Worksheet Commercial Real Estate Investment Assessment

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Investment Opportunity Overview

**Property Name:** {{property_name}}

**Property Address:** {{property_address}}

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

**Current Owner:** {{current_owner}}

**Asking Price:** {{asking_price}}

**Date of Assessment:** {{date_of_assessment}}

Financial Analysis - Acquisition Costs

**Purchase Price:** {{purchase_price}}

**Transfer Duty/Taxes:** {{transfer_duty_taxes}} (e.g., % of purchase price)

**Legal Fees:** {{legal_fees}}

**Agent/Broker Commissions:** {{agent_commissions}} (e.g., % of purchase price)

**Due Diligence Costs:** {{due_diligence_costs}} (e.g., surveys, environmental assessments)

**Other Acquisition Costs (Specify):** {{other_acquisition_costs}}

Financial Analysis - Operating Income & Expenses (Pro Forma)

**Gross Rental Income (Annual):** {{gross_rental_income_annual}}

**Vacancy Rate Assumption:** {{vacancy_rate_assumption}}%

**Effective Gross Income:** {{effective_gross_income}}

**Operating Expenses (Annual):**

- Property Management Fees: {{property_management_fees}}

- Property Taxes: {{property_taxes}}

- Insurance: {{insurance_cost}}

- Utilities: {{utilities_cost}}

- Maintenance & Repairs: {{maintenance_repairs_cost}}

- Other Operating Expenses (Specify): {{other_operating_expenses}}

**Total Operating Expenses (Annual):** {{total_operating_expenses_annual}}

**Net Operating Income (NOI):** {{net_operating_income}}

Financial Analysis - Valuation Metrics

**Capitalization Rate (Cap Rate):** {{cap_rate}} (NOI / Purchase Price)

**Cash-on-Cash Return:** {{cash_on_cash_return}} (Annual Pre-Tax Cash Flow / Total Cash Invested)

**Debt Service Coverage Ratio (DSCR):** {{dscr}} (NOI / Annual Debt Service)

**Internal Rate of Return (IRR) (Projected):** {{irr_projected}}%

**Payback Period (Projected):** {{payback_period_projected}} years

Market Analysis

**Local Market Conditions:** Describe current supply and demand, vacancy rates, rental trends, and economic outlook in {{city/region}}.

**Comparable Properties (Comps):** List recent sales or lease rates for similar properties in the area.

**Growth Potential:** Assess potential for rental growth and property value appreciation.

Property Specifics & Due Diligence

**Building Age & Condition:** {{building_age}}, {{building_condition_notes}}

**Renovations/Upgrades Required:** {{renovations_required_description}}

**Zoning & Land Use:** {{zoning_classification}}, {{permitted_uses}}

**Environmental Assessment Notes:** {{environmental_assessment_notes}}

**Tenant Mix & Lease Terms (for income-generating properties):** {{tenant_mix_description}}, {{average_lease_term}} years, {{lease_escalation_clauses}}

**Access & Parking:** {{access_details}}, {{parking_details}}

**Infrastructure & Amenities:** {{infrastructure_amenities_nearby}}

Risk Assessment

**Market Risk:** {{market_risk_factors}}

**Tenant Risk:** {{tenant_risk_factors}}

**Property Specific Risk:** {{property_specific_risk_factors}}

**Interest Rate Risk:** {{interest_rate_risk_factors}}

**Other Risks (Specify):** {{other_risks}}

Recommendation & Conclusion

**Overall Assessment (Summary):** {{overall_assessment_summary}}

**Key Strengths:** {{key_strengths}}

**Key Weaknesses/Concerns:** {{key_weaknesses_concerns}}

**Recommendation:** {{recommendation_acquire_or_not}}, based on {{rationale_for_recommendation}}

Signature Block

_________________________

{{assessor_name}}

{{assessor_title}}

{{date}}