FIN-432 · Topic 7

FIN-432 Topic 7 acquisition bid recommendation example

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A composite multi-tenant industrial building listed at 3,400,000 is rebuilt from the seller's figures in this finished FIN-432 Topic 7 acquisition bid recommendation example, financed at 65 percent and tested against the buyer's 12 percent target. FIN 432 closing topics expect a verdict with figures behind it, and this memo turns down the asking price and names the bid that would work.

What this page holds

A finished FIN-432 Topic 7 acquisition bid recommendation example, rebuilding a seller's income figure, testing the asking price with financing attached, declining it and naming a supportable bid. Searches like "fin 432 topic 7 assignment example", "fin432 topic 7 sample" and "fin-432 topic 7 example" land here.

What a finished FIN-432 Topic 7 acquisition bid recommendation looks like

The memo starts by correcting the seller's figures. The listing shows 238,000 of net operating income, a 7.0 percent capitalization rate at the asking price, but assumes every bay leased and sets nothing aside for roofs and paving. Restoring 7 percent vacancy and 12,000 of reserves brings income to 205,000, a 6.03 percent yield at 3,400,000. Financed at 65 percent with an illustrative 6.25 percent, twenty-five-year loan, the asking price leaves debt coverage near 1.17, below the lender's 1.25, and a cash yield of about 2.5 percent. With income growing 2.5 percent a year and a sale after five years at a 6.75 percent capitalization rate, the buyer's return on equity is about 5.6 percent against a 12 percent target. The memo declines at the asking price and bids about 3,050,000, where the same assumptions return about 12.3 percent.

How a FIN-432 Topic 7 example is structured

The memo opens with its decision, decline at the asking price, and the bid it supports. A property section describes the composite building, its tenants and lease expiries, each a case figure. The income section rebuilds net operating income from the seller's statement, adding back vacancy and reserves line by line. The financing section sizes the loan at 65 percent, computes debt service and coverage, and notes that at the asking price the lender would cut the loan to about 2,072,000. A projection table runs five years of income, debt service and cash flow, followed by the sale and the loan payoff. The return section computes the equity return at the asking price and at the bid. A downside paragraph holds income flat and exits at 7.25 percent, where even the bid returns only about 2.5 percent. The memo closes with the conditions attached to the offer.

Seller's income rebuilt line by line

Vacancy of 7 percent and 12,000 of reserves are restored to the listing's statement, lowering net operating income from 238,000 to 205,000.

The asking price with financing attached

At 3,400,000 and 65 percent debt, coverage falls to about 1.17, so the loan as proposed would not clear the lender's 1.25 minimum.

Equity return set against the target

Five years of cash flow and a sale at 6.75 percent return about 5.6 percent on the buyer's equity, less than half the 12 percent target.

A bid located by the arithmetic

Holding every assumption fixed, a price near 3,050,000 returns about 12.3 percent on equity with coverage near 1.31, which becomes the offer.

The downside kept in view

Flat income and a 7.25 percent exit cut the bid's equity return to about 2.5 percent, and the memo reports that result beside its offer.

Where marks go in FIN-432 Topic 7

Accepting the seller's net operating income without rebuilding it draws the heaviest deduction, because a full-occupancy, no-reserve statement overstates this building's income by 33,000 and every figure downstream inherits the error. Papers that judge the price on a capitalization rate alone, with no loan attached, miss that the asking price fails the lender's coverage test and leaves a cash yield near 2.5 percent. Net operating income computed after debt service counts as an outright error, because it mixes the buyer's financing into the property's income. A return reported with no target beside it gives the decision nothing to meet. Declining without naming a price that would work ends the analysis early. Recommendations that omit the downside case present a bid as safe without showing what a flat market would do to it.

Get a FIN-432 Topic 7 example written to your instructions

Send the FIN-432 Topic 7 instructions and the rubric attached in your classroom, with the case your section assigns. We write a custom example to them, with the seller's income rebuilt, the price tested with financing attached, the equity return set against a target, a supportable bid located and a downside case run, in 24 to 48 hours. The first one is free.

FIN-432 Topic 7 questions, answered

Why rebuild the seller's net operating income?

Because a listing's income figure is prepared to sell the property. It often assumes full occupancy, omits reserves for roofs, paving and systems, or understates management costs. A buyer who capitalizes that figure pays for income the building is unlikely to produce. In the example, restoring vacancy and reserves lowers income by 33,000, which at a 7 percent capitalization rate is worth about 471,000 of price.

How does the memo find the bid price?

By holding every assumption fixed, income growth, loan terms, exit rate and selling costs, and solving for the purchase price at which the equity return reaches the buyer's 12 percent target. In the example that price is a little above 3,060,000, and the memo rounds down to about 3,050,000 to leave a small margin. The bid is only as reliable as those assumptions, which is why the downside case sits beside it.

Is the memo a recommendation about a real property?

No. The building, its income, the loan terms and the buyer's target are all composites built to show how FIN-432 wants an acquisition decided. Real acquisitions turn on verified leases, inspections, environmental reports, market evidence and current lending terms, and decisions about them belong with the buyer's qualified advisers. The memo is coursework and carries no investment advice.