OFFICE BUILDING / RETAIL STORES
BUSINESS OR BUILDING NAME:
COUNTY ____ BOOK _____ MAP____ PARCEL _______ (IF THIS IS AN ECONOMIC UNIT, LIST THE LEAD PARCEL)
GROSS SQUARE FEET = NET LEASEABLE SQUARE FEET =
TYPE OF LEASE: GROSS NET TRIPLE NET (NNN) OTHER (DESCRIBE) ________________
IS PROPERTY OWNER OCCUPIED? NO YES PARTIAL OWNER’S SQUARE FEET ___________
COMPLETE TENANT INFORMATION MUST BE ENTERED ON THE ATTACHED FORM OR ON SEPARATE SHEETS.
POTENTIAL CHARGES TO TENANTS TENANT PAYS DESCRIBE
COMMON AREA MAINTENANCE NONE ALL PARTIAL
TAXES NONE ALL PARTIAL
INSURANCE NONE ALL PARTIAL
MANAGEMENT NONE ALL PARTIAL
UTILITIES NONE ALL PARTIAL
INCOME DATA SUMMARY: Provide latest three year history.
Two Three
Last Year Years Ago Years Ago
Year: _______ Year: _______ Year: _______
POTENTIAL GROSS INCOME (100% OCCUPANCY) = $ $ $
VACANCY AND COLLECTION LOSS (ACTUAL) - - -
ADJUSTED GROSS INCOME =
CHARGES TO TENANTS + + +
OVERAGE RENTS + + +
OTHER INCOME (SERVICE, MISC., ETC.) + + +
EFFECTIVE GROSS INCOME =
TOTAL OF ALL EXPENSES - - -
NET OPERATING INCOME $ $ $
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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OFFICE BUILDING / RETAIL STORES
PROVIDE THREE YEAR HISTORY
NOTE: FOR PROPER ANALYSIS, ALL EXPENSES REPORTED SHOULD BE THE ACTUAL 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: _______
ACTUAL EXPENSES
ANNUAL INSURANCE $ $ $
MANAGEMENT / AGENT FEES
ADVERTISING / PROMOTION
GAS / ELECTRIC
WATER / SEWER
TELEPHONE
BLDG. MAINTENANCE AND REPAIRS
PARKING LOT AND COMMON AREA
SERVICE CONTRACTS
JANITORIAL
SUPPLIES
OTHER EXPENSES (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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(MO / YR)
(MO / YR)
(MO / YR)
Update Calculations
OFFICE BUILDING / RETAIL STORES TENANT LIST
NAME OF TENANT TOTAL SQ.
FEET
FROM
MO / YR
TO
MO / YR
1ST
YEAR RENT
AVG. ANNUAL
INCREASE
CURRENT
RENT
NOTE: Use additional copies of this form, if necessary.
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