RealState_OCR / formulas.txt
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FormFormulas:
1. E1 (Building Efficiency)= E2/D2= gross square feet/ rentable square feet eg 71,920/108,270
2. D4 (Land Value Per GSF)= $c4/D$2= total land value/ total GSF
3. E4 (Land Value per RSF)=$c4/E$2= total land value/ total rsf
4. F4 (Land Value per Unit)= $C4/F$2= total land value/ total units
5. D5 (Closing Costs per GSF)= $C5/D$2= total closing costs/ total GSF
6. E5 (Closing Costs per RSF)= $C5/E$2= total closing costs/total RSF
7. F5 (Closing Costs per Unit) = $C5/F$2= total closing costs/ total units
8. C6 ( Acquisition Fee)=C4*0.02= 2% of total land value
9. D6 (Acq fee per GSF)=$C6/D$2= Acq fee/ total GSF
10. E6 (Acq fee per RSF)=$C6/E$2= Acq fee/ total RSF
11. F6 (Acq fee per unit)=$C6/F$2= Acq fee/ total units
12. C7 (Total cost of acquisition)=SUM(C4:C6)
13. D7 (Total Acq cost per GSF)=$C7D$2(SUM(D4:D6))= total acq cost/ total GSF
14. E7 (Total Acq cost per RSF)=$C7/E$2(SUM(E4:E6))= total acq cost/ total RSF
15. F7 (total acq cost per unit)=$C7/F$2= total acq cost/ total units
16. C10 (Total construction GMP)=A10*D2= 338? x 108,270= 338? x GSF
17. D10 (Construction GMP per GSF)=$C10/D$2= Construction GMP/ total GSF
18. E10 (Construction GMP per RSF)=$C10/E$2)= Construction GMP/ Total RSF
19. F10( Construction GMP per Unit)= $C10/F$2)= Construction GMP/ total units
20. C33 (HPD & IH cost)=(3500*F2*0.75)+(5000*F2*0.25)
21. C34 (Retail TI & LC cost)=J41*0.3)+(50*I40)
22. C35(Total soft cost)=SUM(C13:C34)
23. D13(Arch&Int cost per GSF)=$C13/D$2= Arch&Int cost/total GSF
24. D14(Struct Engin cost per GSF)=$C14/D$2= struct Engin cost/total GSF
25. D15(MEP Engin cost per GSF)=$C15/D$2= MEP Engin cost/ total GSF
26. D16 (BPP & Civil Engineer cost per GSF)=$C16/D$2= BPP & Civ Engineer cost/ total GSF
27. D17(Controlled Inspections cost per GSF)=$C17/D$2= controlled inspections cost/total GSF
28. D18(surveying cost per GSF)=$C18/D$2= Surverying cost/total GSF
29. D19 (Utilities cost Per GSF)= $C19/D$2= utilities cost/total GSF
30. D20 (Adv&Mark cost per GSF)=$C20/D$2= Adv&Mark cost/total GSF
31. D21(Acc cost per GSF)=$C21/D$2= Acc cost/total GSF
32. D22(Monitoring cost per GSF)=$C22/D$2=monitoring cost/total GSF
33. D23(FF&E cost per GSF)=$C23/D$2= FF&E cost/total GSF
34. D24(Environmental Consultant fee per GSF)= $C24/D$2= Environmental consultant fee/ total GSF
35. D25(Misc Consultants fee per GSF)=$C25/D$2
36. D26(General Legal cost per GSF)= $C26/D$2
37. D27 (RE taxes per GSF)= $C27/D$2
38. D28(Misc Admin cost per GSF)=$C28/D$2
39. D29(IBR cost per GSF)=$C29/D$2
40. D30(Project team cost per GSF)=$C30/D$2
41. D31(PEM Fees per GSF)=$C31/D$2
42. D32(Bank fees per GSF)=$C32/D$2
43. D33(HPD&IH fees per GSF)=$C33/D$2
