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CapEx Reserve Deposit Calculator

CapEx reserves fund major system replacement.

$
%

Monthly deposit

$9,000

Annual deposit

$108,000

10-year accumulation

$1,080,000

How the math works

Annual = rent × rate. Monthly = annual / 12. 10-yr = annual × 10.

$3.6M × 3% = $108k/yr = $9k/mo. $1.08M accumulated over 10 years.

How to Use

  1. Enter gross rent annual.
  2. Enter CapEx reserve rate % of rent.
  3. Read monthly deposit and annual total.

Frequently Asked Questions

Typical rates?

Multifamily: 2-4% of gross rent. Office: 1-3%. Retail: 1-2%. Industrial: 0.5-1.5%. Varies by property age and major systems. Recent construction: lower; older: higher. Lender covenants typical.

Reserve sizing?

Target: cover major system replacement over 7-10 years. Roof, HVAC, elevators, parking, envelope. Shortfall forces sponsor equity contribution mid-hold. Over-reserve: excess cash tied up. Good sizing from capital plan.

Releases?

Typical: owner draws for documented qualifying capital work. Lender approves receipts. No discretionary use. Cumulative balance builds over loan term. Released at payoff or refi.

How often should I rerun this?

Rerun this calculator whenever inputs change materially — new rent roll data, rate moves, loan balance updates, or quarterly operating data. For active deals, monthly refresh is typical. For stabilized assets under monitoring, quarterly is fine. Treat the output as a decision tool, not a one-time answer — market conditions evolve and so should your analysis.

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