Stress-Test Analysis for Real Estate Investments
A stress‑tested investment analysis evaluates how your property performs under downside scenarios, revealing its resilience, risk exposure, and sensitivity to changes in income, expenses, financing, and market conditions.
The following metrics are essential for conducting a stress-test real estate investment analysis:
-
Rent growth rate
Market rent decline scenarios
Concessions and lease‑up timing
Stabilized occupancy vs. downside occupancy
Renewal probability and turnover rates
-
Operating expense inflation
Property tax reassessment risk
Insurance premium increases
Repairs and maintenance variability
CapEx escalation
-
Interest rate increases (for variable or refi scenarios)
Debt‑service coverage under stress
Refinance proceeds under lower valuations
Lender reserve requirements
-
Exit cap rate expansion
Slower appreciation or flat market scenarios
Reduced buyer demand or longer time to sell
Lower sale proceeds after fees and taxes
-
Cash‑on‑cash return under downside conditions
IRR impact from delayed cash flows
Equity multiple under reduced performance
Break‑even occupancy under stress
-
Tenant default or non‑payment
Extended vacancy periods
Delays in executing value‑add plans
Higher‑than‑expected turnover costs