SM2 · 4 steps · ~18 min · Anchor: 2Q08 market · pre-devaluation

The book says €1.8bn. Now build your own number.

SM1 flagged investment property as REVALUE. Here you do it: take stabilised NOI, build a defensible cap rate from first principles, and capitalise to a gross asset value you can defend against the appraiser. This is where the analyst earns the gap.

1 Step 1 of 4 · Stabilised NOI Read · ~3 min. Then continue to Step 2.

You don't capitalise next year's NOI. You capitalise where it settles.

A cap rate values a stabilised income stream — where NOI lands once vacant space is leased and below-market rents roll up to market. Alstria's passing rent (~€9.9/m²/mo) sits roughly 20% below market, on a ~9.9-year average lease term. As leases expire and re-let, NOI grows from ~€89m toward ~€110m. A single forecast year hides a quarter of the value.

Passing rent reverting to market — and the NOI it unlocks

Alstria portfolio · €/m²/month (lines) and stabilised NOI €m (bars). Source: SSNOI tab, AOX model.
Market rent Passing (in-place) rent Stabilised NOI (€m)
The judgement: the gap between the teal and gold lines is contractual upside the appraiser may not have fully priced. We capitalise the stabilised figure — €88.7m — not the transitional first-year number.
2 Step 2 of 4 · Build the cap rate Interactive · pick the defensible rate, then Check.
Step 2 complete — you chose the defensible cap rate. Carrying 5.9% into the capitalisation.
Continue to Step 3

A cap rate is a required return minus growth — not a guess.

Start from the risk-free swap, add the risk premium a buyer demands to get the unlevered return, then subtract stabilised NOI growth. Where it lands is the rate the market would actually transact at.

From risk-free rate to implied cap rate

Bridge, %. The appraiser's 5.0% sits ~90bps below where the build lands.

Given the build above, which cap rate would you defend to an investment committee?

3 Step 3 of 4 · Capitalise to GAV Interactive · drag the cap rate and watch the property re-value.

GAV = stabilised NOI ÷ cap rate. Watch how fast it moves.

Capitalising €88.7m of stabilised NOI at your 5.9% gives a gross asset value far below the appraiser's implied book at 5.0%. The slider is the single most powerful assumption in the entire valuation — 90 basis points is roughly an 18% swing in value.

Cap rate
5.90%
your assumption
Property GAV
€1.50bn
stabilised NOI ÷ cap
vs appraiser (5.0%)
−15%
€1.77bn at 5.0%
Capitalisation rate5.90%
5.0%Appraiser
5.9%Your view
6.4%Market
7.0%Downturn
Vintage note: the "challenge" runs against the 2Q08 market-peak ~5.0% yield, struck before the −€88m FY2008 devaluation. By year-end the appraiser (Colliers) had already moved to ~5.9% — the analyst's edge was calling the peak yield wrong ahead of the mark. We anchor to the 2Q08 peak so the gap is real, not hindsight.
4 Step 4 of 4 · Knowledge check 3 questions. Feedback is immediate. Then SM2 is complete.
SM2 complete. Your property GAV is locked and carries into SM5.
See your locked outputs

Three judgement calls behind every property revaluation.

Stabilised NOI
€88.7m
SSNOI tab
Cap rate (locked)
not yet chosen
Property GAV → SM5
unlocked