Current Financial Market Fundamentals Are Key to a Successful Real Estate Portfolio

There has been a lot of concern about the financialand bad economic times.
markets and where this economy is heading.Lender loan spreads are always a hot topic of
Financial and commercial real estate cycles alwaysdiscussion in the real estate financial world. Loan
repeat themselves. The tricky part is that no onespreads will eventually correct themselves, as they
knows when. Trying to time the markets is aare starting to come off the spike from the
combination of a little bit of skill and a lot of luck. Realbeginning of 2008. The shut down or decline of
estate borrowers that bear in mind the fundamentalsbusiness in the commercial mortgage-backed security
of underwriting when lenders have less stringent(CMBS) market has given banks the ability to
criteria will also prevail in tougher credit markets asgenerate more business and compete with the
we are experiencing today.permanent markets. Pricing spreads on loans that
There are a couple of key criteria to follow whenused to be 100-150 basis points over the 10-yr
underwriting commercial real estate property andtreasury are now priced with less concern of a
securing debt in any market. One of the first criteriaspread but rather with "floor" rates implemented.
is the Debt Service Coverage Ratio (DSCR). ProvidingThese floor rates are ranging between 5.75%-7.00%.
a coverage of 1.25-1.30x or better typically will put aBanks are more frequently competing with the
borrower in a comfortable cash flow position and inpermanent market by offering customers a swap
return give a level of comfort to the lender. Aproduct. The swap is a fixed rate product typically
second key component to any underwriting andpriced off the LIBOR rate. This allows the bank to fix
especially critical in today's market is the Loan tothe rate for the borrower and depending on where
Value or LTV of a particular project or portfolio ofLIBOR rates go in the fixed rate period will determine
properties. In good times, this percentage can bewhether or not it will cost to break the swap prior to
driven upwards towards 90-95% and in some casesmaturity or if the bank will cut a check to the
100%+. Today the permanent lending market isborrower. If the swap goes to term then the loan is
underwriting at a 60-65% LTV where banks todayjust paid in full at par.
are typically in the 70-75% range. The differenceThere are several other strategies and concepts that
between the permanent and bank debt loan tocould be discussed in addition to the few mentioned
values are non-recourse vs. recourse debt. The lowerabove. The bottom line is keeping the basic
loan to value and strict DSCR requirements creates afundamentals of underwriting all forms of commercial
borrowing environment where cash investors andreal estate in mind when evaluating a transaction. Be
equity partners will hold a competitive advantage withpatient and this economic market will certainly prove
current market opportunities. Keeping these twoto be profitable in years to come through future
analysis criteria in mind when underwriting a potentialeconomic cycles.
deal will always create a successful project in good