44. D34(Retail TI &LC fees per GSF)=$C34/D$2
45. D35(Soft Cost per GSF)=$C35/D$2
46. E13(Arch&Int cost per RSF)=$C13/E$2
47. E14(Struct Engin cost per RSF)=$C14/E$2
48. E15(MEP Engin cost per RSF)=$C15/E$2
49. E16(BPP&Civil Engineer Cost per Rsf)=$C16/E$2
50. E17(Controlled Inspections cost per RSF)=$C17/E$2
51. E18(Surveying cost per RSF)=$C18/E$2
52. E19(Utilities cost per RSF)=$C19/E$2
53. E20(Ad&M cost per RSF)=$C20/E$2
54. E21(Acc cost per RSf)=$C21/E$2
55. E22(Mon cost per RSf)=$C22/E$2
56. E23(FF&E per RSF)=$C23/E$2
57. E24(Env con cost per RSF)=$C24/E$2
58. E25(Misc con cost per rsf)=$C25/E$2
59. E26(Gen legal cost per rsf)=$C26/E$2
60. E27(RE taxes cost per RSF)=$C27/E$2
61. E28(Misc Admin Cost per RSF)=$C28/E$2
62. E29(IBR cost per RSf)=$C29/E$2
63. E30(project team fees per RSf)=$C30/E$2
64. E31(PEM fees per RSF)=$C31/E$2
65. E32(banks fees per rsf)=$C32/E$2
66. E33(HPD &IH fees per rsf)=$C33/E$2
67. E34(Retail TI &LC cost per RSF)=$C34/E$2
68. E35(Soft cost per RSf)= $C35/E$2
69. F13(Arch&int cost per unit)=$C13/F$2
70. F14(Structural engineer cost per unit)=$C14/F$2
71. F15(MEP engin cost per unit)=$C15/F$2
72. F16(BPP&civil engineer cost per unit)=$C16/F$2
73. F17(CI cost per unit)=$C17/F$2
74. F18(Surveying post per unit)=$C18/F$2
75. F19(Utilities cost per unit)=$C19/F$2
76. F20(Ad&M cost per unit)=$C20/F$2
77. F21(Acc cost per unit)=$C21/F$2
78. F22(Mon cost per unit)=$C22/F$2
79. F23(FF&E cost per unit)=$C23/F$2
80. F24(Env con cost per unit)=$C24/F$2
81. F25(Misc con cost per unit)=$C25/F$2
82. F26(Gen legal cost per unit)=$C26/F$2
83. F27(Re taxes per unit)=$C27/F$2
84. F28(Misc admin cost per unit)=$C28/F$2
85. F29(IBR cost per unit)=$C29/F$2
86. F30(Project team cost per unit)=$C30/F$2
87. F31(PEM fees per unit=$C30/F$2
88. F32(bank fees per unit)=$C32/F$2
89. F33(HPD&IH fees per unit)=$C33/F$2
90. F34(Retail TI & LC cost per unit)=$C34/F$2
91. F35(Soft cost per unit)=$C35/F$2
92. C38(Contingency cost)=A38*($C$35+$C$10)= 5% of Construction GMP+total Soft Cost
93. C39( Dev fee)=A39*($C$35+$C$10)= 4% of Con GMP+total soft cost
94. C42(Op reserve)=M15*0.2= 20% of total expenses
95. C44( total Financing Contigency and Reserves)=C35+C10+SUM(C38:C42)+C7= total soft cost+ con GMP+ Acq cost+ total fin con res)
96. D38(Cont per GSf)=$C38/D$2
97. D39( dev fee per Gsf)=$C39/D$2
98. D40(Fin cost per GSF)=$C40/D$2
99. D41(IR per GSF)=$C41/D$2
100. D42(Op res per GSF)=$C42/D$2
101. D44(Total fin con reserves per gsf)=$C44/D$2
102. E38(Cont cost per RSf)=$C38/E$2
103. E39(Dev fee per rsf)=$C39/E$2
104. E40(Fin cost per rsf)=$C40/E$2
105. E41(IR per RSF)=$C41/E$2
106. E42(Op res per Rsf)=$C42/E$2
107. E44(Total fin con reserves per rsf)=$C44/E$2
108. F38(Cont cost per unit)=$C38/F$2
109. F39(dev fee per unit)=$C39/F$2
