Property Ownership and Investment

Internal Rate of Return (IRR)

A discount rate making the net present value of all projected cash flows, including the eventual sale, equal to zero — the metric that accounts for the time value of money across a full holding period.

Home Glossary Property Ownership and Investment Internal Rate of Return (IRR)
Definition

Internal rate of return (IRR) is a discount rate that makes the net present value of all projected cash flows from an investment, including the eventual sale proceeds, equal to zero. Unlike simpler metrics like cap rate or cash-on-cash return, IRR accounts for the time value of money across a full projected holding period, incorporating both ongoing cash flow and the eventual disposition value.

Why IRR captures more than simpler return metrics

IRR incorporates the timing and magnitude of every projected cash flow over an investment's full holding period — annual cash distributions, any refinancing proceeds, and the ultimate sale price at exit — discounted back to present value. This makes IRR particularly useful for comparing investments with different holding periods, cash flow patterns, or exit assumptions, since it standardizes returns on a time-adjusted basis.

What to watch for before committing

Exit value assumption realism

Scrutinize the assumed exit sale price and cap rate used in an IRR projection, since this significantly affects the calculated return and is inherently uncertain.

Holding period assumption

Understand the specific holding period assumed in the IRR calculation, since changing this assumption can meaningfully affect the result.

Cash flow projection accuracy

Verify the underlying annual cash flow projections feeding into the IRR calculation are realistic, not overly optimistic.

Sensitivity analysis

Consider running sensitivity analysis with different exit cap rate or holding period assumptions to understand the range of potential IRR outcomes.

Leveraged vs unleveraged IRR

Confirm whether a cited IRR reflects leveraged or unleveraged returns, since financing significantly affects the outcome.

Comparison across investment options

When comparing multiple opportunities by IRR, ensure consistent methodology and assumption rigor across all projections.

When you need to know this

  • Evaluating a multi-year investment hold — assessing total return accounting for the time value of money
  • Comparing investments with different holding periods — using a standardized, time-adjusted metric for comparison
  • Underwriting a value-add or development project — incorporating projected cash flow growth and eventual exit value
  • Evaluating sponsor or fund investment projections — critically assessing the assumptions behind a projected IRR

Frequently asked questions

What is internal rate of return (IRR)? +
IRR is a discount rate that makes the net present value of all projected cash flows from an investment, including the eventual sale, equal to zero, measuring total return accounting for the time value of money.
How is IRR different from cap rate? +
Cap rate measures a single-year, unleveraged return based on current income and value, while IRR captures the full projected holding period, including ongoing cash flow and the eventual sale value, discounted for time.
What is a good IRR for industrial real estate? +
This varies significantly based on risk profile, market conditions, and investment strategy, so there's no universal benchmark — compare against your specific investment goals and alternative opportunities.
Why is IRR sensitive to exit assumptions? +
Because IRR incorporates the projected sale value at the end of the holding period, and this exit value is based on assumptions about future market conditions and cap rates that carry inherent uncertainty.

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