EAST LAKE JEWEL (123) 456-7890 AGENTNAME@KW.COM SAMI MENESES BROKER ASSOCIATE | DRE# 1234567 BROKER‘S OPINION OF VALUE 123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA KW Commercial - Oakland DRE#: 02029039 123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA
SAMI MENESES
BROKER ASSOCIATE | DRE# 1234567
(123) 456-7890
AGENTNAME@KW.COM
TABLE OF CONTENTS
All materials and information received or derived from KW Commercial Oakland, its directors, officers, agents, advisors, affiliates, and/or any third party sources are provided without representation or warranty as to completeness, veracity or accuracy, condition of the property, compliance, or lack of compliance with applicable governmental requirements, developability or suitability, financial performance of the property, projected financial performance of the property for any party’s intended use or any and all other matters.
Neither KW Commercial Oakland, its directors, officers, agents, advisors, or affiliates make any representation or warranty, express or implied, as to accuracy or completeness of any materials or information provided, derived, or received. Materials and information from any source, whether written or verbal, that may be furnished for review are not a substitute for a party’s active conduct of its own due diligence to determine these and other matters of significance to such party. KW Commercial Oakland/KW Commercial East Bay will not investigate or verify any such matters or conduct due diligence for a party unless otherwise agreed in writing.
EACH PARTY SHALL CONDUCT ITS OWN INDEPENDENT INVESTIGATION AND DUE DILIGENCE.
Any party contemplating or under contract or in escrow for a transaction is urged to verify all information and to conduct their own inspections and investigations including through appropriate third-party independent professionals selected by such party. All financial data should be verified by the party including by obtaining and reading applicable documents and reports and consulting appropriate independent professionals. KW Commercial Oakland makes no warranties and/or representations regarding the veracity, completeness, or relevance of any financial data or assumptions. KW Commercial Oakland does not serve as a financial advisor to any party regarding any proposed transaction.
All data and assumptions regarding financial performance, including those used for financial modeling purposes, may differ from actual data or performance. Any estimates of market rents and/or projected rents that may be provided to a party do not necessarily mean that rents can be established at, or increased to that level. Parties must evaluate any applicable contractual and governmental limitations, as well as market conditions, vacancy factors, and other issues in order to determine rents from or for the property.
Legal questions should be discussed by the party with an attorney. Tax questions should be discussed by the party with a certified public accountant or tax attorney. Title questions should be discussed by the party with a title officer or attorney. Questions regarding the condition of the property and whether the property complies with applicable governmental requirements should be discussed by the party with appropriate engineers, architects, contractors, other consultants and governmental agencies. All properties and services are marketed by KW Commercial Oakland in compliance with all applicable fair housing and equal opportunity laws.
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 2
EXECUTIVE SUMMARY FINANCIAL ANALYSIS PROPERTY PHOTOS AREA HIGHLIGHTS LOCATION HIGHLIGHTS SITE ATTRACTIONS 01 02 03 04 05 06 KW Commercial - Oakland DRE#: 02029039
KW COMMERCIAL ADVANTAGE
This information has been secured we believe to be reliable, but we make no representations or warranties, expressed or implies, as to the accuracy of the information. Reference to square footage or age are approximate. Buyer must verify information and bears all risk for any inaccuracies. Any projections, opinion, assumptions or estimate used herein are for example purposes only and do not represent the current or future performance of the property. KW Commercial is a service mark of Keller Williams International Realty 2023 Keller Williams.
OUR FIRM
In
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 4
Year End 2022 Total Sales Volume Offices Across North America Investment Professionals Total Sales Transactions A Transaction is Closed $381.4 BILLION 1070+ 4000+ 884,500 EVERY 1.6 MINS
Los Angeles, and across the country, KW Commercial is an industry leader due to the quality of our research and the depth and breadth of our team.
