Appraisal Reference

Math Basics

Every other page on this site assumes the arithmetic is the easy part. For a lot of students it is not, and the places it goes wrong are predictable. These four are the ones that cost real marks — and real credibility — in appraisal work. Measuring irregular shapes has its own page, Sketches.

Decimals & percents

One number, several costumes. This is the single most common source of confusion in appraisal math.

Percent means per hundred. That is the whole definition — the word is doing exactly what it says. 7 percent is 7 per hundred, which is the fraction 7/100, which is 7 divided by 100.

7%  =  7 per 100  =  7/100  =  7 ÷ 100  =  0.07

Nothing changes when the number stops being tidy. A rate of 7.7% is 7.7 per hundred, which is 7.7 divided by 100, which is 0.077. These are not two numbers that happen to be related — they are the same number written two ways.

7.7%  =  7.7 per 100  =  7.7 ÷ 100  =  0.077

The same number, four ways

Before any of that, get comfortable with the fact that one quantity has several perfectly correct spellings, and that people switch between them mid-sentence without warning.

Four ways of writing the same quantity Nought point two five equals twenty-five percent equals one quarter, spoken as a quarter. And nought point zero eight three seven equals eight point three seven percent. THE NUMBERS — WHAT WE WORK IN HOW WE SAY IT 0.25 = 25% = 1/4 “a quarter” no calculator takes this 0.0837 = 8.37% = 837/10,000 “837 ten-thousandths” exact, and nobody says it Fractions work when the number is tidy. Real rates are not.

All four say the same thing. The first three are numbers and they are what we work in; the fourth is how people talk, and it is where the confusion enters, because “a quarter” and “twenty-five percent” and “point two five” arrive in conversation as though they were different quantities.

The ones worth knowing on sight

In wordsFractionDecimalPercent
a half1/20.5050%
a third1/30.3333…33.33%
a quarter1/40.2525%
three quarters3/40.7575%
an eighth1/80.12512.5%
a tenth1/100.1010%
a hundredth1/1000.011%

A fraction becomes a decimal by doing the division the fraction is asking for. One quarter means one divided by four, and one divided by four is 0.25. That is not a rule to memorize; it is what the notation means. A third comes out 0.3333 and never finishes, which is the first hint that fractions and decimals are not equally useful.

Where this bites. Divide net operating income by a sale price and your calculator shows 0.077. The textbook, the report and your instructor all call that 7.7%. Any time you have a decimal and you want to show it as a percent — a cap rate of 0.077 written up as 7.7% — move the decimal two spots to the right and add a % sign.
Decimal to percent 0.077 becomes 7.7% when the decimal point moves two places right and a percent sign is added. 0.077 two spots right move the decimal 0.077 → 0.770 → 7.700 7.7 % add the % sign

Coming back the other way, reverse both steps: drop the % sign and move the decimal two spots to the left. 7.7% becomes 0.077, which is the form your calculator actually needs when you divide by a rate.

Try it both ways

The hundredfold error. Capitalizing $92,000 of income at a 7.7% rate means dividing by 0.077, which gives $1,194,805. Divide by 7.7 instead and you get $11,948 — a building priced like a used car. The arithmetic was correct; the costume was wrong. If an answer is off by a factor of 100, this is almost always why.

Practice — change a decimal to a percent

Read the rate below and write it as a percent. Then walk the decimal across one spot at a time and watch what happens to the figure.

read this rate  
at start
one spot
two spots … and add %

Reading a rate off a calculator

Calculator showsWritten asSay it as
0.08008.00%eight percent
0.07757.75%seven and three quarters
0.102510.25%ten and a quarter
0.00550.55%fifty-five hundredths of a percent
1.0800108.00%a multiplier, not a rate

That last row is worth a second look. A figure above 1.0 is usually a factor you multiply by, not a rate you divide by. Seeing 1.08 and reading it as an 8% rate is the same mistake wearing a different hat.

Order of operations

Multiplication and division happen before addition and subtraction — and in appraisal the order is often prescribed, not merely conventional.

In a plain calculation, multiply and divide first, then add and subtract. Work left to right within each group, and do anything in brackets first.

Brackets show what to do first In PGI minus open bracket PGI times v close bracket, the bracketed multiplication is calculated before the subtraction. PGI ( PGI × v ) do this part first then subtract

The brackets are not changing the answer — multiplication would happen first regardless. They are making the grouping visible, which is worth doing on your own worksheet until the habit is automatic.

With potential gross income of $240,000 and a vacancy allowance of 6%, that is 240,000 − (240,000 × 0.06) = 240,000 − 14,400 = $225,600. Subtract before multiplying and you would get (240,000 − 240,000) × 0.06 = 0, which at least announces itself. Most order errors are subtler than that.

The same figure comes out of 240,000 × (1 − 0.06) = 240,000 × 0.94 = $225,600, in one step instead of two. Notice the brackets moved, and so did what gets calculated first — that is brackets doing real work rather than decorating.

Build the statement

Potential gross income , vacancy and collection loss , operating expenses of effective gross income. What is net operating income?

Where appraisal goes further than arithmetic. Percentages commute with each other — a 6% adjustment then a 3% adjustment lands where 3% then 6% lands. Dollar amounts do not commute with percentages. A dollar adjustment applied before a percentage gets carried through it; applied after, it does not. That is precisely why the sequence of adjustments in the sales comparison approach is prescribed rather than left to preference.
Sale priceThenResult
$300,000+ $20,000 repairs, then × 1.10 market conditions$352,000
$300,000× 1.10 market conditions, then + $20,000 repairs$350,000

Two thousand dollars apart on the same two adjustments. Neither calculation contains an arithmetic error — only one of them follows the required order.

