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Commercial Real Estate Investment Analysis

Capitalization Rate
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Net Operating Income (NOI)
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Gross Rent Multiplier
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Monthly Cash Flow
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Understanding Capitalization Rate (Cap Rate)

The Capitalization Rate, commonly known as the Cap Rate, is the most fundamental metric in commercial real estate. It represents the expected annual rate of return on a real estate investment property based on the income the property is expected to generate.

How the Cap Rate Formula Works

To calculate the Cap Rate, you divide the property's Net Operating Income (NOI) by its current market value or purchase price. The formula looks like this:

Cap Rate = (Net Operating Income / Property Value) × 100

Practical Example Calculation

Imagine you are evaluating a retail strip mall with the following profile:

  • Purchase Price: $2,000,000
  • Total Annual Rent: $180,000
  • Operating Expenses: $40,000 (Taxes, Insurance, Repairs)
  • Vacancy (5%): $9,000

Your Net Operating Income (NOI) would be $180,000 – $9,000 – $40,000 = $131,000. Your Cap Rate would then be $131,000 / $2,000,000 = 6.55%.

What is a "Good" Cap Rate?

A "good" cap rate is relative to the market and the asset class. Generally, lower cap rates (3% – 5%) indicate lower risk and higher-quality properties in "Class A" locations like New York or San Francisco. Higher cap rates (8% – 12%) often indicate higher risk, older buildings, or locations with less economic stability.

function calculateCapRate() { var price = parseFloat(document.getElementById('propPrice').value); var rent = parseFloat(document.getElementById('monthlyRent').value); var vacancy = parseFloat(document.getElementById('vacancyRate').value); var expenses = parseFloat(document.getElementById('annualExp').value); if (isNaN(price) || isNaN(rent) || isNaN(vacancy) || isNaN(expenses) || price <= 0) { alert("Please enter valid positive numbers for all fields."); return; } // Calculations var annualGrossIncome = rent * 12; var vacancyLoss = annualGrossIncome * (vacancy / 100); var effectiveGrossIncome = annualGrossIncome – vacancyLoss; var netOperatingIncome = effectiveGrossIncome – expenses; var capRate = (netOperatingIncome / price) * 100; var grm = price / annualGrossIncome; var monthlyFlow = netOperatingIncome / 12; // Display Results document.getElementById('resCapRate').innerHTML = capRate.toFixed(2) + "%"; document.getElementById('resNOI').innerHTML = "$" + netOperatingIncome.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 0}); document.getElementById('resGRM').innerHTML = grm.toFixed(2); document.getElementById('resMonthlyFlow').innerHTML = "$" + monthlyFlow.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 0}); document.getElementById('resultsArea').style.display = "block"; }

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