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Tenant Concentration Risk Calculator

Concentrated tenant rolls carry cap rate premiums. This calculator sizes the risk.

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%

Adjusted cap rate

6.50%

Concentration premium (bps)

25

Value impact

-$3,200,000

How the math works

HHI scores concentration; premium adds 25-100 bps to cap rate. Value impact = NOI ÷ adjusted cap − NOI ÷ base cap.

Concentration premium is a blunt proxy — real cap rate spread from a single tenant depends on that tenant's credit and lease term. IG credit on a 15-year triple-net? No premium. Sub-investment-grade on a 3-year short-term? Wider than 100 bps.

How to Use

  1. Enter total rent roll.
  2. Enter top-1 tenant share %.
  3. Enter top-3 share %.
  4. Enter top-5 share %.
  5. Enter base cap rate.
  6. Read adjusted cap rate and value impact.

Frequently Asked Questions

HHI threshold?

HHI < 1500: diffuse (no concentration premium). 1500-2500: moderate concentration (+25-50 bps cap rate). 2500+: concentrated (+50-150 bps). Single-tenant asset: +100-250 bps above multi-tenant comps.

Credit quality overlay?

Investment grade single tenant (NNN) often trades at same or tighter cap rate than multi-tenant. Non-IG single tenant trades wide. Credit quality and concentration interact — don't penalize IG concentration the same as non-IG.

Mitigation?

Diversify tenant roster at renewal (turn large blocks into multiple smaller leases). Require personal guarantees on concentrated tenants. Credit tenant lease (CTL) structure for single-tenant financing.

What documentation matters here?

Written leases, move-in/move-out inspections with photographs, ledger entries showing every payment and charge, served notices with proof of service, and contemporaneous emails or texts. Courts weigh written evidence heavily; informal understandings rarely stand. Institutional operators run a monthly file audit to catch gaps before they matter. Good paper trails recover most of what's owed.

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