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Project Based Voucher ROI Calculator

PBV commitments stabilize rental income but restrict property flexibility.

$
$

Annual PBV rent

$1,710,000

Annual market gap

$360,000

Value uplift (cap compression)

$1,813,636

How the math works

Annual rent = contract × units × 12. Value uplift = NOI / (cap − cap compression) − NOI / cap.

$1,900 × 75 × 12 = $1.71M PBV rent. Cap compression 50 bps = $9.1M value uplift at exit.

How to Use

  1. Enter contract rent / mo.
  2. Enter market rent / mo.
  3. Enter unit count.
  4. Enter years of PBV commitment.
  5. Enter PBV premium bps on cap.
  6. Read PBV economics.

Frequently Asked Questions

What are project-based vouchers?

Section 8 vouchers attached to specific units (not portable with tenant). Owner signs HAP contract with PHA for 20+ year term. Gets guaranteed rent stream. Unlike tenant-based vouchers (portable), PBV units must stay affordable. Mix of: 100% PBV (all units), mixed-income PBV (20-50% units), minimum 5% PBV (project contribution). Increasingly common with new LIHTC deals to ensure tenant pipeline.

Economic advantages?

Guaranteed rent from creditworthy (HUD) payer. Eliminates tenant-credit risk. Predictable rent adjustments (OCAF). Long-term stability. Lender-favored (35-year amortization available). Cap rate typically 25-75 bps tighter for PBV-covered than equivalent market-rate. Value uplift: 5-15% over market-rate comparable at similar rents.

Drawbacks?

Rent limits OCAF-driven (typically below market). Must maintain HUD-compliant physical standards (annual inspections). Tenant restrictions (income, background). Lengthy eviction process. Committed 20+ years — can't pivot to market. Re-rent timing mismatches (PHA tenant selection delays). Requires specialized management expertise. Small owners struggle; institutional owners specialize.

Stacking with LIHTC?

Very common: 4% LIHTC + tax-exempt bonds + PBV is powerful affordable housing stack. LIHTC provides equity. Bonds provide low-rate debt. PBV provides rent stability. Combined: can make 100% affordable deal work economically. Operators specialize in this (Jamison Capital, Mercy Housing, NHP Foundation). Institutional investors allocate through specialized syndicators (Boston Capital, WNC, NDC).

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