MARKETING PROCESS
This information has been secured we believe to be reliable, but we make no representations or warranties, expressed or implies, as to the accuracy of the information. Reference to square footage or age are approximate. Buyer must verify information and bears all risk for any inaccuracies. Any projections, opinion, assumptions or estimate used herein are for example purposes only and do not represent the current or future performance of the property. KW Commercial is a service mark of Keller Williams International Realty 2023 Keller Williams.
MARKETING
The underwriting and marketing process is broken into five phases:
PHASE 1 | ANALYSIS UNDERWRITING
This team provides unmatched underwriting support to every transaction. On top of our team members’ decades of underwriting experience, our proprietary shared database contains rent, occupancy and sale information that can be sorted and manipulated in a myriad of ways to empirically support values to investors, lenders and appraisers.
PHASE 2 | MARKETING CAMPAIGN DEVELOPMENT
Our marketing plan includes the development of electronic, as well as hard copy, marketing materials by professional graphic designers. The result is an appealing, highly polished collection of marketing collaterals that sets the stage for the offering.
PHASE 3 | PROSPECTING & MARKETING
After we create the needed materials to launch an omni-channel marketing campaign, we set the KW Commercial’s unique process in motivation with KW Commercial Portal in order to create a maximum exposure environment. This phase in the process includes:
• Listings exposed internally to more than 4,000 KW Commercial investment brokers around the country
• Launch initial blast through our proprietary database of over 80,000 active investors/developers.
• High volume e-mail blasts and/or mailed announcement flyer
• Answer questions and inquiries from prospective buyers and brokers
• Actively yet qualified investors and share access to a private virtual deal room
• Organize buyer site tours
• Solicit bona fide offer
PHASE 4 | STRATEGIC NEGOTIATIONS
• Our team focuses on a fair, discrete negotiation process that includes:
• Gauging offers with client
• Getting “best and final” letters sent out to the top prospective Buyers along with due diligence materials
• Obtaining best and final bids
• Organizing buyer interviews
• Selecting a Buyer
• Executing necessary agreements to contract sale
• Opening escrow upon delivery of purchase contract and Buyer’s deposit
PHASE 5 | CLEAN CLOSING PROCESS
This final step is heavily detailed and relies on the efficiency of our platform, initial due diligence and t track record. During the closing process, we will:
• Organize the Buyer’s due diligence, including assessment of the title and survey, zoning, physical inspection and market reviews
• Facilitate buyer’s conventional financing requirements
• Address any issues needed for closing
• Successfully close escrow and transition to new ownership
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TIMELINE
Initial Offer Deadline
Assemble Marketing Material/ Pre-Marketing Discussion
Brokerage Selection
Best & Final Offers
Due Diligence Expires Select Buyer
Due Diligence Begins Target Closing
Marketing Launch
Buyer Interviews/ Qualification/ Negotations
MONTH 1
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 7
MONTH 4 MONTH 2 MONTH 5 MONTH 3 MONTH 6
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 8 TIMELINE MONTH 0 MONTH 3 MONTH 1 MONTH 4 MONTH 6 MONTH 2 MONTH 5 Brokerage Selection Best & Final Offers Assemble Marketing Material/ Pre-Marketing Discussion Target Closing Marketing Launch Select Buyer Initial Offer Deadline Due Diligence Begins Due Diligence Expires Buyer Interviews/ Qualification/ Negotations
PROPERTY DESCRIPTION & OFFERING SUMMARY
EAST LAKE JEWEL
Bedrooms:
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OFFERING PRICE:
Price Per Unit:
Price Per Square Foot:
GRM:
Cap Rate:
