Produce the IC memo for a deal from the seller's financials

For Acquisition & investment teams · also Family offices & private investors, REITs & asset managers

Underwrite this for our investment committee: [address] at [asking price] over [number] years, from the attached T-12 and rent roll. What is the return against [target IRR] and is the entry price right? Include NOI, cap rate, DSCR, the sensitivity and a clear recommendation.

You give

The address; the T-12; the rent roll; the asking price; your target IRR; the hold period in years

You get

Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)