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Definition

The exit cap rate is the capitalization rate assumed when a projection sells the property at the end of the hold. It converts the final year's income into a sale price, and because it is chosen rather than observed, it is an assumption doing more work than any other number in the model.

How to read it
How to read it
  • Convention is to exit at or above the going-in cap, because buildings get older and the future is not owed to anyone.
  • Any projection should be run at several exit caps. A return that only works at one of them is a bet on that one.
  • It absorbs everything unknown about the exit: rates, capital availability, the asset's age, the submarket. One number carrying all of that deserves suspicion.
  • Ask a seller what exit cap their return assumes. The answer says what is really being sold.
An example
An example

The same building, sold on unchanged income, at two exit assumptions half a point apart.

NOI at exit$95,970
Sale at a 6.0% cap$1,599,500
Sale at a 6.5% cap$1,476,500
What half a point costs−$123,000

Nothing about the building changed. Half a point of an assumption nobody can observe moved the outcome by $123,000.

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