APARTMENT INCOME AND EXPENSE SURVEY
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1 APARTMENT AND EXPENSE SURVEY PARCEL IDENTIFICATION PHYSICAL LOCATION DATE MAILED DATE RETURNED LAND USE CODE SURVEY YEAR F OFFICE USE ONLY A DEBT SERVICE INFMATION (WITHIN LAST FIVE YEARS) LOAN LOAN INTEREST TERM AMOUNT DATE RATE % PAYMENT (P&I) PAYMENT FREQUENCY (MONTHLY YEARLY) B HAS THERE BEEN A PROFESSIONAL APPRAISAL ON THIS PROPERTY IN THE LAST FIVE YEARS? (IF, PLEASE PROVIDE) CERTIFICATION (STATE LAW REQUIRES CERTIFICATION BY THE OWNER OFFICIALLY AUTHIZED REPRESENTATIVE) PLEASE PRINT TYPE ALL INFMATION EXCEPT SIGNATURE NAME OF MANAGEMENT COMPANY ADDRESS CONTACT PERSON/PHONE 4 ADDRESS All information including the accompanying schedules and statements have been examined by me, and to the best of my knowledge and belief are true, correct, and complete. 5 SIGNATURE DATE 6 PRINT NAME 7 TITLE VACANCY & CONCESSION INFMATION C VACANCY AS OF JANUARY, 04 VACANCY AS OF JANUARY, 0 VACANCY AS OF JANUARY, 0 SECTION C IS CONTINUED ON THE NEXT PAGE
2 C D E VACANCY & CONCESSION INFMATION --CONTINUED UNIT TYPE AMOUNT/MONTH TOTAL YR 04 UNIT TYPE AMOUNT/MONTH TOTAL YR 0 UNIT TYPE AMOUNT/MONTH TOTAL YR 0 SUBSIDIZED, DISABILITY, AND AGE-RESTRICTED HOUSING INFMATION IS THIS PROPERTY A PARTICIPANT IN ONE OF THE HUD OTHER LOW- HOUSING PROGRAMS? (PLEASE SPECIFY TYPE BELOW) PLEASE CHECK -D -D4 6 THE TYPE OF SECT. 8 PROJECT BASED SECT. 8 TENANT BASED HOUSING THAT ADU PROGRAM LIHTC APPLIES OTHER (SPECIFY) HOW MANY UNITS HAVE WHEELCHAIR ACCESSIBLILTY? HOW MANY UNITS, IF ANY, ARE RESERVED SPECIFICALLY F ELDERLY TO RENT? INFMATION POTENTIAL MARKET RENT AT 00% OCCUPANCY LOSS (VACANCY) LOSS (RENT COLLECTIONS) LOSS (CONCESSIONS) LOSS (EMPLOYEE QUARTERS) ACTUAL GROSS PRIMARY RENTAL (SUM OF,,) COMMERCIAL TENANT LAUNDRY 4 UTILITY/SERVICES REIMBURSEMENTS PARKING SPECIAL FEES, CLUBHOUSE RENTAL, VENDING
3 INFMATION CONTINUED FURNITURE RENTAL NSF, LATE FEES, DAMAGES HUD INTEREST SUBSIDY REIMBURSEMENTS 4 MISCELLANEOUS ANTENNA/TELECOM TOWER TOTAL ACTUAL GROSS NEW CONSTRUCTION, CAPITAL IMPROVEMENTS, REVATIONS, AND DEFERRED MAINTENANCE NUMBER OF NEW UNITS COMPLETE AS OF JULY NEW CONSTRUCTION T YET COMPLETED HAVE THERE BEEN CAPITAL IMPROVEMENTS TO THE PROPERTY DURING THE REPTING PERIOD? F IF, PLEASE PROVIDE TOTAL COST AND ATTACH A DETAILED LIST OF IMPROVEMENTS ON A SEPARATE PAGE # OF UNITS IMPROVED REVATED DURING THE REPTING PERIOD #OF IMPROVED REVATED UNITS OFF- MARKET AS OF JULY TOTAL COST OF REVATIONS TIME OFF- MARKET (MOS.) DOES THIS PROPERTY HAVE ANY ITEMS OF DEFERRED MAINTENANCE? IF, PLEASE PROVIDE TOTAL COST AND ATTACH A DETAILED LIST OF IMPROVEMENTS ON A SEPARATE PAGE
4 ANNUAL OPERATING EXPENSES UTILITIES WATER SEWAGE ELECTRICITY NATURAL GAS OTHER (SPECIFY) G 4 MAINTENANCE AND REPAIR MAINTENANCE PAYROLL/SUPPLIES HVAC REPAIRS ELECTRIC/PLUMBING REPAIRS ELEVAT REPAIRS ROOF REPAIRS POOL/RECREATIONAL REPAIRS COMMON AREA/EXTERI REPAIRS DECATING (CARPET, PAINT, ETC.) OTHER REPAIRS/MAINTENANCE (SPECIFY) MANAGEMENT AND ADMINISTRATIVE MANAGEMENT FEES OTHER ADMINISTRATIVE/PAYROLL SERVICES JANITAL/CLEANING LANDSCAPE TRASH ERVICE SECURITY/POOL SERVICE EXTERMINATION SW REMOVAL OTHER SERVICES (SPECIFY) H I J 5 INSURANCE AND TAXES FIRE AND CASUALTY INSURANCE (ONE YEAR) OTHER TAXES, FEES, HOA (T REAL ESTATE TAXES) TOTAL OPERATING EXPENSES NET OPERATING (TOTAL ACTUAL FROM SECTION E; LESS TOTAL EXPENSES FROM SCHEDULE G BEFE REAL ESTATE TAXES) REAL ESTATE TAXES RESERVES F REPLACEMENT
5 K APARTMENT RENT MIX INFMATION (AS OF JANUARY, 05) Number of Current Bathrooms July Fair Fair Unit # Units per type able Area (SF) Market Market Full Half AC Heat Elec Items Included in of Heat Metered Utilities Washer & Dryer Pool Gas Elec Gas Elec Unit ADDITIONAL RENTS Component Number Component Number Component Number Carports Reserved Parking Fireplaces Storage Units Garages Pet Deposit K SUBSIDIZED APARTMENT RENT MIX INFMATION (AS OF JANUARY, 05) Number of Current Bathrooms July Fair Fair # Units per able Area (SF) Market Market Full Half AC Heat Elec Items Included in of Heat Metered Utilities Dishwasher Dishwasher Washer & Dryer Pool Gas Elec Gas Elec K COMMERCIAL TENANT INVENTY (AS OF JANUARY, 05) ADDITONAL AMOUNTS (ANNUALIZED) Amount Floor Lease Orig. Paid of Space Cur. Escalations Overage Expense Common Area Dates Base Expense Leased Fixed or CPI or %rent Stop Maintenance Stop Tenant Name or Unit Num. Real Estate Taxes (if separate) Mo. Free ADJUSTMENTS Leasing Commissions Landlord Paid Build-out Costs
From Page 1 of form:
The following instructions are provided to aid you in filling out the Income and Expense Questionnaire form for Office, Retail and Industrial properties. If you have any questions, please call our office
From Page 1 of form:
The following instructions are provided to aid you in filling out the Income and Expense Questionnaire form for Multi-Residential properties. If you have any questions, please call our office at 1-800-380-7775.
From Page 1 of form:
The following instructions are provided to aid you in filling out the Income and Expense Questionnaire form for Parkade properties. If you have any questions, please call our office at 1-800-380-7775.
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