Indexes Commercial Real Estate Investors Should Know

Consumer Price Index (CPI): It is the measure ofincrease an employee's salary when they relocate the
inflation as experienced by urban consumers. CPI isemployee to a city with higher COLI. The COLI is
more well-known among senior citizens as their Socialweighted according to percent of income spent on
Security benefit checks are adjusted to the CPI ongroceries (12.49%), housing (29.84%), utilities (9.94%),
January to keep pace with inflation. While mosttransportation (10.73%), healthcare (4.07%) and others
commercial real estate leases have fixed annual rent(32.93%). You could obtain the indexes for various
increases, e.g. 2%, some have annual rent increasescities from
based on the CPI. Therefore, knowing what CPI is andThe website has a COLI comparison calculator for
how to calculate it is an important factor in making aover 300 US cities which provides the costs of 60
sound investment decision.various items in each city. In 2007, the COLI for San
The US Department of Labor, Bureau of LaborFrancisco was 169.5 while Dallas was only 91.5. This
Statistics collects data about costs of various thingsmeans you would have had to earn 85% (169.5 minus
from 87 urban areas in the US. The data is published91.5 then divide by 91.5) more in San Francisco to
each month and available from the websitemaintain the same lifestyle in Dallas. Most of the costs
stats.bls.gov. The CPI varies for different regions:will be higher in San Francisco, e.g. housing is 285%
Northeast urban, Midwest urban, South urban, Westhigher (housing index is 278.3 in San Francisco and
urban, US city average, as well as 14 major metro72.3 in Dallas), some expenses may be lower, e.g.
areas.utilities are 11% cheaper in San Francisco compared to
So, knowing which CPI stated in the lease will enableDallas (utilities index is 88.1 in San Francisco and 98.9 in
an investor to correctly calculate the rent increase. ForDallas).
example, the CPI for US city average was 190.9 in OctAn investor often reviews demographic data of a city
2004 and 199.2 in October 2005. This reflects a 4.3%where the property is located and generally prefers to
increase for the above period or in another words, theinvest in areas that are more affluent. However,
inflation was 4.3% during that period. So if the rentlooking at data of the Average Household Income
from October 2004 to September 2005 was $1000(AHI) alone does not give you the whole picture. Let's
month and the lease has CPI-based rent increase, thenassume you are an investor in the San Francisco Bay
the new rent from October 2005 to September 2006Area and you want to see how the AHI in Plano
would be $1043 a month or 4.3% higher. The CPI(Dallas metro) is compared with San Francisco income.
fluctuates from time to time. When there is no inflation,You will have a better perspective if you adjust the
the CPI is zero and thus there is no rent increase. ItAHI in Plano to the Cost of Living Index and then
could also be negative during a deflationary periodcompare with the AHI in the San Francisco Bay Area.
which in turn will translate to rent reduction for theFor example if the AHI is $100K a year in Plano, it
tenant.would be equivalent to $185,000 in San Francisco. With
Cost of Living Index (COLI): COLI is a number thatthis adjusted income, you know that Plano is an upper
indicates the relative cost of living in various cities in themiddle class area.
US with 100 being the average. Employers often