NNN question - Posted by Chadd

Posted by ray@lcorn on June 07, 2005 at 08:24:30:

I might have left the impression in the post below that all government-leased properties were trading in the 7% cap range. That is true of post offices, but in checking some listings this morning I note that many other gov’t agency leased properties are priced at 8%-8.25% caps. The post office properties tend to benefit from the permanent funding structure.

I also have several state agencies as tenants in office buildings, and my comments about state leases having quirks include the “out” clauses related to legislative approval of annual budgets. Additionally, some state agencies rely in turn on federal funding, which doubles the complexity of accurately assessing future viability. That translates to lower valuations for those types of leases, even though the credit status of the state may be excellent.

ray

NNN question - Posted by Chadd

Posted by Chadd on June 06, 2005 at 21:01:27:

We all know that it is extremely important to check the credit worthiness of any NNN tenants. My question is related to that.

Should an investor accept a lower return for a NNN building that is leased to a government backed entity? Treasury bonds pay a lower rate than corporates so should government NNN rates be lower?

Thanks for the input.

Re: NNN question - Posted by ray@lcorn

Posted by ray@lcorn on June 06, 2005 at 21:53:34:

Chadd,

This is one of those sticky questions that the answer actually raises more questions than you started with.

First, you have to determine exactly what governent entity you’re dealing with. I’m assuming we’re talking about the federal government here… state governments have additional quirks). Very few of the government leases (excepting the post office) have stable and predictable funding. Most state and federal leases contain language that says–in effect–that at any time the agency or entity does not receive funding (usually tied to an annual budget allotment by whatever legislative body has jurisdiction aver the agency or entity), then the lease is cancellable by the tenant with minimal notice. This has the effect of owning a multi-year lease, renewable annually.

Assuming you get comfortable with the long-term prospects of the agency being funded, the next consideration as to an appropriate return has to take into account the lease terms. The length of the lease, services required, repair and refurbishment clauses, etc. can all vary widely from one location to the next. Don’t evaluate the deal based on anything except the actual, signed, lease in force, and read every word.

Then you’ve got the normal “dirt” issues about the real estate itself. In short, a poorly located building in a bad part of town is made only marginally better by a gov’t lease. I always assign some weight to the “dark” value of the property, and given the state of gov’t finances right now I think this is more important than ever. Regardless of political rhetoric, deficit spending is not a viable strategy over the long term. Either taxes have to go up or spending has to come down or, most likely, a lot of both. And the less we do of one, the more we will have to rely on the other to balance the ledger. But I digress…

Last but certainly not least, it depends on what you’re trying to accomplish with the deal. If you’re looking for something to stick in your portfolio and forget about for five or more years, then you’ll probably be okay assuming the cash flow meets your minimum return criteria. If you’re trying to build a portfolio by generating cash from a short-term flip (3 years or less), then the cash flow has to cover about 10% transaction costs (commissions, recording fees and taxes, financing fees, etc.) on both the acquisition and sale in a relatively short time period. The appreciation from valuations at 7% cap rates (the current market for post office deals) is not going to be enough to cover that, and as the lease matures the income stream eventually loses value. That makes them unsuitable for short term plays, and brings us back to the dirt questions for long-term holds.

So do you see what I mean about creating questions? Depending on the market, location and your own investment goals and holding period, you may or may not want to assign a premium value to the deal based solely on the tenant.

That’s the long version. The short version is the one-size-fits-all answer to every real estate question… it depends!

ray

Re: NNN question - Posted by Chadd

Posted by Chadd on June 07, 2005 at 14:02:39:

Ray,

Thanks for your insight. We are looking at a portfolio of post offices and the cap rate is in the high 6’s I believe (don’t have the sheet in front of me) - a little lower than the 7% rates you mentioned. I was trying to decide if we would consider purchasing at a lower cap rate for a more “stable” tenant. The properties are all in smaller towns with most of them being on the town’s main street. Dirt value would be important in these cases in case the post office builds a new facility.

I guess I’ll have to pick up the leases and see what we are dealing with. We do residential construction and rehabs with the goal of rolling the profits into hands-off long term commercial deals. We’re new to the commercial world with our only experience being a recently purchased NNN bank. We are looking to expand out portfolio when we close out our latest new construction project.

Thanks agin for your comments. Very insightful and educational.

Chadd