HOTELS, MOTELS AND RESORTS
NAME OF PROPERTY:
COUNTY ____ BOOK_____ MAP____ PARCEL _______ (IF THIS IS AN ECONOMIC UNIT, LIST THE LEAD PARCEL)
TOTAL NO. OF ROOMS: ______ RESTAURANT: YES NO LOUNGE: YES NO
MEETING ROOMS: YES NO
AVERAGE DAILY RATE = $ ___________. ATTACH COPY OF CURRENT ROOM/RENT RATES IF AVAILABLE.
INCOME DATA SUMMARY: PROVIDE LATEST THREE YEAR HISTORY.
ANNUAL OCCUPANCY RATE FOR THE PAST THREE YEARS:
LAST YEAR: ___________% SECOND YEAR: ___________% THIRD YEAR: ___________%
Two Three
Last Year Years Ago Years Ago
Year: _______ Year: _______ Year: _______
POTENTIAL GROSS INCOME (100% OCCUPANCY) = $ $ $
VACANCY AND COLLECTION LOSS (ACTUAL) - - -
ADJUSTED GROSS INCOME =
FOOD AND BEVERAGE INCOME + + +
TELEPHONE INCOME + + +
OTHER INCOME (SERVICE, MISC., ETC.) + + +
EFFECTIVE GROSS INCOME =
TOTAL OF ALL EXPENSES - - -
NET OPERATING INCOME = $ $ $
NOTE: IF THE PROPERTY IS SUBJECT TO A TIMESHARE PLAN (IN WHOLE OR IN PART) REFER TO A.R.S. §§ 42-13451
THROUGH 42-13454.
ADDITIONAL INFORMATION / REMARKS
NOTE: Any additional information or documents that support the filed income and expense data may be submitted with this form.
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HOTELS, MOTELS AND RESORTS EXPENSE DATA
PROVIDE THREE YEAR HISTORY
NOTE: FOR PROPER ANALYSIS, ALL EXPENSES REPORTED SHOULD BE THE ACTUAL AMOUNT INCURRED EACH YEAR.
DISALLOWED EXPENSES: DEPRECIATION, MORTGAGE DEBT SERVICE and PROPERTY TAX (effective tax rate will be added to
the capitalization rate).
Two Three
Last Year Years Ago Years Ago
Year _______ Year: _______ Year: _______
DEPARTMENTAL EXPENSES
ROOM EXPENSES $ $ $
FOOD AND BEVERAGE EXPENSES
TELEPHONE EXPENSES
OTHER (DESCRIBE: _____________________)
ADMINISTRATIVE EXPENSES
MANAGEMENT FEES
FRANCHISE FEES
ADVERTISING / PROMOTION
ADMINISTRATIVE / SALARIES
PROPERTY OPERATING EXPENSES
UTILITIES
INSURANCE
BLDG. MAINTENANCE AND REPAIRS
PARKING LOT AND COMMON AREA
SERVICE CONTRACTS
JANITORIAL
SUPPLIES
OTHER (DESCRIBE: _____________________)
MAJOR REPLACEMENTS / REPAIRS (From Pg. 3)
TOTAL OF ALL EXPENSES = $ $ $
NOTE: Any additional information or documents that support the filed income and expense data may be submitted with this form.
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LAST YEAR
MAJOR REPLACEMENT / REPAIRS
DATE TOTAL COST
÷ AVG. LIFE (YRS) = ANNUAL AMT.
HEATING / COOLING $
÷ = $
ROOFING $
÷ = $
FLOOR COVERINGS $
÷ = $
APPLIANCES / WATER HEATER $
÷ = $
PAINTING (MULTI-UNIT) $
÷ = $
OTHERS
(DESCRIBE: ________ $
÷ = $
) TOTAL FOR LAST YEAR = $
TWO YEARS AGO
MAJOR REPLACEMENT / REPAIRS
DATE TOTAL COST
÷ AVG. LIFE (YRS) = ANNUAL AMT.
HEATING / COOLING $
÷ = $
ROOFING $
÷ = $
FLOOR COVERINGS $
÷ = $
APPLIANCES / WATER HEATER $
÷ = $
PAINTING (MULTI-UNIT) $
÷ = $
OTHERS
(DESCRIBE: ________ $
÷ = $
) TOTAL FOR TWO YEARS AGO = $
THREE YEARS AGO
MAJOR REPLACEMENT / REPAIRS
DATE TOTAL COST
÷ AVG. LIFE (YRS) = ANNUAL AMT.
HEATING / COOLING $
÷ = $
ROOFING $
÷ = $
FLOOR COVERINGS $
÷ = $
APPLIANCES / WATER HEATER $
÷ = $
PAINTING (MULTI-UNIT) $
÷ = $
OTHERS
(DESCRIBE: ________ $
÷ = $
) TOTAL FOR THREE YEARS AGO = $
NOTE: Any additional information or documents that support the filed income and expense data may be submitted with this form.
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