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Answer :
Final Answer:
1. Rent at the End of Term (Year 5): $26.44 PSF
2. Total Monthly Rent (excluding taxes): $11,083.33
3. Effective Rent (amortizing TIA): $28.25 PSF
4. Natural Breakpoint for Walgreens: $13.16 PSF
5. Required Sales for Justifying Rent: $800,000
6. CAP Rate for Shopping Center Sale: 7.14%
7. Additional Pairs of Shoes per Day: 10 pairs
8. Passthrough Multiplier for 2,000 SF Space: 0.5
9. Passthrough Expenses (Anchor Exclusion): $25,000 per year
10. Value Added to Shopping Center: $108,000 per year
11. NOI for Shopping Center Purchase: $1,400,000
Explanation:
1. The base rent increases by 4% annually starting year 3. Using the formula for compound interest, the rent at the end of the term is calculated as $26.44 PSF.
2. Total monthly rent is calculated by adding base rent and passthrough expenses. Given a 5,000 SF space, the total monthly rent is $11,083.33.
3. The effective rent is found by amortizing the Tenant Improvement Allowance (TIA) over the lease term. This results in an effective rent of $28.25 PSF.
4. The natural breakpoint for percentage rent is calculated as $13.16 PSF for Walgreens.
5. To justify the rent based on the 12% occupancy cost rule for restaurants, the required annual sales are $800,000.
6. The CAP rate for a shopping center sale is determined by dividing Net Operating Income (NOI) by the purchase price, resulting in a 7.14% rate.
7. To justify additional rent, the shoe store needs to sell 10 more pairs of shoes per day.
8. The passthrough multiplier for a 2,000 SF space with anchor exclusion is 0.5.
9. Using anchor exclusion, passthrough expenses for the 2,000 SF space are $25,000 per year.
10. Renewing a Tenant at $24 PSF adds $108,000 per year in value to the shopping center, assuming a 9% CAP rate.
11. The Net Operating Income (NOI) for a shopping center purchased at a 7% cap is $1,400,000.
Learn more about: Walgreens
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