| BORROWER
STATEMENT RE-CLASSIFICATION FORM (MULTIFAMILY) |
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| PROJECT: |
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Sampletown Apts. |
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| REPORTING PERIOD: |
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12/31/99 |
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Do not add or delete rows from this box. |
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DO NOT REMOVE |
| INPUT BORROWER
OPERATING STATEMENT FORMAT |
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STANDARD RECLASSIFICATION |
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None Selected |
1 |
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Apt. Rental Revenue |
2 |
| NOTE: |
REVENUE CATEGORIES |
$ Amount |
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Code |
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CATEGORY |
$ Amount |
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Parking Income |
3 |
| R1 |
Rent Income |
$ 2,050,000 |
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2 |
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Apartment Rental Income |
$ Underwriter's |
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Laundry Income |
4 |
| R2 |
Retail Income |
$ 9,000 |
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5 |
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Parking Income |
$ Toolbox |
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Other Income |
5 |
| R3 |
Furnishings Rentals |
$ 18,000 |
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5 |
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Laundry Income |
$ Underwriter's |
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Excluded Revenue Item |
6 |
| R4 |
Rental Unit Vacancies |
$ (160,000) |
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8 |
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GROSS POTENTIAL RENT |
$ Toolbox |
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Excluded Expense Item |
7 |
| R5 |
Discounts |
$ (22,000) |
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9 |
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Other Income |
$ Underwriter's |
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Vacancy Expense |
8 |
| R6 |
Allowances |
$ (14,000) |
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9 |
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TOTAL REVENUE |
$ Toolbox |
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Concessions Exp. |
9 |
| R7 |
Miscellaneous |
$ 16,000 |
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5 |
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BadDebt/CreditLoss Exp |
10 |
| R8 |
Parking |
$ 22,000 |
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3 |
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Vacancy |
$ Underwriter's |
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Real Estate Tax |
11 |
| R9 |
Laundry |
$ 26,000 |
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4 |
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Concessions |
$ Toolbox |
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Insurance |
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12 |
| R10 |
Sec Deposits Forfeited |
$ 24,000 |
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5 |
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Bad Debt / Credit Loss |
$ Underwriter's |
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Management Fee |
13 |
| R11 |
Application Fees |
$ 16,000 |
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5 |
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SUBTOT
VACANCY/CONCESS/CRED LOSS |
$ - |
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Utilities |
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14 |
| R12 |
Guest Suites |
$ 21,000 |
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5 |
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Repairs & Maintenance |
15 |
| R13 |
Vending Machines |
$ 6,000 |
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5 |
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VACANCY / CREDIT LOSS FACTOR (%GPR) |
$ Toolbox |
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Payroll/Benefits |
16 |
| R14 |
Interest Income |
$ 22,000 |
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6 |
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Marketing |
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17 |
| R15 |
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$ - |
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1 |
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EFFECTIVE GROSS INCOME |
$ Underwriter's |
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Employee / Admin Units |
18 |
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TOTAL REVENUE |
$
2,034,000 |
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Admin / Legal / Acctg |
19 |
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EXPENSE CATEGORIES |
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OPERATING EXPENSE |
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Ground Lease |
20 |
| E1 |
Management Fee |
$ 130,000 |
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13 |
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Real Estate Tax |
$ Toolbox |
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Miscellaneous Exp. |
21 |
| E2 |
Advertising |
$ 36,000 |
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17 |
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Insurance |
$ Underwriter's |
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Replace Res / Cap Expend |
22 |
| E3 |
Extraordinary Marketing |
$ 4,000 |
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7 |
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Management Fee |
$ Toolbox |
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Debt Service - Actual |
23 |
| E4 |
Electricity |
$ 45,000 |
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14 |
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Note: Management Fee
% EGI |
$ Underwriter's |
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| E5 |
Water & Sewer |
$ 29,000 |
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14 |
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Utilities |
$ Toolbox |
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| E6 |
On-Site Management |
$ 95,000 |
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16 |
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Repairs & Maintenance |
$ Underwriter's |
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| E7 |
Make-Ready Costs |
$ 80,000 |
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15 |
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Payroll/Benefits |
$ Toolbox |
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| E8 |
Exterminating |
$ 14,400 |
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15 |
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Marketing |
$ Underwriter's |
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| E9 |
Refuse Disposal |
$ 60,000 |
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15 |
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Employee Units / Admin Units |
$ Toolbox |
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| E10 |
Landscaping |
$ 60,000 |
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15 |
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Administrative / Legal / Accounting |
$ Underwriter's |
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| E11 |
HVAC Repairs |
$ 27,000 |
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15 |
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Ground Lease |
$ Toolbox |
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| E12 |
Snow Removal |
$ 6,000 |
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15 |
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Miscellaneous |
$ Underwriter's |
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| E13 |
Pool Service |
$ 6,000 |
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15 |
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SUBTOTAL OPERATING EXPENSE |
$ Toolbox |
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| E14 |
Cable TV |
$ 22,000 |
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14 |
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| E15 |
Labor / Material |
$ 48,000 |
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15 |
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NET OPERATING INCOME |
$ Underwriter's |
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| E16 |
Maintenance Supplies |
$ 20,000 |
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15 |
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| E17 |
Pool Re-Surfacing |
$ 8,000 |
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22 |
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Replacement Reserves |
$ Toolbox |
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| E18 |
Bldg. Re-Roof #7, #11 |
$ 32,000 |
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22 |
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| E19 |
Bldg. Signage Replacement |
$ 8,000 |
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22 |
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NET CASH FLOW BEFORE DEBT SERVICE |
$ Underwriter's |
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| E20 |
Property Tax |
$ 160,000 |
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11 |
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| E21 |
Front Foot Assessment |
$ 12,000 |
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11 |
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Debt Service (Actual) |
$ Toolbox |
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| E22 |
Property Insurance |
$ 22,000 |
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12 |
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| E23 |
Health Insurance |
$ 24,000 |
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16 |
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NET CASH FLOW |
$ Underwriter's |
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| E24 |
Income Tax |
$ 45,000 |
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7 |
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| E25 |
Mortgage Principal |
$ 70,000 |
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23 |
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NOTES: |
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| E26 |
Mortgage Interest |
$ 725,000 |
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23 |
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Total Excluded Revenue Items |
$ Toolbox |
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| E27 |
Lender Points |
$ - |
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1 |
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Total Excluded Expense Items |
$ Underwriter's |
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| E28 |
Depreciation |
$ 425,000 |
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7 |
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| E29 |
Amortization |
$ 90,000 |
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7 |
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Reconciliation: |
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| E30 |
Manager Units |
$ 22,000 |
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18 |
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Borrower Net Income/Cash Flow |
$(291,400) |
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TOTAL EXPENSE |
$
2,325,400 |
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Less: Re-Classified Net Cash Flow |
$
Underwriter's |
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Difference |
#VALUE! |
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NET INCOME / CASH FLOW |
$ (291,400) |
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Add back: Excluded Borrower Revenue Items |
$ Toolbox |
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Delete: Excluded Borrower Expense Items |
$
Underwriter's |
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Variance |
#VALUE! |
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