Portfolio Rollup Savings Calculator

Rollups reduce G&A overhead per unit.

Property count

Total units

Current G&A per property

Consolidated G&A per property

Annual G&A savings

$780,000

Per-unit savings

$325

Value at 5% cap

$15,600,000

How the math works

Savings per property = current − consolidated. Annual = × property count. Per unit = annual / total units.

12 × ($150k − $85k) = $780k annual savings = $325/unit. At 5% cap = $15.6M value creation.

How to Use

Enter portfolio count.
Enter total units.
Enter current G&A per property.
Enter consolidated G&A per property.
Read annual savings.

Frequently Asked Questions

Rollup benefits?

Shared back-office (accounting, HR, IT). Shared vendor contracts. Consistent systems (property management software). Shared executive team. Efficient capital allocation. Per-unit G&A drops 20-40% at scale.

Typical scales?

Small (<500 units): $800-1500/unit G&A. Mid (500-5000): $500-900. Large (5000+): $300-600. Consolidation path: small firms merge, mid firms acquire, large firms acquire mid. Each step reduces per-unit G&A.

Tradeoffs?

Local knowledge loss. Tenant relationships commoditized. Integration friction (systems merge). Culture clash. Strong rollups preserve local operations while consolidating admin. Weak rollups destroy value through integration mistakes.

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.