# Mixed-Use Broker Opinion of Value Template (Markdown)

Free Mixed-Use Broker Opinion of Value structure from IntellCRE (intellcre.com/models/mixed-use-broker-opinion-of-value-template/). Anything in [square brackets] is a placeholder to replace with your own facts. Nothing here is real property data.

How to use: paste this into Claude, ChatGPT, Gemini or any assistant together with your deal facts, or fill it in by hand and paste it into your own document.

Skip the typing: IntellCRE builds this from your deal documents. Try it, free to start: https://app.intellcre.com/register

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## 1. Executive Summary: Price Estimate

- **Concluded value, low, high, effective date:** [ ]
- **Price:** [ ]
- **In-place cap rate:** [ ]
- **Residential occupancy:** [ ]
- **Commercial occupancy:** [ ]
- **Income split (residential / commercial):** [ ]
- **Price per SF:** [ ]

## 2. Property Overview and Photos

- **Residential unit count:** [ ]
- **Commercial area (SF) and uses:** [ ]
- **Year built / renovated:** [ ]
- **Separate utility metering (yes / no):** [ ]
- **Parking allocation:** [ ]
- **Zoning and permitted mix:** [ ]

## 3. Residential and Commercial Rent Rolls

- **Component:** [ ]
- **Space:** [ ]
- **Size:** [ ]
- **Rent:** [ ]
- **Lease end:** [ ]
- **Occupied:** [ ]

## 4. Sale Comps Summary and Detailed

- **Columns:** Units / SF, Year built, Sale price, Price per unit, Price per SF, Cap rate, Commercial share

## 5. Rent Comps Summary

- **Columns:** Property, Component, Size, Rent, Rent per SF, Expense basis

## 6. Income and Expenses

- **Current and proforma:** [source and period]

## 7. Valuation Approach and Reconciliation

- **Method:** Value each component on its own income and cap rate (residential and commercial are priced differently), then combine; cross-check with blended price per SF.
- **Weights and range:** [ ]

## 8. Market Overview

- **Residential occupancy and rent:** [Value; source and date]
- **Retail or office vacancy for the commercial component:** [Value; source and date]
- **Foot traffic and walkability:** [Value; source and date]
- **Zoning flexibility:** [Value; source and date]
- **Population within 1 and 3 miles:** [Value; source and date]
- **Comparable mixed-use sales:** [Value; source and date]

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## Drafting rules

- Use only facts the user supplied. Never invent property data, tenants, statistics, comps or quotes.
- If a fact is missing, write [TBD: what is needed] in its place.
- Every market statistic needs its source and date as given by the user; otherwise mark it [TBD: source and date].
- Show arithmetic for any figure you derive and flag it as calculated.
- Write in plain, factual US English. Avoid unsupported superlatives.
- Avoid this mixed-use mistake: blending residential and commercial income into one cap rate.
- Avoid this mixed-use mistake: not allocating shared expenses.
- Avoid this mixed-use mistake: presenting one occupancy number for two components.
- Avoid this mixed-use mistake: omitting use and exclusive clauses on the commercial side.
- Apply only the adjustments and cap rates the user supplies; if none are given, ask.
- State that a BOV is not an appraisal and is not a substitute for one where an appraisal is required.
- Leave confidentiality and disclaimer text as [Insert the brokerage's counsel-approved language].