Acquisition pro forma
Multifamily Property Analysis
Putting the assumptions behind an investment in view.
- Location
- Eastern Shore of Maryland
- Assignment
- Acquisition pro forma
- Client
- Private investor
01 / The challenge
What the project needed to resolve
A four-unit property required a disciplined review of its purchase assumptions, rental income, operating costs, and financing before an acquisition decision.
02 / The contribution
How the work addressed the question
The property report assembled a rent roll, purchase and financing analysis, comparable sales and rental listings, and long-term buy-and-hold projections. It separated operating performance from the effect of debt service.
03 / The deliverables
What the assignment produced
- Acquisition assumptions
- Rent roll and cash-flow model
- Sales and rental comparisons
- Long-term scenario projections
04 / The next decision
What the work made clearer
The investor received a model for evaluating a purchase price against their investment strategy. By bringing rental income, operating expenses, financing, and projected cash flow into one analysis, the work provided a clearer basis for comparing the opportunity with the investor’s requirements and negotiating an appropriate price.
Project credits
Client: a private investor. Causeway’s role: commercial real estate brokerage, financial modeling, and investment analysis.
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