An institutional-format investment memo and supporting models for two Southern California industrial acquisitions, Torrance and Redlands, underwritten for a core-plus fund mandate.
USC RED 437 coursework. The fund is fictional; the market analysis is real.
Two South Bay and Inland Empire industrial assets underwritten side by side: rent-roll and lease abstraction, market rent and comp selection, hold-period cash flows to unlevered and levered returns, sensitivity on exit cap and market rent growth, and a recommendation with the case against it stated.
| Path | |
|---|---|
memo.html |
The memo — investment thesis, market analysis, underwriting summary, and recommendation, with charts |
public/your-portfolio/assets/models/Torrance-Model.xlsx |
Torrance acquisition model |
public/your-portfolio/assets/models/Redlands-Model.xlsx |
Redlands acquisition model |
public/your-portfolio/assets/models/Market-Comps.xlsx |
Sale and lease comparables |
public/your-portfolio/assets/documents/Market-Analysis.pdf |
Submarket analysis |
public/your-portfolio/assets/documents/Investment-Memo.docx |
Memo, document form |
src/ |
React shell that presents the memo |
current_website/ |
Earlier static version of the presentation |
The React app is a thin shell that presents the memo and links the underlying models — the analysis is the deliverable, not the code.
npm install
npm startOr open memo.html directly.
MIT