All Cash 10-Year IRR:
Leveraged 10-Year IRR:
$123,000,000
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Total Rooms:
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Living Area (SF):
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FINANCIAL ANALYSIS
123 ADDRESS, OAKLAND, CA
RENT ROLL
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 11 Unit # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 15A* Totals Unit Type 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 2 Bed / 1 Bath Studio 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 1 Bed / 1 Bath 2 Bed / 1 Bath 2 Bed / 1 Bath 2 Bed / 1 Bath Studio 16 Market Rent Per Unit Current $883 $2,100 $2,100 $2,100 $2,100 $2,800 $1,695 $2,100 $2,100 $2,100 $2,100 $2,100 $1,177 $2,800 $2,800 $1,200 $32,256 $2,100 $2,100 $2,100 $2,100 $2,100 $2,800 $1,695 $2,100 $2,100 $2,100 $2,100 $2,100 $2,800 $2,800 $2,800 $1,695 $35,590 Move-In 10/1/12 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 12/15/22 5/7/10 12/15/22 12/15/22 TBD $81,488 Loss to -$1,217 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 -$1,623 $0 $0 -$495 -$3,334 SFT 550 550 550 550 550 671 402 550 550 550 550 550 671 671 671 8586
PRO FORMA INCOME & EXPENSES
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 12 Income Expenses Scheduled Market Rent Less: Vacancy Net Rental Income Plus: Laundry Income Plus: Parking Income Total Operating Income (EGI) Administrative Oakland Business Tax & Rent Board Fees Repairs & Maintenance/Turnover Management Fee Utilities Contracted Services Real Estate Taxes Special Assessments Insurance Replacement Reserve Total Expenses Percentage of Gross Income Current Rent Pro Forma Per Unit $387,066 ($11,612) $375,454 $1,920 $9,000 $386,374 $800 $6,198 $8,000 $15,455 $17,016 $1,080 $58,399 $7,858 $5,600 $4,000 $124,406 32.20% $7,775 $13.84 $50 $387 $500 $966 $1,064 $68 $3,650 $491 $350 $250 EGI% Per Unit: Per SF: $427,080 ($12,812) $414,268 $3,840 $9,000 $427,108 $800 $6,766 $8,000 $17,084 $17,016 $1,080 $58,399 $7,858 $5,600 $4,000 $126,603 29.64% $7,913 $14.09
Pro Forma 3.00% 4.00% 1.3741%
Market Rent
ON-MARKET COMPARABLES
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 13 1 2 3 4 6 5 7
1 LOREM IPSUM
2 LOREM IPSUM
5 LOREM IPSUM
7 LOREM IPSUM
3 LOREM IPSUM
4 LOREM IPSUM
6 LOREM IPSUM
123 Address
Oakland, CA 123456
ON-MARKET COMPARABLES
123 Address
Oakland, CA 123456
123 Address
Oakland, CA 123456
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 14
1 2 3
123 Address
Oakland, CA 123456
ON-MARKET COMPARABLES
123 Address
Oakland, CA 123456
123 Address
Oakland, CA 123456
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 15
4 5 6
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 16 1 2 3 4 6 5 7
SOLD COMPARABLES
1 LOREM IPSUM
2 LOREM IPSUM
5 LOREM IPSUM
7 LOREM IPSUM
3 LOREM IPSUM
4 LOREM IPSUM
6 LOREM IPSUM
123 Address
Oakland, CA 123456
SOLD COMPARABLES
123 Address
Oakland, CA 123456
123 Address
Oakland, CA 123456
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 17
1 2
3
123 Address
Oakland, CA 123456
SOLD COMPARABLES
123 Address
Oakland, CA 123456
123 Address
Oakland, CA 123456
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
Address: 123 Address
City: Oakland
Price: $4,250,000
Units: 16
$/Unit: $265,625
Sq Ft: 8,586
$/Sq Ft: $494.99
Cap Rate: 6.27%
COE: TBA
Years Built: 1959
Unit Mix: (2) Studios, (10) 1x1, (4)
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 18
4 5
6
PROPERTY PHOTOS
123 ADDRESS, OAKLAND, CA
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA
LOCATION HIGHLIGHTS
123 ADDRESS, OAKLAND, CA
LOCATION OVERVIEW
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LOCATION HIGHLIGHTS
PROXIMITY TO EMPLOYMENT
• The property is approx. one and a half miles from The City of Oakland offices, the largest public employer
• The property is two and a half miles from Oakland’s largest private employer, Kaiser Permanente
• San Francisco’s financial district is a short 15-minute BART ride.
