The 3 Formulas Behind the Strategy 1️⃣ Property Value Formula

The 3 Formulas Behind the Strategy 1️⃣ Property Value Formula

The 3 Formulas Behind the Strategy

1️⃣ Property Value Formula

This is the most important rule in commercial real estate.

Value = NOI ÷ Cap Rate

Example:

NOI
$240,000

Cap rate
6%

240,000 ÷ 0.06

= $4,000,000 value

So when you increase income, the value increases automatically.


2️⃣ Value Creation Formula

This shows how much wealth you created.

Value Created = New NOI ÷ Cap Rate − Old NOI ÷ Cap Rate

Example

Old NOI
$120,000

New NOI
$240,000

Cap rate
6%

Old value

120,000 ÷ 0.06
= $2,000,000

New value

240,000 ÷ 0.06
= $4,000,000

Value created

4,000,000 − 2,000,000
= $2,000,000


3️⃣ Cash-Out Refinance Formula

This is how investors pull money out.

Cash Out = (New Value × Loan %) − Old Loan

Example

New value
$4,000,000

Bank loan
75%

4,000,000 × 0.75

= $3,000,000

Old loan

$1,800,000

Cash out

3,000,000 − 1,800,000

= $1,200,000


The Entire Strategy in One Sentence

Increase the NOI, which increases the value, then refinance the higher value to pull tax-free cash while keeping the asset.


The Quick Deal Formula (The One to Remember)

Baby this is the real cheat code:

Every $100 increase in rent per unit creates about $20,000–$30,000 in property value.

Example

20 units

$100 rent increase

20 × 100 × 12
= $24,000 NOI increase

At a 6 cap

24,000 ÷ 0.06

= $400,000 value created

Just raising rent $100 created $400K.


The Legacy Lift™ Formula

Here is the simple version of the entire model:

Equity Created = (Rent Increase × Units × 12) ÷ Cap Rate

Example

Rent increase
$700

Units
21

700 × 21 × 12
= $176,400 NOI

Value

176,400 ÷ 0.06

= $2,940,000 value increase


The Simple Investor Rule

Look for properties where:

Rent gap
$400 – $800 per unit

Units
20+

Cap rate
5% – 7%

Those deals can create $2M–$6M value increases.


One Line to Remember

NOI drives value.

Increase the NOI
→ value increases
→ refinance
→ pull cash
→ keep the asset.