Finance category
Mortgage, loan, investing, tax, and money calculators.
Portfolio Valuation Roll Up Calculator
Portfolios trade at different multiples than individual assets.
Portfolio premium
$62,608,696
Individual sum value
$720,000,000
Portfolio value
$782,608,696
How the math works
Individual value = NOI / individual cap. Portfolio value = NOI / portfolio cap. Premium = difference.
$45M / 6.25% = $720M. vs $45M / 5.75% = $783M. $63M portfolio premium — material for sellers.
How to Use
- Enter aggregate NOI.
- Enter individual cap rate %.
- Enter portfolio cap rate % (lower).
- Read portfolio premium.
Frequently Asked Questions
Premium or discount?
Institutional portfolios trade at cap rate 25-75 bps lower than individual assets (premium). Reason: scale, geographic diversification, operational efficiency, institutional appeal. Small/mixed portfolios may trade at discount (complexity penalty).
Driver factors?
Geographic concentration (positive: dominance; negative: single-market exposure). Asset class focus (positive: expertise; negative: diversification). Management platform (positive: turnkey). Debt (positive: assumable low-rate; negative: high-rate).
When to roll up?
Pre-sale: 6-18 months preparation allows platform story. Financial audits, standardized reporting, common systems. Marketing as 'portfolio' vs individual deals. Typical portfolio premium captures $10M-100M+ on mid-size portfolios.
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.
Related Calculators
More Finance Calculators
Browse all finance →AI Cost Calculator
Compare token costs across OpenAI, Anthropic, and Google AI models. Calculate monthly API spending for GPT-4o, Claude, Gemini, and more.
Tip Calculator
Calculate the perfect tip and split the bill between friends. Choose preset percentages or enter a custom tip amount.
Bill Splitter Calculator
Split an uneven restaurant bill by item, divide tax and tip proportionally, and see exactly who owes whom.
Discount Calculator
Calculate sale price, discount amount, stacked discounts, sales tax, and total savings for any markdown.
Gas Mileage Calculator
Calculate MPG or km/L, estimate trip fuel cost, and compare annual fuel expenses between two vehicles.
Sales Tax Calculator
Add sales tax to a price, reverse-calculate the pre-tax amount from a total, and estimate tax for multiple items on one receipt.
Keep exploring