110. F40(Fin costs per unit)=$C40/F$2
111. F41(IR per unit)=$C41/F$2
112. F42(op res per unit)=$C42/F$2
113. F44(Total fin con reserves per unit)=$C44/F$2
114. J3(Pre LTC Budget)=(C35+C38+C39+C42+C10+C7)
115. J5(True LTC)=J5=M3=True LTC=Debt %
116. J7(Loan Amount)=J4*J3
117. J9(Financing Amt)=J8*J7
118. J11(Interest Rate)=(J10+430)/10000
119. J13(J7*0.7*(J11/12)*J12)
120. J18(Trending Term)=M22+M23
121. J19(Term revenue Inflation)=(1+J16)^($J$18/12)
122. J20(Term Expense Inflation)=(1+J17)^($J$18/12)
123. J28(Interest rate)=(J27+430)/10000
124. J34(Gross Potential FM Rent)=M33*0.75*E2
125. J35(Gross Potential IH Rent)=M33*0.75*E2
126. J36(Other income)=I36*F2*12*0.75
127. J37(Vacancy)=I37*(J36+J34+35)
128. J38(Effective Gross income)=J34-J37+J36+J35
129. J41(Retail rev)=J40*I40
130. J44(Management Fee)=I44*J38
131. J45(RE Taxes)=D2*30*0.1
132. J46(Total Expenses)=SUM(J43:J45)
133. J48(NOI)=J38-J46+J39+J41
134. J49(Stabilized Yield on Cost)=(((J38+J41-J35)*J19)-(J46*J20))+J35
135. J50(Yield on cost %)=J48/($C$44+PV(J21/12,36,0,C27))
136. J51(Stabilized Yield on Cost %)=J49/($C$44+PV(J21/12,36,0,C27))
137. J54(Property Value on Sale+ 25% of Year 1 CF)=(J49/I54)+(J49*0.25)
138. J55(Sale Cost)=I55*J54
139. J56(Net Sale Proceeds)=J54-J55
140. J57(Cash Remaining After Loan Payback)=J56-N3
141. J58(Lp Investment)=N4-J59
142. J59(GP investment)=N4*0.2
143. J61(GP Pref Accrual + Principal)=(1+I61/12)^$I$60*J59
144. J62(LP Pref Accrual + Principal)=(1+I62/12)^$I$60*J58
145. J63(Cash remaining after pref)=J57-J62-J61
146. J64(Promote on JV)=I64*J63
147. J65(Cash to LP)=(J63-J64)*(J58/(J58+J59))
148. J66(Net to LP Investor)=J65+J62
149. M3= (Debt%)=N3/C44
150. M4=(Equity%)=1-M3
151. M5=(Total Cap stack%)=M3+M4
152. N3(Debt)=J13+J7+J9
153. N4(Equity)=C44-N3
154. N5( Cap stack )=N3+N4
155. O3(Debt per Gsf)=$N3/D$2
156. O4(Equity per GSf)=$N4/D$2
157. O5(Cap stack per Gsf)=$N5/D$2
158. P3(Debt per Rsf)=$N3/E$2
159. P4(Equity per Rsf)=$N4/E$2
160. P5(Cap stack per Rsf)=$N5/E$2
161. Q3(Debt per unit)=$N3/F$2
162. Q4(Equity per unit)=$N4/F$2
163. Q5(Cap Stack per unit)=$N5/F$2
164. M10(R&M turnover)=Q10*$F$2
165. M11(Utilities)=Q11*$F$2
166. M12(Admin+Pro)= Q12*$F$2
167. M13 (insurance)=Q13*$F$2
168. M14(Pro fees)=Q14*$F$2
169. M15(Total Expenses)=SUM(M9:M14)
170. N9(Payroll %)=M9/$J$38
171. N10(R&M turnover %)=M10/$J$38
172. N11(Utilities cost %)=M11/$J$38
173. N12(Admin+Pro %)=M12/$J$38
174. N13(Insurance %)=M13/$J$38
175. N14(Pro fees%)=M14/$J$38
176. N15(total expenses %)= M15/$J$38
177. N29(Start Date)=MIn(N21:N28)
178. M35(Blended RSF)=M33*0.75+M34*0.25
179. N33(Total Free market rent)=$M$33*425/12
180. N35(total Blended RSF)=$M$33*750/12
181. O33(Free market rents Sf)=N33/*110/12
182. O34(Affordable rents Sf)=N34*110/12