Solving for an unknown variable

Rearranging is not a trick and not a memory test. It is moving one thing at a time until the unknown is standing on its own.

Here is the problem, stated plainly. You have this:

The same statement, with the unknown moved to the front From open bracket M times R sub m close bracket plus open bracket one minus M times R sub e close bracket equals R sub o, to M equals open bracket R sub o minus R sub e close bracket divided by open bracket R sub m minus R sub e close bracket. WHAT YOU HAVE (M × Rm) + ((1 − M) × Re) = Ro nothing added, nothing thrown away — only rearranged WHAT YOU WANT M = (Ro − Re) ÷ (Rm − Re) Both lines say the same thing — but in the second, M stands alone.

Getting from one to the other is called isolating the unknown. The idea underneath it is simpler than the notation makes it look: the unknown has things attached to it, and every move you make takes one of those things away. When nothing is left attached, you are finished, and whatever sits on the other side of the equals sign is the answer.

Start with one attachment

10 = 5 + x

What is attached to x? A “+ 5”. So take the 5 away — and take it away from both sides, because the moment you change one side only, the two sides stop being equal and the statement stops being true.

10 − 5 = 5 + x − 5   →   5 = x

The objective of that move was not “subtract 5”. It was remove the thing attached to x. Subtracting 5 was simply how it was done.

Now put the unknown inside a bracket

50 = 5 × (b + 2)

Now b has two things in the way: it is inside a bracket, and the whole bracket is multiplied by 5. You cannot reach b until the 5 is dealt with, so the 5 goes first. That is what working from the outside in means — peel the outermost layer, then the next.

MoveObjectiveLeaves
÷ 5, both sidesget rid of the multiplier wrapped around the bracket10 = b + 2
− 2, both sidesremove the last thing attached to b8 = b

Two moves, two objectives, and at no point did anyone need to remember a rule about which side things “flip” to. Check it: 5 × (8 + 2) = 5 × 10 = 50.

Three rules cover every case you will meet. Whatever you do to one side, do to the other. Work from the outside in. And every move must leave the unknown with fewer things attached to it — if a move does not do that, it was not progress, however tidy it looks.

Practice

Solve for x. Two moves, in the order the last example used.

now the real thing

The same moves on a real formula

The band of investment builds a capitalization rate from a loan and a down payment. Run left to right, it produces the rate. Run it backwards and you can recover any one of the pieces — and the amount of work depends entirely on which piece you are after.

Ro  =  M × Rm  +  (1 − M) × Re

M is the loan share  ·  Rm is the mortgage constant  ·  Re is the equity dividend rate

SOLVE FOR

The same three moves, a different formula

Land and building split a property the way debt and equity split its financing, and the band that puts them back together has exactly the same shape. Only the letters change.

Ro  =  B × Rb  +  (1 − B) × Rl

B is the building share of value  ·  Rb is the building rate  ·  Rl is the land rate

SOLVE FOR
and now the big one

The grand-daddy — the Ellwood formula

Mortgage-equity analysis builds an overall rate from the equity yield the investor wants, the financing he uses, how much of the loan he pays off while he holds it, and what he expects the property to be worth when he leaves. Taught on a board it is four rows and a total — where the simple band of investment had two.

The same four rows, written as one equation

Take the rows in the order they were worked and set them down on a single line. Nothing is added and nothing is dropped — the plus and minus signs at the left of each row become the plus and minus signs of the equation.

Ro  =  M × Rm  +  (1 − M) × Ye  −  M × P × SFF  −  Δo × SFF

M loan share  ·  Rm mortgage constant  ·  Ye equity yield  ·  P share of loan paid off  ·  SFF sinking fund factor  ·  Δo change in value

A note on that last symbol, because the usual notation causes real trouble. Textbooks write the sinking fund factor as 1/Sn, and it is easy to read that as “one over the sinking fund factor.” It is not. Sn is a quantity in its own right — what a deposit of 1 a year grows to over n years, which at 9% over seven years is 9.2004. The sinking fund factor is its reciprocal, 1 ÷ 9.2004 = 0.10869, which is the deposit needed each year to accumulate to 1. We write it SFF on this page so that nothing is hiding inside a fraction bar — but you will meet it as 1/Sn in every text and on every exam, and they are the same number.

That single line is the thing you can rearrange. The four-row layout is for working a rate out; the equation is for getting a missing piece back. Same statement, two jobs.

SOLVE FOR
Notice that nothing about the method changed. The second formula is not a new technique to learn — it is the first one wearing different letters. Isolating an unknown never depends on what the symbols mean. It depends only on how many times the unknown appears and what is attached to it.

Exponents & compounding

An exponent counts how many times a factor is applied. In appraisal it is almost always counting periods.

An exponent is shorthand for repeated multiplication. 1.053 means 1.05 × 1.05 × 1.05. Nothing more mysterious than that — but the difference between multiplying a rate by the number of periods and raising a factor to the power of the number of periods is money.

simple:   i × n      compound:   (1 + i)n − 1

See the gap

MethodTotal changeOn $300,000
Straight line
Compounded
Difference
Which one an assignment wants is a judgement, not a default. Market conditions adjustments are quoted both ways in practice. Over a few months the two barely differ; over two or three years the gap becomes material. State which you used and why — the number alone does not say.

A good rule of thumb: the way you extract it is the way you apply it. If the rate came out of paired resales measured on a straight-line basis, apply it straight-line. If it was derived by compounding, compound it. Extracting one way and applying the other introduces an error that no amount of careful arithmetic will catch, because every individual calculation is correct.

Exponents also sit underneath every one of the six functions of a dollar. A future value factor is (1 + i)n; a present value factor is its reciprocal, 1 ÷ (1 + i)n. Once that registers, the six functions stop being six things to memorise and become one idea pointed in different directions.