Cap Rate - Posted by PB

Posted by joe on April 14, 2004 at 15:34:01:

Although CAP rate is a good indicator (an industry standard) for purchases of larger multi-unit buildings and complexes, I’d caution you not to depend on it for smaller 1-4 unit properties. You didn’t specify what range of units you were looking for, but I just thought I’d mention this.

It seems I’m seeing a lot of posts on this board applying CAP rate to SFRs or duplexes, and I’d caution that it’s usefulness diminishes to near zero for these properties.

The reason is that the risk is spread over a much larger number of units when used correctly. A single vacancy or major repair expense will not affect the true CAP rate very much. However, on a small property, a single vacancy or repair (outside the predicted norm) can have a devastating affect on the CAP rate.

In your example, subtracting 35% from the gross rents of a small property may be correct, or it may be extremely low. A single A/C unit replacement would obliterate the predicted CAP rate. However, on a 10-unit building, an A/C unit would have very little affect. CAP rate is just not very meaningful, if at all, with smaller properties. You can use it for one of your due diligence tools, but certainly only a minor one for small props.

Cap Rate - Posted by PB

Posted by PB on April 14, 2004 at 14:03:13:

I was looking into buying a rental property, and I was doing my number crunching when I stumble onto a real estate guru stating that to get a true positive cash flow you need to subtract 45% from your rental income. I usually place all my operating expenses between 30-35% to base my purchase price. Any feedback on this will be helpful…

Thanks

Re: Cap Rate - Posted by GL(ON)

Posted by GL(ON) on April 14, 2004 at 16:44:04:

The 45% figure applies to big buildings managed by professional managers. The 30% - 35% applies to buildings managed by their owners.

Partly it’s because the owner/manager is more careful with a buck,and does more of the work himself without pay but also because there is a management fee of 5% - 10% to hire a management company or property manager.

As joe points out the cap rate does not work out well on smaller buildings but you should do the math anyway. If you are going to have negative cash flow, you better have some idea how bad it will be and whether you can afford it before you commit yourself.