O35(Blended RSF sf)=N35*110/12ulas:
1. E1 (Building Efficiency)= E2/D2= gross square feet/ rentable square feet eg 71,920/108,270
2. D4 (Land Value Per GSF)= $c4/D$2= total land value/ total GSF
3. E4 (Land Value per RSF)=$c4/E$2= total land value/ total rsf
4. F4 (Land Value per Unit)= $C4/F$2= total land value/ total units
5. D5 (Closing Costs per GSF)= $C5/D$2= total closing costs/ total GSF
6. E5 (Closing Costs per RSF)= $C5/E$2= total closing costs/total RSF
7. F5 (Closing Costs per Unit) = $C5/F$2= total closing costs/ total units
8. C6 ( Acquisition Fee)=C4*0.02= 2% of total land value
9. D6 (Acq fee per GSF)=$C6/D$2= Acq fee/ total GSF
10. E6 (Acq fee per RSF)=$C6/E$2= Acq fee/ total RSF
11. F6 (Acq fee per unit)=$C6/F$2= Acq fee/ total units
12. C7 (Total cost of acquisition)=SUM(C4:C6)
13. D7 (Total Acq cost per GSF)=$C7D$2(SUM(D4:D6))= total acq cost/ total GSF
14. E7 (Total Acq cost per RSF)=$C7/E$2(SUM(E4:E6))= total acq cost/ total RSF
15. F7 (total acq cost per unit)=$C7/F$2= total acq cost/ total units
16. C10 (Total construction GMP)=A10*D2= 338? x 108,270= 338? x GSF
17. D10 (Construction GMP per GSF)=$C10/D$2= Construction GMP/ total GSF
18. E10 (Construction GMP per RSF)=$C10/E$2)= Construction GMP/ Total RSF
19. F10( Construction GMP per Unit)= $C10/F$2)= Construction GMP/ total units
20. C33 (HPD & IH cost)=(3500*F2*0.75)+(5000*F2*0.25)
21. C34 (Retail TI & LC cost)=J41*0.3)+(50*I40)
22. C35(Total soft cost)=SUM(C13:C34)
23. D13(Arch&Int cost per GSF)=$C13/D$2= Arch&Int cost/total GSF
24. D14(Struct Engin cost per GSF)=$C14/D$2= struct Engin cost/total GSF
25. D15(MEP Engin cost per GSF)=$C15/D$2= MEP Engin cost/ total GSF
26. D16 (BPP & Civil Engineer cost per GSF)=$C16/D$2= BPP & Civ Engineer cost/ total GSF
27. D17(Controlled Inspections cost per GSF)=$C17/D$2= controlled inspections cost/total GSF
28. D18(surveying cost per GSF)=$C18/D$2= Surverying cost/total GSF
29. D19 (Utilities cost Per GSF)= $C19/D$2= utilities cost/total GSF
30. D20 (Adv&Mark cost per GSF)=$C20/D$2= Adv&Mark cost/total GSF
31. D21(Acc cost per GSF)=$C21/D$2= Acc cost/total GSF
32. D22(Monitoring cost per GSF)=$C22/D$2=monitoring cost/total GSF
33. D23(FF&E cost per GSF)=$C23/D$2= FF&E cost/total GSF
34. D24(Environmental Consultant fee per GSF)= $C24/D$2= Environmental consultant fee/ total GSF
35. D25(Misc Consultants fee per GSF)=$C25/D$2
36. D26(General Legal cost per GSF)= $C26/D$2
37. D27 (RE taxes per GSF)= $C27/D$2
38. D28(Misc Admin cost per GSF)=$C28/D$2
39. D29(IBR cost per GSF)=$C29/D$2
40. D30(Project team cost per GSF)=$C30/D$2
41. D31(PEM Fees per GSF)=$C31/D$2
42. D32(Bank fees per GSF)=$C32/D$2
43. D33(HPD&IH fees per GSF)=$C33/D$2
44. D34(Retail TI &LC fees per GSF)=$C34/D$2
