Property ValuationIntermediateArizona Exam

The 'band of investment technique' for deriving a cap rate uses:

ASimple average of cap rates extracted from three or more recent comparable investment property sales in the same submarket
BWeighted average of the mortgage constant (debt component) and equity dividend rate (equity component) based on typical financing ratiosCorrect
CU.S. Treasury bond yield plus a property-specific risk premium adjusted for local market vacancy and management conditions
DInternal rate of return derived from a discounted cash flow projection using forecasted net operating income over the holding period

Why Weighted average of the mortgage constant (debt component) and equity dividend rate (equity component) based on typical financing ratios Is Correct

Answer B: Weighted average of the mortgage constant (debt component) and equity dividend rate (equity component) based on typical financing ratios

The band of investment technique calculates a capitalization rate as the weighted average of the debt component (loan-to-value ratio × mortgage constant) and equity component (equity ratio × equity dividend rate), reflecting the interests of both lenders and equity investors.

Exam Tip: Property Valuation

Valuation questions focus on the three approaches to value: sales comparison, cost, and income. Know which approach is best for which property type. The income approach uses cap rate and NOI — memorize these formulas.

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