TRANSIT-ORIENTED NEIGHBORHOOD
• Lake Merritt BART Station is steps away
• I-880 & I-580 are less than a ½ mile while Hwy 24/I-980 is less than two miles away
• Many major AC transit bus lines can be found on Foothill Blvd, which is one of the cross-streets of the property, and International Blvd with Rapid Transit & Transbay buses is just a two blocks from the asset
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 24
AREA HIGHLIGHTS
MERRITT
Merritt is a neighborhood in Oakland, California with a population of 2,961. Merritt is in Alameda County and is one of the best places to live in California.
Living in Merritt offers residents a dense urban feel and most residents rent their homes. In Merritt there are a lot of bars, restaurants, coffee shops, and parks. Many young professionals and retirees live in Merritt.
#17
#38 #33 #47
of 119 of 119
of 119 of 119
Best Neighborhood for Young Professionals in Oakland
Most Diverse in Oakland
Best Neighborhood to Live in Oakland
Best Neighborhood to Raise a Family in Oakland
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AREA HIGHLIGHTS
OAKLAND
Oakland is a city in California with a population of 425,097. Oakland is in Alameda County. Living in Oakland offers residents an urban-suburban mix feel and most residents rent their homes. In Oakland, there are a lot of bars, restaurants, coffee shops, and parks. Many families and young professionals live in Oakland.
#2
#6
#12
of 228 of 228
Most Diverse in America
of 228
Most Diverse Places to Live in America
Best Cities for Outdoor Activities in America
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123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 27
Lakeside Park and Garden Center
Cathedral of Christ the Light Church Oakland Zoo
Fox Theater Oakland Redwood Regional Park
AREA HIGHLIGHTS
96
Bike Score
Biker’s Paradise
Daily errands can be accomplished on a bike.
93 Walk Score
Walker‘s Paradise
Daily errands do not require a car.
73 Transit Score
Excellent Transit
Transit is convenient for most trips.
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RESTAURANTS ATTRACTIONS
• Aburaya
• Battambang
• Chop Bar
• Dinner House
• Grand Lake Kitchen
• Hoppscotch
• Iron & Oak Restaurant
• La Guerrera’s
• McDonald’s
• Oakland Grill
• Parlour
• Philomena
• Quick Bite
• Senor Sisig
• Tay Ho
• Tijuana Restaurant
• Trap Kitchne
LOCAL AMENITIES
• Adventure Playgroun
• Alameda Naval Air Museum
• Cathedral Building
• Children‘s Fairyland
• Estuary Park
• Jack London‘s Cabin
• Kurt Emke
• Lake Merritt Boat Landing
• Middle Harbor Shoreline Park
• Mossword Park
• Oakland Sports Street
Art Mural
• Pacific Pinball Museum
• Pardee Home Museum
• PIER 39
• Snow Park
• The Gardens at Lake Merritt
• The Museum of Art and Digital Entertainment
BANKS
• Envision Academy of Arts & Technology
• Hoover Elementary School
• KIPP Public Schools
• Northern California
• La Escuelita Elementary School
• Lafayette Elementary School
• Lincoln Elementary School
• Next Step Learning Center
• Oakland Freedom Schools
• Oakland Public School Village Academy
• Oakland Unifed School District
• Prescott School
• Ralph J. Bunche Academy
• St Paul‘s Episcopal School
• Street AcademyAlternative School
• West Oakland Middle School
• Willow Manor School
123 ANYWHERE, ST, ANYTOWN, OAKLAND, CA | 29
1640 6TH AVE
EAST LAKE JEWEL (123) 456-7890 AGENTNAME@KW.COM AGENT NAME BROKER ASSOCIATE | DRE# 12345678 BROKER‘S OPINION OF VALUE 123 ADDRESS, OAKLAND, CA KW Commercial - Oakland DRE#: 02029039 123 ADDRESS, OAKLAND, CA