hard · National Real Estate Exam

A property generates level annual net operating income. An investor requires a 10% return and expects the building (but not the land) to be fully recaptured straight-line over a 25-year remaining economic life. Land is 30% of total value.

Using the building residual logic embedded in a band-of-investment-style overall rate, which statement correctly describes the overall capitalization rate the investor should apply to total NOI?

  1. The overall rate is 0.10 + (0.70 × 0.04) = 0.128, because recapture applies only to the building's share of value
  2. The overall rate is 0.10 + 0.04 = 0.14, because the 4% recapture applies to the entire property value
  3. The overall rate is 0.10 - (0.70 × 0.04) = 0.072, because land appreciation offsets building recapture
  4. The overall rate is 0.10 × 0.70 + 0.04 = 0.11, because only the building earns the return

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