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BasicsFinancialsMarketESG - Environmental - Energy (Implemented in last 3 years or included in development plan)ESG - Environmental - Water (implemented in the last 3 years)ESG - Environmental - WasteESG - EnvironmentalESG - SocialESG - GovernanceESG
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PropertyEstimated Closing DateAddressCity or NeighborhoodRegionState/ ProvinceAsset TypeInvestment StrategyLand SqftBuilding SqftUnitsTotal Project CostTotal EquityEquity/ Total Project CostTotal RealEx EquityRealEx Equity/Total Deal EquityPosition TypeRisk (100 = Max)Hold Period in Years (99 = open ended)LTC %Interest RateRefinance StrategyRefinance LTV %Refinance InterestGross Sale ProceedsNet IRRNet Equity MultipleNet Equity YieldNet Cash YieldDebt Service / FeesInsurance / BondingCAPEXEntry Cap RateExit Cap RateOperating ReserveInitial Occupancy %Exit Occupancy %Tax Credits 5 Year Market CAGRMedian Market Income5 Year Avg YoY Market Rent Growth5 Year Avg YoY Market Population GrowthAutomatic meter readings (AMR)Automation system upgrades / replacementsManagement systems upgrades / replacementsInstallation of high-efficiency equipment and appliancesInstallation of on-site renewable energyOccupier engagement / informational technologiesSmart grid / smart building technologiesSystems commissioning or retro- commissioningWall / roof insulationWindow replacementsChecklist ScoreAverage Monthly Electricity Consumption (kWh)Average Monthly Renewable Energy Production (kWh)Renewable Energy Production as % of Energy UsageRenewable Energy ScoreTotal Energy ScoreAutomatic meter readings (AMR)Cooling towerDrip / smart irrigationDrought tolerant / native landscapingHigh efficiency / dry fixturesLeak detection systemMetering of water subsystemsOn-site waste water treatmentReuse of storm water and/or grey waterScoreComposting landscape and/or food wasteOngoing waste performance monitoringRecyclingWaste managementWaste stream auditScoreTotal ScoreBiophillic DesignActive Design FeaturesIndoor Air Quality FeaturesWater Quality FeaturesAffordable?Positive or Neutral Effect on CrimeEmployment Creation in Local CommunityEffective Processes to Address Community Concerns?Supporting Community or Charity GroupsScoreTransparency MeasuresBoard is 75% TenantsGovernance 3Governance 4Governance 5Governance 6Governance 7ScoreTotal ESG Score
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Eleven Main12/1/20211111 Main StreetSeattleUSA NorthwestWAMultifamilyValue Add250001500032$45,000,000$18,000,00040.00%$16,200,00090.00%LP66862.00%3.70%Yes60.00%3.50%$45,000,0005.00%1.8x5.80%5.70%$7,950,000$800,000$3,000,0004.00%5.00%$800,00089.00%92.00%$330,0004.00%$85,0004.00%4.30%5132001130085.61%4.289.284215.285020
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