Property valuation, market analysis, investment ROI calculations, comparable analysis, and rental yield assessment. Use when evaluating real estate investments, analyzing property markets, or calculating returns.

Real Estate Analyzer Comprehensive frameworks for property valuation, investment analysis, and market assessment. Property Valuation Methods Comparable Sales Approach (CMA) The most common method for residential properties. Relies on recent sales of similar properties. Comparable Property Analysis Template Factor Subject Comp 1 Adj 1 Comp 2 Adj 2 Comp 3 Adj 3 Sale Price Sale Date Distance (mi) GLA (sq ft) Lot Size Year Built Bedrooms Bathrooms Garage Condition Pool/Upgrades Adj. Price Price/Sq Ft Income Approach (Cap Rate) Primary method for commercial and multi family investment properties. Cap Rate Calculator Property Type Typical Cap Rate Risk Profile Class A Multifamily 4.0 5.5% Low Class B Multifamily 5.5 7.0% Low Medium Class C Multifamily 7.0 9.0% Medium Retail (NNN) 5.0 7.0% Medium Office (Class A) 5.5 7.5% Medium Industrial 5.0 7.0% Low Medium Self Storage 5.5 8.0% Medium Hotels 8.0 12.0% High Cost Approach Used for unique properties, new construction, or insurance purposes. Investment Return Calculations Cash on Cash Return Rental Yield Analysis Metric Formula Good Target Gross Yield Annual Rent / Purchase Price 8 12% Net Yield NOI / Purchase Price 5 8% Cap Rate NOI / Current Market Value 5 10% Cash on Cash Cash Flow / Cash Invested 8 12% DSCR NOI / Annual Debt Service 1.25x+ Price to Rent Purchase Price / Annual Rent 10 15x GRM Purchase Price / Gross Annual Income 8 12x Full Investment Return Template Mortgage Payment Framework Market Analysis Framework Market Fundamentals Assessment Factor Metric Data Source Signal Population Growth Annual % change Census, BLS 1% = good Job Growth YoY employment change BLS, local data 2% = good Median Income Growth YoY change Census ACS 3% = good Supply Pipeline Permits issued Census, HUD Monitor Vacancy Rate % of units unoccupied Census, CoStar < 5% = good Days on Market Average DOM MLS data < 30 = hot Price to Income Median Price / Median Income Zillow, Census < 4x = affordable Rent to Income Monthly Rent / Monthly Income HUD, local data < 30% = sustainable Neighborhood Scoring Matrix Category Weight Factors to Evaluate Score (1 10) Employment 25% Job diversity, major employers, growth Schools 20% Ratings, proximity, district reputation Safety 15% Crime stats, trends, perception Infrastructure 15% Transit, roads, walkability, internet Amenities 10% Retail, dining, parks, healthcare Growth Trend 10% New development, rezoning, investment Affordability 5% Price relative to metro, rent trends Total Score 100% Investment Property Scorecard Due Diligence Checklist Pre Offer [ ] Run comparable sales analysis (3 6 recent comps) [ ] Verify rental income (request rent rolls, leases) [ ] Calculate NOI, cap rate, and cash on cash return [ ] Check zoning and permitted use [ ] Review neighborhood crime statistics [ ] Confirm flood zone and insurance requirements [ ] Estimate renovation/repair costs Under Contract [ ] Order professional inspection (structural, roof, HVAC, plumbing, electrical) [ ] Order appraisal [ ] Review title report and survey [ ] Verify property taxes and assessment history [ ] Obtain insurance quotes [ ] Review HOA documents (if applicable) [ ] Confirm utility costs (12 month history) [ ] Environmental assessment (Phase I if commercial) [ ] Verify all permits for past renovations [ ] Review tenant leases and estoppel certificates Pre Closing [ ] Final walk through inspection [ ] Confirm financing terms and closing costs [ ] Set up property management (if using) [ ] Transfer utilities and insurance [ ] Prepare lease agreements for vacant units 1031 Exchange Overview Quick Reference: The 1% and 2% Rules See Also [Finance](../finance/SKILL.md) [Risk Management](../risk management/SKILL.md) [Investment Memo Generator](../investment memo generator/SKILL.md)

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