Using the Calculator

Bookmark this page, you can bypass the form next time.

Enter your data:

1. Expected stock return, including both dividends and appreciation.  The calculator is built with compounding stock returns.
2. The following data should be in your Offering Memorandum, or you can enter any values to simulate:
   1. Hold period - # years between purchase and sale
   2. Preferred Return - this is the return Limited Partners get paid during the hold period
   3. Equity Multiple - this is the total multiple for your investment, including Preferred Return and Equity at Sale
3. Use any assumptions you like, and scroll down to see the comparison.

You will see a jump in value for the Syndication in the last year.  This is the additional equity expected from property appreciation, typically from improving Net Operating Income, that is realized at sale.  In this calculator this is strictly tied to the Equity Multiple.