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Real Estate

Pro Forma

Also called: proforma, pro forma projection, deal model

A pro forma is the projected income statement for a property, showing expected rent, expenses and cash flow. Sponsors present pro formas; buyers should rebuild them. The recurring pattern of optimism is specific and checkable: vacancy set too low, maintenance and capital reserves omitted, rent growth extrapolated from a boom, and an exit cap rate lower than the entry one for no stated reason.

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