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How to Read a Real Estate Pro Forma
Stop Asking to Be Paid Your Own Money Back
When GPs use reserves to manufacture yield, and why LPs shouldn’t want it
Nov 6
•
Leyla Kunimoto
17
1
How to Use AI to Evaluate Industrial Real Estate Deals
5 prompts to analyze market trends, identify risks, and stress-test assumptions
May 22
•
Leyla Kunimoto
3
2
Using AI to Stress-Test CRE Deals
A step-by-step guide (even if you are averse to Excel)
Apr 24
•
Leyla Kunimoto
10
5
Decoding the Fee Stack in REPE
What’s Typical, What’s Not, and What LPs Should Be Watching
Apr 17
•
Leyla Kunimoto
4
7
Under Pressure: Stress-Testing CRE Deals
What Happens When Assumptions Break?
Apr 10
•
Leyla Kunimoto
6
8
How to Read a Real Estate Pro Forma, Part 5. Yield on Cost
One Metric to Rule Them All: Yield on Cost (YoC)
Sep 4, 2024
•
Leyla Kunimoto
18
5
How to Read a Real Estate Pro Forma: Part 4
Location Intelligence for Investors
Aug 7, 2024
•
Leyla Kunimoto
11
1
How to Read a Real Estate Pro Forma: Part 3 - Net Operating Income (NOI)
This is Part 3 of How to Read a Pro Forma series (read Part 1 and Part 2).
Apr 1, 2024
•
Leyla Kunimoto
7
1
How to Read a Real Estate Pro Forma: Part 2 - Cap Rates
Summary
Mar 20, 2024
•
Leyla Kunimoto
11
11
How to Read a Real Estate Pro Forma: Part 1
High Level P&L Statement
Mar 14, 2024
•
Leyla Kunimoto
16
2
Return Metrics
IRR, EM, CoC and the rest of the alphabet
Mar 11, 2024
•
Leyla Kunimoto
6
1
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