductions).

• Estimate property taxes.

10. Final Due Diligence

• Confirm zoning laws, environmental assessments, and legal clearances.

• Review tenant leases and contracts.

11. Evaluate Exit Strategies

• Resale potential, anticipated appreciation, or holding period profitability.

Example

• Property Price: $5,000,000

• NOI: $400,000

• Cap Rate:

• Loan Details: 75% LTV, 6% interest, 20-year amortization.

• Debt Service: ~$323,000/year.

• DSCR:

This would be a viable deal if it meets your financial goals and risk tolerance.

Let me know if you’d like help with any specific calculations!

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