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Underwrite an apartment building

Five suites or more. The rent roll and the expenses to net operating income; cap rate, price per suite and gross rent multiplier; the mortgage and what is left — cash return, principal repaid, and the two together. Then the tests a lender applies: debt coverage and loan-to-value, and the loan the building actually supports.

What it does

  • Reads a rent roll, an offering memorandum, a year-end statement or your own spreadsheet and fills the form in — then tells you which figures came from the document, which were derived, and which it could not find.
  • Prices the building in place and at market rents, with the loss to lease between them, suite by suite.
  • Sizes the first mortgage the way CMHC and the banks do: the smaller of the loan-to-value cap and the loan the income carries at the required debt coverage.
  • Shows cash to close with land transfer tax, and the same building at a range of cap rates.

The figures CMHC uses are in the guide to underwriting a rental.

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