45. D35(Soft Cost per GSF)=$C35/D$2
46. E13(Arch&Int cost per RSF)=$C13/E$2
47. E14(Struct Engin cost per RSF)=$C14/E$2
48. E15(MEP Engin cost per RSF)=$C15/E$2
49. E16(BPP&Civil Engineer Cost per Rsf)=$C16/E$2
50. E17(Controlled Inspections cost per RSF)=$C17/E$2
51. E18(Surveying cost per RSF)=$C18/E$2
52. E19(Utilities cost per RSF)=$C19/E$2
53. E20(Ad&M cost per RSF)=$C20/E$2
54. E21(Acc cost per RSf)=$C21/E$2
55. E22(Mon cost per RSf)=$C22/E$2
56. E23(FF&E per RSF)=$C23/E$2
57. E24(Env con cost per RSF)=$C24/E$2
58. E25(Misc con cost per rsf)=$C25/E$2
59. E26(Gen legal cost per rsf)=$C26/E$2
60. E27(RE taxes cost per RSF)=$C27/E$2
61. E28(Misc Admin Cost per RSF)=$C28/E$2
62. E29(IBR cost per RSf)=$C29/E$2
63. E30(project team fees per RSf)=$C30/E$2
64. E31(PEM fees per RSF)=$C31/E$2
65. E32(banks fees per rsf)=$C32/E$2
66. E33(HPD &IH fees per rsf)=$C33/E$2
67. E34(Retail TI &LC cost per RSF)=$C34/E$2
68. E35(Soft cost per RSf)= $C35/E$2
69. F13(Arch&int cost per unit)=$C13/F$2
70. F14(Structural engineer cost per unit)=$C14/F$2
71. F15(MEP engin cost per unit)=$C15/F$2
72. F16(BPP&civil engineer cost per unit)=$C16/F$2
73. F17(CI cost per unit)=$C17/F$2
74. F18(Surveying post per unit)=$C18/F$2
75. F19(Utilities cost per unit)=$C19/F$2
76. F20(Ad&M cost per unit)=$C20/F$2
77. F21(Acc cost per unit)=$C21/F$2
78. F22(Mon cost per unit)=$C22/F$2
79. F23(FF&E cost per unit)=$C23/F$2
80. F24(Env con cost per unit)=$C24/F$2
81. F25(Misc con cost per unit)=$C25/F$2
82. F26(Gen legal cost per unit)=$C26/F$2
83. F27(Re taxes per unit)=$C27/F$2
84. F28(Misc admin cost per unit)=$C28/F$2
85. F29(IBR cost per unit)=$C29/F$2
86. F30(Project team cost per unit)=$C30/F$2
87. F31(PEM fees per unit=$C30/F$2
88. F32(bank fees per unit)=$C32/F$2
89. F33(HPD&IH fees per unit)=$C33/F$2
90. F34(Retail TI & LC cost per unit)=$C34/F$2
91. F35(Soft cost per unit)=$C35/F$2
92. C38(Contingency cost)=A38*($C$35+$C$10)= 5% of Construction GMP+total Soft Cost
93. C39( Dev fee)=A39*($C$35+$C$10)= 4% of Con GMP+total soft cost
94. C42(Op reserve)=M15*0.2= 20% of total expenses
95. C44( total Financing Contigency and Reserves)=C35+C10+SUM(C38:C42)+C7= total soft cost+ con GMP+ Acq cost+ total fin con res)
96. D38(Cont per GSf)=$C38/D$2
97. D39( dev fee per Gsf)=$C39/D$2
98. D40(Fin cost per GSF)=$C40/D$2
99. D41(IR per GSF)=$C41/D$2
100. D42(Op res per GSF)=$C42/D$2
101. D44(Total fin con reserves per gsf)=$C44/D$2
102. E38(Cont cost per RSf)=$C38/E$2
103. E39(Dev fee per rsf)=$C39/E$2
104. E40(Fin cost per rsf)=$C40/E$2
105. E41(IR per RSF)=$C41/E$2
106. E42(Op res per Rsf)=$C42/E$2
107. E44(Total fin con reserves per rsf)=$C44/E$2
108. F38(Cont cost per unit)=$C38/F$2
109. F39(dev fee per unit)=$C39/F$2
110. F40(Fin costs per unit)=$C40/F$2
