Entries by Annette Cooper

It’s not just Cap Rates

Commercial Investment Valuations are typically presented as cap rate driven: the lower the cap rate, the higher the price. Investors have the challenge of balancing asset security and safety vs. an acceptable Cap Rate return. Security and safety include a matrix of attributes: Extended Lease Term, Quality Tenant with good credit history (and track record […]

Economic Indicators – 2016

The financial indicators for the nine Bay Area County Economies will continue their buoyant stride. We all know that nothing lasts forever, but we are fortunate enough to be experiencing the effects of both local and global economic forces propelling our continuing expansion. We have a confluence of economic drivers that are creating and continuing […]

1031 Exchange/Strategic Planning is the Key

The basic requirements of a 1031 Tax Deferred Exchange appear simple enough. From the time you close escrow on an income property you own; you have 45 days to identify either 3 properties you may consider purchasing, or any number of properties that all add up to under 200% of the value of your relinquished […]

Investment Buzz from the Business Insider – August 2015

We are continually monitoring the Investment Climate and tracking the trends for commercial investment opportunities as they present themselves. Californians are experiencing unprecedented returns on long held properties as cash remains cheap and cap rates making sense in the sub-five range for many investors. The appetite for 1031 Investments remains brisk and the robust demand […]

CAP RATE CONUNDRUM

Someone recently approached me asking a question about Cap Rate Evaluations. In evaluating hundreds of cap rates, I have noticed the following well-known areas where I believe people “fudge” in order to “polish the cap rates,” and areas I believe deserve a little more scrutiny when looking at a Leased Investment. Here goes: “Pro-forma Income”: […]

ADA (Adults with Disabilities) Access Update

A GASp at CASp Oh where, oh where, do we begin in attempting to evaluate the recent California ADA Access requirements that may have created one of the most murky and predatory law environments for commercial property owners’ in California today? Before I begin, let me state that the quest to create access to the […]

1031 /Tax Deferred Exchange Update for Fall 2014

It’s amazing that we are facing the end of 2014, and I was shocked to hear that Christmas is about 14 weeks away and away we go with putting away the end of the year. If you’re considering some end of the year tax planning and/or liquidating some real estate assets; you may want to re-acquaint […]

Tax Deferred Exchange Primer

A Quick Guideline to the Art of the 1031 Exchange/2014 The New Year is a good time to re-visit the recent developments in the Capital Gains rates that were established in 2013. In essence; as predicted for years, the Federal Capital Gains Rate is “inching up” for high net worth investors from 15% to 20% […]

Forecast 2014/Interest Rates and Beyond

Happy New Year to all, and I trust that 2013 contained a “Healthy Dose” of Upside to most of Northern California Economy. Certainly the Residential Market continued its climb with consistent momentum, and we witnessed the biggest shift in residential development land sales in over 5 years; all bellwether signs of a new economic dawn. […]