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Definition

The equity multiple is every dollar returned to the investor divided by every dollar he put in, across the whole hold: operating cash flow plus what is left after the sale pays off the loan and its costs. A multiple of 1.0 means the money came back and nothing else happened.

How it is calculated
How it is calculated

Equity multiple=Total cash returnedTotal cash invested

Total cash returned
Operating distributions over the hold plus net proceeds at sale, after the loan and sale costs are paid.
Total cash invested
Equity at purchase plus any capital called during the hold.
How to read it
How to read it
  • It is time-blind. The same 1.22x over three years and over ten years are not the same investment, and the multiple cannot tell them apart.
  • It is the honest counterweight to a projected return that depends on when money arrives rather than how much of it does.
  • Most of the multiple in a leveraged hold comes from amortisation and the exit price, so both assumptions deserve the same scrutiny.
  • Below 1.0 means capital was lost. It is the one reading nobody argues with.
An example
An example

The same purchase held five years and sold at the same 6.0% cap, with 2% sale costs and no rent growth assumed.

Equity invested$587,500
Cash flow, five years$96,060
Sale at a 6.0% cap$1,599,500
Loan balance at year five−$947,300
Net proceeds after 2% sale costs$620,210
Equity multiple1.22x

Every dollar came back with twenty-two cents on it, and most of that came from the loan being paid down, not from the building being worth more.

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