Annual Property Operating Data (APOD)
Shows the Revenues, Expenses, Net Operating Income (NOI), Debt Service and Cash Flow Before Tax for the Property as of the Acquisition Date on either a monthly or annual basis. Also shows Capitalization Rate, Cash on Cash, Gross Income Multiple, Debt Coverage Ratio, Loan to Value and Loan Constant. Many Pie Charts are available here by adding the Graphics Extension.
This function allows you to display/print an Annual Property Operating Data (APOD)
report for your property. The APOD above has been prepared for an office property
and shows square footage values. The APOD below has been prepared for an apartment
property, and shows unit based values.
The top grid on the right of the APOD screen is the APOD Titles Grid. The text and
values shown there may be entered directly into the grid and will be saved with
the Assumption Set. Another way to enter these text and values is to click at any
time on the Investment Name in the Status Bar at the bottom of the screen, which
brings up a dialog box for entering the Investment Name and the other data in the
APOD Titles Grid.
APOD Purpose allows you to enter whatever text you want
in the "Purpose" line of the APOD titles. Typical purposes are "Broker's
Recap" and "Owner's Statement".
Property Location
allows you to enter whatever text you want in the "Location" line of the
APOD titles.
Property Type allows you to enter whatever
text you want in the "Property Type" line of the APOD titles. If
Square Feet or Units is 2000 or less, it is assumed to be the number
of units in the property and the second APOD Column is titled $/Unit. If this value
is greater than 2,000, it is treated as the Square Feet in the property, and the
second APOD column is titled $/SqFt. This value also directs whether the Income
Statement function produces a Square Footage Income Statement or a Dlrs/Unit Income
Statement. If you enter zero here, the APOD will omit $/SqFt (and the column heading,
as well as the Price/SqFt measure). Likewise, the Square Footage or Dlrs/Unit Income
Statement will not be available.
Revenue may be set to
Total,
With SqFt/Units,
or
Without SqFt/Units.
Total summarizes all revenue into one Gross
Income figure,
With SqFt/Units details each revenue and prints the $/SqFt
or $/Unit,
Without SqFt/Units details each revenue and does not print $/SqFt
or $/Unit for the revenue.
Loans may be set to
None,
Total or
Detail.
None omits Debt Service, so the report stops
at NOI. In this case the Cash on Cash and Debt Coverage Ratio are not printed.
Total
shows the total payment for all loans in the Assumption Set.
Detail shows
the payment for each loan on a separate line. Zero payments (for non-zero loan amounts)
will show.
Show Monthly $ can be checked, controlling whether the dollar
amounts in the APOD will be expressed as Annual or Monthly amounts.
If you have purchased the Graphics Extension, a Chart button will be available,
offering Pie Charts of the information contained in the report. Pie Charts are available
showing:
- Use of Gross Income at Acquisition
- Use of Effective Income at Acquisition
- Operating Expenses at Acquisition
- Source of Gross Income at Acquisition
Below the Pie Charts are the Graph Controls. These controls allow you to customize
the chart's appearance to your specifications. You may want to experiment with each
of the controls to see how they affect the displayed (and printed) chart, as described
below. In addition, you may print, edit and export Pie Charts.
- 3D adds an attractive three dimensional effect to the graph.
- color specifies the first (bottom) color shown.
- Font controls the typeface used to display the graph labels and
numbers.
- Data allows you to choose between various available Pie Charts.
- Explode Segment explodes any segment to emphasize it for presentation.
- $ Labels adds $ values to the segment labels.
- % Labels adds percentage values to the segment labels.
- Label Lines adds lines leading to the segment labels.
Shows the Revenues, Expenses, Net Operating Income (NOI), Debt Service and Cash Flow Before Tax for the Property as of the Acquisition Date on either a monthly or annual basis. Also shows Capitalization Rate, Cash on Cash, Gross Income Multiple, Debt Coverage Ratio, Loan to Value and Loan Constant. Many Pie Charts are available here by adding the Graphics Extension.
