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REIT-MANAGEMENT4 MIN READ

Valuation assumption quick deck

Recall the tests that keep valuation assumptions grounded in market evidence.

Management knows the tenant will renew, so the downtime assumption can be low. Lease renewal is probable but not signed. Your line If a buyer would not price the renewal without a signed agreement or strong evidence, keep the base downtime market-based and show renewal upside separately. Do not ignore the relationship; classify it correctly as evidence, probability, or upside. It preserves asset knowledge without letting owner-specific optimism become fair value. Market evidence versus owner optimism Base value should lean on what market participants would know and price. What is the first question for a cap-rate assumption? Which recent transaction,…

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