Core concepts
Value-add levers
Rehab, rent increases to market, expense reduction, utility recapture (RUBS), and repositioning to higher tenant class.
NOI-driven valuation
Commercial real estate values rise as NOI rises, divided by market cap rate.
Compound with refinance
Forced equity is realized via cash-out refinance and redeployed, multiplying capital.
Examples
- $1M acquisition + $300k rehab → +$200k NOI → $1.6M valuation at 5.5% cap.
Practical applications
- BRRRR singles and small MF.
- Value-add apartment syndications.
- Repositioning Class C → Class B properties.
Common mistakes
- Over-rehabbing for the local rental market.
- Underwriting rent increases that don't survive lease renewal.
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