111. F41(IR per unit)=$C41/F$2
112. F42(op res per unit)=$C42/F$2
113. F44(Total fin con reserves per unit)=$C44/F$2
114. J3(Pre LTC Budget)=(C35+C38+C39+C42+C10+C7)
115. J5(True LTC)=J5=M3=True LTC=Debt %
116. J7(Loan Amount)=J4*J3
117. J9(Financing Amt)=J8*J7
118. J11(Interest Rate)=(J10+430)/10000
119. J13(J7*0.7*(J11/12)*J12)
120. J18(Trending Term)=M22+M23
121. J19(Term revenue Inflation)=(1+J16)^($J$18/12)
122. J20(Term Expense Inflation)=(1+J17)^($J$18/12)
123. J28(Interest rate)=(J27+430)/10000
124. J34(Gross Potential FM Rent)=M33*0.75*E2
125. J35(Gross Potential IH Rent)=M33*0.75*E2
126. J36(Other income)=I36*F2*12*0.75
127. J37(Vacancy)=I37*(J36+J34+35)
128. J38(Effective Gross income)=J34-J37+J36+J35
129. J41(Retail rev)=J40*I40
130. J44(Management Fee)=I44*J38
131. J45(RE Taxes)=D2*30*0.1
132. J46(Total Expenses)=SUM(J43:J45)
133. J48(NOI)=J38-J46+J39+J41
134. J49(Stabilized Yield on Cost)=(((J38+J41-J35)*J19)-(J46*J20))+J35
135. J50(Yield on cost %)=J48/($C$44+PV(J21/12,36,0,C27))
136. J51(Stabilized Yield on Cost %)=J49/($C$44+PV(J21/12,36,0,C27))
137. J54(Property Value on Sale+ 25% of Year 1 CF)=(J49/I54)+(J49*0.25)
138. J55(Sale Cost)=I55*J54
139. J56(Net Sale Proceeds)=J54-J55
140. J57(Cash Remaining After Loan Payback)=J56-N3
141. J58(Lp Investment)=N4-J59
142. J59(GP investment)=N4*0.2
143. J61(GP Pref Accrual + Principal)=(1+I61/12)^$I$60*J59
144. J62(LP Pref Accrual + Principal)=(1+I62/12)^$I$60*J58
145. J63(Cash remaining after pref)=J57-J62-J61
146. J64(Promote on JV)=I64*J63
147. J65(Cash to LP)=(J63-J64)*(J58/(J58+J59))
148. J66(Net to LP Investor)=J65+J62
149. M3= (Debt%)=N3/C44
150. M4=(Equity%)=1-M3
151. M5=(Total Cap stack%)=M3+M4
152. N3(Debt)=J13+J7+J9
153. N4(Equity)=C44-N3
154. N5( Cap stack )=N3+N4
155. O3(Debt per Gsf)=$N3/D$2
156. O4(Equity per GSf)=$N4/D$2
157. O5(Cap stack per Gsf)=$N5/D$2
158. P3(Debt per Rsf)=$N3/E$2
159. P4(Equity per Rsf)=$N4/E$2
160. P5(Cap stack per Rsf)=$N5/E$2
161. Q3(Debt per unit)=$N3/F$2
162. Q4(Equity per unit)=$N4/F$2
163. Q5(Cap Stack per unit)=$N5/F$2
164. M10(R&M turnover)=Q10*$F$2
165. M11(Utilities)=Q11*$F$2
166. M12(Admin+Pro)= Q12*$F$2
167. M13 (insurance)=Q13*$F$2
168. M14(Pro fees)=Q14*$F$2
169. M15(Total Expenses)=SUM(M9:M14)
170. N9(Payroll %)=M9/$J$38
171. N10(R&M turnover %)=M10/$J$38
172. N11(Utilities cost %)=M11/$J$38
173. N12(Admin+Pro %)=M12/$J$38
174. N13(Insurance %)=M13/$J$38
175. N14(Pro fees%)=M14/$J$38
176. N15(total expenses %)= M15/$J$38
177. N29(Start Date)=MIn(N21:N28)
178. M35(Blended RSF)=M33*0.75+M34*0.25
179. N33(Total Free market rent)=$M$33*425/12
180. N35(total Blended RSF)=$M$33*750/12
181. O33(Free market rents Sf)=N33/*110/12
182. O34(Affordable rents Sf)=N34*110/12
183. O35(Blended RSF sf)=N35*110/12