Development: Underwriting

General:

  1. Underwrite conservatively. If you can underwrite it, you can own it.
  2. Curbs in deal is the best delivery condition for a developer not desiring to perform any site work.
  3. Return on cost is a key determinant of profit. Retail developers look for a 200 basis point spread, or a 20% return.
  4. Equity pref can be between 7 to 18% with 12% being the standard.
  5. Typically, a construction LTV is about 75% on single tenant credit lease financing with project cost of +/- $5 million.
  6. Construction loan from a local bank is about 75% LTV, 2 years interest only with an interest rate between 7 – 8.5%
  7. Development/Construction Management Fee must be included in the underwriting to cover the company’s overhead. Fee can range from $150,000 to $400,000 on a single tenant development.

Specific:

  1. Site work – which includes grading, parking, lighting, landscaping – can cost around $400,000 for a pad ready site anywhere between 0.75 – 1.25 acres.
  2. Dumpster enclosure is typically on the master developer and can at times cost over $20,000 if the design calls for specific materials, roofing, etc.
  3. Ensure that you can have above ground retention, because an underground retention can end up costing you $350,000 per pad.
  4. Account for road improvements. If you are developing a convenience store, take into consideration turn lane widening.
  5. Cold dark shell, ribbon slab can cost $120 per square foot. HVAC can add another $32 per square foot on a 6,800 square foot building. When able, put HVAC as tenant allowance.

Advice from Mistakes

  1. Not adding enough fluff in your underwriting.
  2. Assuming everything will go according to plan.
  3. Assuming numbers will stay the same.
  4. Make sure the cell in the spreadsheet is calculating properly.

Sample Spreadsheet: 6,800 sq. ft. retail (medical office) development

Image: Credit