Smaller markets posted
average cap rates of 6 % or more in the first quarter.
An estimated $ 3 billion in sale - leaseback transactions occurred in 2004 with
an average cap rate of 8.0 percent compared with average caps of 8.7 percent in 2003 and 9.9 percent in 2002, according to New York - based Real Capital Analytics.
Those prices are about three times higher than secondary markets such as Las Vegas where $ 2.15 billion worth of apartment properties sold during the same period for
an average cap rate of 7.1 % or $ 78,393 per unit, according to New York - based Real Capital Analytics.
As of the second quarter 2015, corporate - leased QSR properties traded at
an average cap rate of 5.65 percent.
Therefore, investors seeking to purchase properties over $ 6 million have higher yielding alternatives available to them in the industrial or office sector, in which similar properties have
an average CAP rate of 8.55 percent.
Surprisingly, the Northeast region, because of its higher average income, property values and barriers to entry, saw the highest
average cap rate of -LSB-...]
Houston's
average cap rate of 7.6 % is higher than the U.S. average of 6.6 %.
Investors paid
an average cap rate of 5.9 percent for student housing properties in the first quarter, according to New York City - based research firm Real Capital Analytics (RCA).
@Henri Meli - what I meant by cap rate looks good is that
the average cap rate of the market the apartments are in is 10 %.
Not exact matches
As an example, a
cap of $ 500,000 in tax - free capital gains on any principal residence means that a home sold for $ 1 million that was purchased for $ 100,000 in 1985 say, would have $ 400,000 taxed at the owner's tax
rate at the time
of the sale (about 35 % for the
average middle class Canadian).
The
average tradability score in the Equity: U.S. - Small
Cap segment is 84 out
of 100, with the iShares Russell 2000 ETF (IWM) obtaining the highest
rating of 99 out
of 100.
Households in the top 1 percent are the most affected by Trump's proposed
rate cuts and overall
caps on itemized deductions; their
average after tax - price
of giving would rise from $ 67.70 to $ 94.30.
The
average tradability score in the Equity: U.S. - Small
Cap Value segment is 81 out
of 100, with the Vanguard Small -
Cap Value ETF (VBR) obtaining the highest
rating of 97 out
of 100.
The Empire Center's Ken Girardin: «School budgets were approved at a record - high
rate of 99.3 percent, adding to evidence that districts can live within a property tax
cap set at either 2 percent or the prior year's
average rate of inflation, whichever is less.»
Among other findings, the report also revealed that while the total number
of County residents on Medicaid has risen due to fuller implementation
of the Affordable Care Act («ACA»), Erie County's portion
of Medicaid costs is projected to drop by more than $ 6.4 million from 2013 due to the Act's implementation and the state's Medicaid
cap, and is approximately $ 340,000 less than 2012; the biggest increase in Medicaid recipients was seen among whites age 18 - 64, while other demographics remained consistent; and that the number
of persons on Medicaid continues to grow at an
average rate of more than 4 % each year, a trend noted by the Medicaid Inspector General's office in his September 2013 report.
With a record high
rate of passage and with levy increases
averaging only 1.6 percent statewide, Moody's found this is part
of a «growing reluctance»
of district officials to risk a failure
of the budget and try to override the
cap.
But while tax revenues have been successfully limited under the
cap, Michael Borges with the New York State Association
of School Business Officials said districts» costs, including health care and transportation, have continued to rise much faster than the
average rate of inflation.
If the initial
cap is set high enough, and allows for a
rate of inflation based on actual medical costs, which is higher than the
average rate of inflation, then the state could be able to meet its costs to cover health care for people on Medicaid who obtained coverage under Obamacare.
Business groups, including Unshackle Upstate, are also backers, saying the three year old
cap has already saved taxpayers an estimated $ 7.6 billion, if the
average rate of yearly spending increases before the recession had continued.
