Metric: Forced equity

Practical notes for using Koreograph to value, finance, track and compare property opportunities.

Summary

Forced equity is the modelled uplift created by buying below end value or improving the property through works.

How to apply it when assessing a deal

Use forced equity to judge whether a refurb or BRRR case manufactures enough margin. Positive forced equity can support refinance and risk buffer, but it depends on realistic ARV, works cost and finance cost assumptions.