Deal Scorecard

MW Realty Investments, Inc.

Deal Scorecard

Enter a deal's numbers — get an underwriting verdict

Live calculation

This page is a live calculator. Every figure below is computed from the inputs you enter — nothing on this page is placeholder data. Assumptions are yours to change; the underwriting standards the deal is graded against are editable at the bottom of the form.

Start from

Property & basis

Property name

Market

Asset class

Units / suites

Purchase price

Closing costsLegal, title, financing fees

Upfront CapExDay-one renovation budget

Income

Gross rentMonthly, at full occupancy

Other incomeMonthly — parking, fees, laundry

Vacancy & credit loss

Operating expenses

Property taxesAnnual

InsuranceAnnual

UtilitiesAnnual, owner-paid

Admin & otherAnnual

Management% of collected income

Maintenance% of gross rent

CapEx reserves% of gross rent

Financing

Down payment% of purchase price

Interest rate

Amortization

yrs

Hold & exit

Hold period

yrs

Rent growthAnnual

Expense growthAnnual

Exit cap rate

Cost of sale

Underwriting standards ▾

Min. cap rate

Min. DSCR

Min. cash-on-cash

Min. levered IRR

Max. expense ratio

Max. break-even occupancy

Max. LTV

—

Enter a purchase price to begin

— ~~/ 100~~

Weighted underwriting score

Underwriting scorecard

7 tests · 100 points

Test	This deal	Standard	Result	Points	Score

Net operating income & cash flow after debt

By year of hold, in dollars

Net operating incomeCash flow after debt service

Equity build-up

Value vs. loan balance

Property valueLoan balanceEquity

Where the operating dollar goes

Year 1 expenses

Annual projection

The table behind the charts above

Year	Effective income	Operating expenses	NOI	Debt service	Cash flow	Cumulative	Loan balance	Value	Equity

IRR sensitivity

Exit cap rate vs. rent growth

Below hurdleAbove hurdleOutlined cell = your assumptions

Downside tests

Does the deal survive?

Scenario	DSCR	Monthly cash flow	IRR

Portfolio Performance

Consolidated operating and investment metrics

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PORTFOLIO VALUE

$24.8M

▲ 6.8% YoY

TOTAL EQUITY

$10.6M

▲ $1.2M YoY

MONTHLY RENTAL REVENUE

$263K

▲ 4.2% vs. prior month

NET OPERATING INCOME

$1.91M

▲ 5.4% TTM

DEBT OUTSTANDING

$14.2M

57.3% portfolio LTV

DEBT-SERVICE COVERAGE

1.46×

Healthy coverage

OCCUPANCY

94.7%

▼ 0.6 pts MoM

CASH-ON-CASH RETURN

8.3%

▲ 0.4 pts YoY

NOI & Rental Revenue Trend

12 months

Rental revenueNOI

Geographic Exposure

% portfolio value

Property Performance

Top operating assets

Property	Type	Value	Occupancy	NOI	IRR
Meridian Apartments	Multifamily	$6.4M	97%	$510K	14.2%
Northgate Medical	Healthcare	$4.8M	100%	$392K	12.6%
Commerce Flex I	Industrial	$5.2M	95%	$431K	13.8%
Westfield Commons	Mixed Use	$4.1M	91%	$319K	11.1%

Executive Alerts

Needs attention

Lease rollover concentration

12.4% of annual base rent expires within 180 days.

Capital project variance

Westfield roof project is 8% above approved budget.

Refinance opportunity

Meridian Apartments reached target stabilization.

Property Portfolio

Asset-level operating metrics

Property	Market	Asset Class	Value	Debt	Equity	Occupancy	CoC	IRR	Status

Debt & Equity

Capital structure, maturities and coverage

WEIGHTED LTV

57.3%

Within policy

WEIGHTED RATE

5.62%

Portfolio debt

AVG. DSCR

1.46×

Above 1.30× target

12-MO MATURITIES

$1.9M

Review refinance plan

Debt Maturity Schedule

Outstanding principal

Lease Expiration Schedule

Revenue at risk and renewal visibility

Property	Tenant / Units	Expiration	Annual Rent	% Portfolio Rent	Renewal Probability	Action
Northgate Medical	Women’s Health Center	Jan 2027	$182K	5.8%	High	Renewal discussion
Commerce Flex I	Logistics tenant	Mar 2027	$121K	3.9%	High	Prepare extension
Westfield Commons	Retail Suite 104	Apr 2027	$84K	2.7%	Medium	Market suite

Maintenance Trends

Work orders, response time and capital planning

OPEN WORK ORDERS

▲ 4 this week

AVG RESPONSE TIME

4.8h

▼ 0.9h MoM

YTD CAPEX

$486K

62% of annual plan

PREVENTIVE COMPLETION

96%

Above target

Work Orders by Category

Capital Budget

Annual plan: $780,000

$486,000 spent & committed

Acquisition Pipeline

Opportunity management from sourcing through closing

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Sourced 3

Oakridge Apartments

Charlotte, NC • Multifamily • 48 units

$7.2M asking

Medical Plaza East

Raleigh, NC • Healthcare • 22K SF

$5.6M asking

Commerce Flex II

Greensboro, NC • Industrial • 41K SF

$4.4M asking

Underwriting 2

Parkview Residences

Durham, NC • Multifamily • 72 units

$10.8M

Northline Storage

Richmond, VA • Industrial

$6.1M

LOI / Due Diligence 1

Summit Medical Center

Winston-Salem, NC • Healthcare

$8.9M

Closing 1

Meridian II

Charlotte, NC • Multifamily • 36 units

$5.3M