💌 Newsletter Mentions

5 Results

🧮 8 (+1) ways capital markets could value the NOI of flex spaces

Charlie Morris shares 8 ways that the capital markets (ie building valuation experts) could start evaluating the Net Operating Income (NOI) of flexible workspaces. They are: Segmented Valuations, Weighted Average Cap Rate, Risk-adjusted Cap Rate, Income Multiplier, Discounted Cash Flow w/ Variable Cap Rates, Operational Value Add, Market Comparison and Hybrid Valuations.

Sam Gamble from ReturnSuite adds another option (the "Top Slice" method ). This is a big topic… I’d look out for an Undercurrents deep-dive on this.

💬 Discuss this · 🔗 Direct Link · ⏱️ 114 days ago · 📩 Week 29, 2024 · 📰 News & Views

💺 What rental space can learn from airline seats

Sam Gamble from ReturnSuite notes that as rental space is a perishable good, potential revenue lost forever and impossible to recapture. Just like airline seats. A great piece that digs into Absorption & Turnover Vacancy, and how landlords think about the tradeoff, vacancy and turnover especially with regards to Spec Suites.

💬 Discuss this · 🔗 Direct Link · ⏱️ 363 days ago · 📩 Week 46, 2023 · 📰 News & Views

🙀 Can Cat(astrophe) Bonds grow coworking?

Can the insurance industry offer commercial real estate a path to wider-spread adoption of coworking? Let’s dig into what Catastrophe Bonds are, and how they could help grow coworking adoption.

💬 Discuss this · 🔗 Direct Link · ⏱️ 359 days ago · 📩 Week 46, 2023 · 📰 News & Views

🧮 Could a tool from the bond market decode flex leasing forecasts?

Sam Gamble from ReturnSuite is back with another (uber-geeky, and always interesting) take on using Markov Chains to model monthly occupancy rates, number of new members forecasted to join or leave, using just 3 pieces of information.

"A Markov Chain is a mathematical model that helps us understand transitions between different states over time, and in the bond market, it’s used to predict the movement of bond ratings."

💬 Discuss this · 🔗 Direct Link · ⏱️ 455 days ago · 📩 Week 33, 2023 · 📰 News & Views

🧮 Some ideas on better flex valuation calculations

Sam Gamble from ReturnSuite shares some ideas about why they believe we should be leaning towards Risk Adjusted Methods for calculating office building valuations when they have a flex component.

💬 Discuss this · 🔗 Direct Link · ⏱️ 667 days ago · 📩 Week 02, 2023 · 📰 News & Views

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