SAMPLE DEAL · READ-ONLY

Citrus Hill Apartments

1240 Magnolia Ave · Long Beach, CA · 36-unit · built 1972
ASK $9.80MIRR 16.80%DSCR 1.28×TARGET $9.35M
OverviewSECTION 01 · VERDICT
01 · Verdict

1240 Magnolia Ave.

Margins are tight on normalized income — seller cap of 5.92% settles at 5.08% after expense due diligence.

36-unit · Long Beach, CA · Los Angeles County · Built 1972 · Based on OM
Ask$9.80M$272K per unit
Seller cap5.92%at ask
Normalized cap5.08%after expense DD
Implied value$8.91M−$890K gap vs ask
2 expense flagsNOI gap $82K · Expense DDSensitivity
01

The thesis.

Seller markets this at a 5.92% cap. Normalize for expenses and it settles at 5.08% — within the 4.86.2% market range, but the spread to seller-stated NOI is wide.

Core return metrics are marginal at the current ask. Insurance reserve and replacement reserves are materially understated. Loss-to-lease of 12.40% provides a clear path to upside, but only if turnover supports it. Recommend independent rent-roll verification and a walked CapEx plan before committing.

02

Three views of income.

Seller / OM$580K5.92% cap · missing CapEx
Normalized$498K5.08% cap · IREM benchmarks
Implied @ 5.6% cap$8.91MGap −$890K vs ask
03

Return metrics.

Cap rate5.08%NOI / price
NCF cap4.62%After CapEx
Cash-on-cash6.40%CF / equity
DSCR1.28×NOI / debt
Annual CF$184K$15K/mo
Norm. cap5.08%After expense DD
04

Sources & uses.

Sources
SourcePer unitTotal
Senior debt (70% LTV)$191K$6,860,000
Equity$87K$3,128,000
Total$277K$9,988,000
70% debt30% equity
Uses
UsePer unitTotal
Acquisition cost$272K$9,800,000
Closing costs (2.0%)$5K$196,000
Operating reserves$2K$72,000
Immediate CapEx$2K$60,000
Total$281K$10,128,000
05

Where it sits.

Property snapshot
Units
36
Year built
1972
$/Unit
$272K
County
Los Angeles
Vacancy
5.0%
Vintage
1970s
Mid-CapEx risk

36-unit property in Long Beach, Los Angeles County.

Garden-style mid-rise on a 0.8-acre lot, two blocks from the Long Beach Blue Line. Stable rent collections per T-12. 1970s vintage — budget meaningful CapEx for plumbing, roof, and exterior envelope in underwriting.

Submarket intelligenceCoStar · Yardi Matrix · Q1 2026

Long Beach metro fundamentals are tightening.

Avg rent
$1,890/mo
Vacancy
3.8%
Rent growth
+3.4% YoY
Cap range
4.8–6.2%

Long Beach multifamily vacancy is 3.8% (Q1 2026), below the LA County average of 4.5%. Rent growth of +3.4% YoY is supported by Port-area employment and limited new supply west of the 710. Market cap rates for 1970s vintage product range 4.8–6.2%.

1240 Magnolia Ave · Long Beach, CA
Assessment. Normalized cap of 5.08% is within the market range. Proceed with caution — verify all expenses independently before committing.
06

Returns at base case.

Levered IRR16.80%Levered, 5-yr
NPV (10%)$685KDiscount rate 10%
Equity multiple1.92×Cash back / cash in
Exit value Y5$11.24MAt exit cap 5.5%

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