RENT Magazine Q4'23

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Your Yield on Equity is TOO LOW

Over the last 12 years, many rental housing providers on the West Coast have watched their equity increase much faster than their rental income. This is particularly true for landlords whose property was once an owner-occupied property, such as an SFR, condo or townhouse. In these examples, prices are driven by the supply/demand for single-family properties, rather than multifamily cap rates.

In the graph on the below, you can see how dramatic the effect can be when values outpace income. Twelve years ago, you may have purchased a property with an 8% yield on equity (aka cash-on-cash yield) and today the same property may only generate a 2% yield. Why would you continue to accept such a low cash flow while bearing all of the risks and burdens of individual property ownership?

Existing Rental Property Value

Equity (Value-Loan Balance)

Growth in Net Rental Income

HIGH Yield on Equity

LOW Yield on Equity

If you feel your current net cash yield— as a percentage of your property’s equity—is too low, you should consider relocating your equity to a market with potentially higher yields.

To check the yield on your own property, try out this handy calculator: https://1031-capital-solutions.involve. me/yield-calculator. At 1031 Capital Solutions, we offer a more in-depth version of this analysis as a complementary service for AAOA members.

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