Apex Investment Funds Investment Tool

APEX REAL ESTATE ADVISORS

Apex Investment Tradeoff Tool

The Apex Investment Tradeoff Tool is designed to allow sophisticated investors to compare the benefits of investing in real estate now versus waiting one, two or three years to invest. This is a simple analytical matrix geared to four parameters input by the user.

Investment and Holding Period

Original investment principal: $100,000

Holding period - years: 5

Invest in current opportunity

at IRR of: 15%

RE asset pool value at end of year 5: $201,136

Alternative - Wait and time the market, then buy comparable real estate asset pool.
One Case:

Money is in the bank earning: 2.50%

Waiting period in years: 1

RE asset pool declines: 20% in value

RE asset pool must appreciate at an annual compound rate of: 18.4%

to equal the "Invest Now" value at the end of 5 years of: $201,136

Investment and Holding Period

Invest in current opportunity

Alternative - Wait and time the market, then buy comparable real estate asset pool.One Case:

Alternative - Wait and time the market, then buy comparable real estate asset pool.Your Case - Change the highlighted inputs

Alternative - Wait and time the market, then buy comparable real estate asset pool.
One Case:

Alternative - Wait and time the market, then buy comparable real estate asset pool.
Your Case - Change the highlighted inputs