SM5 · 3 steps · ~16 min · Vintage: Q3-2009 model grid

Four sub-modules. Six carry-forwards. One NAV.

Everything you locked — the revalued property, the development margin, the assets carried at face, the debt at par — now snaps into a single bridge. Add the assets, subtract the liabilities, divide by shares. This is the number you came here to build.

1 Step 1 of 3 · The assemblyRead · ~2 min.

NAV is just assets minus liabilities — once every input is honest.

The arithmetic is trivial. The work was getting each input right: a property GAV built on your cap rate, a development credit that takes only the margin, assets at face, debt at par. Here you watch them combine — and watch how the whole answer pivots on the one assumption you fought hardest for in SM2.

Your locked carry-forwards

Pulled live from SM1–SM4. Complete a sub-module and its value lights up here.
If a tile is grey, that sub-module isn't finished yet — the bridge below uses the model's locked figure as a placeholder so you can still see the mechanics, but go back and complete it to make the chain truly yours.
2 Step 2 of 3 · Build the bridgeInteractive · fill the three running totals, then Check.
NAV assembled — €10.09/share locked for the reconciliation.
Continue to Step 3

The NAV bridge — fill the running totals.

The component lines are given (from your carry-forwards). Compute Total assets, NAV, and NAV / share, then check against the model. The cap-rate slider re-runs the whole bridge live so you feel the leverage.

NAV / share
€10.09
your build
vs share price €8.20
−18.7%
price disc. to NAV
vs reported NNNAV
€13.03
the gap is SM6
Cap rate (from SM2 — drag to re-test)5.90%
Real-estate GAV — in-place (stabilised NOI ÷ cap, SM2)1,503.6
+ Development margin (SM3)+21.7
− Capitalised management fee−32.9
= Total property GAV1,492.5
+ Other assets at face (SM1)+166.3
= Total assets
− Debt at par (SM4)−1,074.0
− Other liabilities (incl. def. tax on revaluations)−20.0
= NAV (€m)
÷ Shares outstanding56.0m
= NAV / share (€)
Total assets = property GAV + other assets. NAV = total assets − debt − other liab. Per share = NAV ÷ 56.
Feel the leverage: drag the cap rate and the whole bridge moves. At the appraiser's 2Q08 peak 5.0% the NAV would print far higher; at your defensible 5.9% it lands near €10.1. The single assumption from SM2 is, by a wide margin, the most powerful number in the entire valuation.
3 Step 3 of 3 · Knowledge check3 questions. Then SM5 is complete.
SM5 complete. Your NAV/share carries into the final reconciliation.
See locked outputs

Three things the assembled NAV tells you.

Analyst NAV / share
finish Step 2 to lock
Price discount to NAV
€8.20 vs NAV
Gap to reported NNNAV
€13.03
reconcile in SM6