Worksheet Commercial Real Estate Investment Assessment

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Worksheet Commercial Real Estate Investment Assessment

Worksheet Commercial Real Estate Investment Assessment

{{company_name}} {{company_address}} Phone: {{phone}} Email: {{email}} Website: {{website}}

1. Executive Summary

1.1. Investment Opportunity Name: {{investment_opportunity_name}}

1.2. Property Address: {{property_address}}

1.3. Proposed Acquisition Price: {{proposed_acquisition_price}}

1.4. Key Investment Highlights: {{key_investment_highlights}}

1.5. Key Risks Identified: {{key_risks_identified}}

1.6. Recommendation: {{recommendation}} (Acquire/Do Not Acquire/Further Investigation)

2. Property Information

2.1. Property Type: {{property_type}} (e.g., Office, Retail, Industrial, Mixed-Use)

2.2. Size (Lettable Area): {{size_lettable_area}} square meters/feet

2.3. Year Built/Last Renovated: {{year_built_renovated}}

2.4. Zoning Classification: {{zoning_classification}}

2.5. Legal Description and Title Deed Information: {{legal_description}}

2.6. Current Occupancy Rate: {{current_occupancy_rate}}%

2.7. Major Tenants and Lease Expiry Dates: {{major_tenants_lease_expiry}}

3. Market Analysis

3.1. Local Market Dynamics: {{local_market_dynamics}} (e.g., supply, demand, vacancy rates)

3.2. Comparable Property Analysis (Comps): {{comparable_property_analysis}} (provide details of 3-5 comparable properties)

3.3. Economic Indicators (Local/Regional): {{economic_indicators}} (e.g., GDP growth, employment rates)

3.4. Infrastructure Development Plans: {{infrastructure_development_plans}} (proximity to transport, amenities)

4. Financial Analysis

4.1. Purchase Price: {{purchase_price}}

4.2. Transaction Costs: {{transaction_costs}} (e.g., transfer duty, legal fees, agent commission)

4.3. Capital Expenditure (Capex) Projections: {{capex_projections}} (e.g., renovations, upgrades)

4.4. Operating Expenses (Opex) Projections: {{opex_projections}} (e.g., rates, taxes, utilities, management fees)

4.5. Rental Income Projections: {{rental_income_projections}} (based on current leases and market rates)

4.6. Vacancy Allowance: {{vacancy_allowance}}%

4.7. Net Operating Income (NOI) Calculation: {{noi_calculation}}

4.8. Capitalization Rate (Cap Rate) Analysis: {{cap_rate_analysis}}

4.9. Internal Rate of Return (IRR) Projection: {{irr_projection}}

4.10. Cash-on-Cash Return: {{cash_on_cash_return}}

4.11. Debt Financing Details: {{debt_financing_details}} (e.g., loan amount, interest rate, terms)

5. Due Diligence Checklist

5.1. Legal Due Diligence: {{legal_due_diligence}} (e.g., title search, servitude, zoning compliance)

5.2. Financial Due Diligence: {{financial_due_diligence}} (e.g., past income statements, operating expenses, tenant arrears)

5.3. Technical and Environmental Due Diligence: {{technical_environmental_due_diligence}} (e.g., structural integrity, environmental assessments, maintenance history)

5.4. Lease Review: {{lease_review}} (understanding all tenant agreements and clauses)

5.5. Insurance Review: {{insurance_review}} (current and proposed insurance coverage)

6. Risk Assessment and Mitigation Strategies

6.1. Market Risk: {{market_risk}} (e.g., economic downturn, competition, demographic shifts)

6.2. Property Specific Risk: {{property_specific_risk}} (e.g., deferred maintenance, environmental hazards, tenant concentration)

6.3. Financial Risk: {{financial_risk}} (e.g., interest rate fluctuations, unexpected expenses, rental income volatility)

6.4. Legal and Regulatory Risk: {{legal_regulatory_risk}} (e.g., zoning changes, new building codes, tenant disputes)

6.5. Mitigation Strategies: {{mitigation_strategies}}

7. Investment Team and Advisors

7.1. Lead Assessor: {{lead_assessor}}

7.2. Financial Analyst: {{financial_analyst}}

7.3. Legal Counsel: {{legal_counsel}}

7.4. Property Valuer: {{property_valuer}}

7.5. Environmental Consultant: {{environmental_consultant}}

7.6. Other Advisors: {{other_advisors}}

8. Conclusion and Recommendation

Based on the comprehensive assessment, the following recommendation is made regarding the acquisition of {{investment_opportunity_name}}:

{{detailed_recommendation_and_justification}}

Prepared by:

{{assessor_name}}

{{assessor_title}}

Date: {{date}}

Signature:

_____________________________

{{authorised_signatory_name}}

{{authorised_signatory_title}}

Date: {{signature_date}}