Analyzing a Commercial Mortgage Loan - Net Operating Income

In my previous article we touched on the basic criterialegwork early in the process can save you a lot of
that make a commercial mortgage loan a muchtime and effort later, as well as the experience of a
different animal from a residential mortgage loan. In adeal "crapping out" late in the process.
nutshell, it is the fact that whatever loan amount isWhat goes into the NOI calculation? We need the
desired for an income producing property must befollowing:
supported by the income that the given buildingGross rents
produces. This leads us to the first most importantExpenses
calculation:Property Taxes
Net Operating IncomeBuilding insurance
When you are speaking to a potential borrower, oneUtilities
of the first, if not the first thing that you will ask is (after10% of the gross rents to account for management
or at the same time as credit score): Do you knowand vacancy
what the net operating income of the building is?NOI = Gross rents - expenses
Simply, the net operating income, or NOI, is the grossVery simple calculation. For verification of expenses,
rents of the building minus the operating expenses ofyou can use for taxes or the assessor's office, and
the building. Because the NOI of the building has to befor utilities and insurance ask to see recent bills. As far
able to support the desired loan, it is imperative to getas rents go, have an idea of what market rents in a
to a very accurate number. This means that we don'tgiven area should be, and ask for current leases. Once
necessarily rely on what the borrower is telling us, butagain, do not try and manipulate numbers to make a
look for verification. This is important because anydeal that won't work suddenly work. In this business
"inaccuracies" will come out during the due diligenceyour relationship with a lender is more important than a
process, so once again we do not want to waste oursingle deal, and trying to fudge numbers is the best
time on a deal that cannot be done. If actual expensesway to lose that relationship. Realize as well, that
are higher than what we are being told, or actual rentseverything will come out in the wash, or as we call it
are lower, this can turn what at first glance looked likethe due diligence process.
a great deal into a deal that cannot be funded. A little