Free template
Plan every capital project on one page: cost with contingency, the rent premium or savings it adds, return on cost and the value it creates at your market cap rate.
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Inside the workbook
Tab 1
Plan totals, plain-English insights, results by category, projects ranked by return and a cap rate versus realization sensitivity grid.
Tab 2
Up to 20 projects with cost, income lift, expense savings, added NOI, return on cost, value created, payback and priority.
Tab 3
A 24-month spend schedule with units completed and how fast the added NOI ramps in as work finishes.
Assumptions
Cap rate, contingency, vacancy on new income, premium realization and management fee.
Bid Comparison
Up to three contractor bids per project: low bid, spread, selected bid and variance to budget.
Renovation Tracker
A unit-by-unit log of cost, days down and rent achieved against the planned budget and premium.
Owner Summary
A one-page report under your company name for owners, investors or lenders.
Built for
How to use it
Rather have us run the numbers?
Send us your rent roll and T12 and we will build this for your property and show you what it says.
Questions
Insights
A value-add plan lives or dies on the rent premium and on who runs the building while the work happens. Here is how to find the upside, test it honestly and carry it out.