Since the introduction
of the tax
cap in 2012, the
average passage
rate for school district budgets is 97 percent.
He says in the 30 years preceding the tax
cap, school property taxes rose at an
average of 6 percent a year, or twice the
rate of inflation, and higher than the
rate of the state income tax.
If the initial
cap is set high enough, and allows for a
rate of inflation based on actual medical costs (which is higher than the
average rate of inflation), New York could cover health care for Medicaid patients who obtained coverage under Obamacare.
But, while tax revenues have been successfully limited under the
cap, Michael Borges, with the New York State Association
of School Business Officials, says schools» costs, including health care and transportation, have continued to rise much faster than the
average rate of inflation.
While recent policy interventions (such as the Good Agricultural and Environment Condition requirements
of the
CAP, and the EU Soil Thematic Strategy) have reduced the
rate of soil loss in the EU by an
average of 9.5 % overall, and by 20 % for arable lands, the study finds that four million hectares
of EU croplands have unsustainable
rates of soil loss (more than 5 tonnes per hectare per year).
Every state includes at least one indicator from the four categories, and a handful
of plans — Washington, D.C.'s, Louisiana's, Massachusetts's, New Mexico's, and North Dakota's — will use at least one indicator from each category.5 Overall, the 17 submitted ESSA plans include nearly 40 indicators — measured in a variety
of ways — across all four categories
of indicators.6 On
average, these measures contribute to around 20 percent
of school
ratings.7 For state - specific information, see
CAP's «School Accountability in First - Round ESSA State Plans.»
That
cap, which is currently at 12.75 percent, represents the estimated prevalence
rate of how many students, on
average, are those with special needs as a proportion
of the entire student population.
The weighted
average of the interest
rates from your individual loans, rounded up to nearest one - eighth
of a percent (0.125) and
capped at 8.25 %.
ROYAL BANK
OF CANADA $ 105 (Toronto symbol RY; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.5 billion; Market
cap: $ 157.5 billion; Price - to - sales ratio: 3.9; Dividend yield: 3.5 %; TSINetwork
Rating: Above
Average; www.rbc.com) acquired Los Angeles - based City National Bank in November 2015 for $ 5.5... Read More
BANK
OF MONTREAL $ 77 (Toronto symbol BMO; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 642.5 million; Market cap: $ 49.5 billion; Price - to - sales ratio: 2.9; Dividend yield: 4.3 %; TSINetwork Rating: Above Average; www.bmo.com) is Canada's fourth - largest bank, with $ 672.4 billion of asset
OF MONTREAL $ 77 (Toronto symbol BMO; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 642.5 million; Market
cap: $ 49.5 billion; Price - to - sales ratio: 2.9; Dividend yield: 4.3 %; TSINetwork
Rating: Above
Average; www.bmo.com) is Canada's fourth - largest bank, with $ 672.4 billion
of asset
of assets.
The interest
rate will be the weighted
average of all the loan interest
rates with an 8.25 %
cap.
DIV STRK is consecutive years
of dividend increases; DIV YLD is yield using the most recently announced dividend; 5 YR YLD is
average dividend yield over the past 5 years; REC DG is most recent year - over-year dividend growth; 5 YR DG is
average annual dividend growth over the past 5 years; PRICE was at market close Friday, March 2; FAIR VAL is Morningstar's «Fair Value Estimate»; FWD P / E is price / earnings ratio based on projected 2018 earnings; 5 YR P / E is
average P / E ratio over the past 5 years; MOAT is Morningstar's
rating of competitive economic advantage; SFT is Value Line's «Safety» score; CRD is Standard & Poor's credit
rating; MKT
CAP is market cap in billions of dolla
CAP is market
cap in billions of dolla
cap in billions
of dollars.
WELLS FARGO & CO. $ 53 (New York symbol WFC; Income Portfolio, Finance sector; Shares outstanding: 4.9 billion; Market
cap: $ 259.7 billion; Price - to - sales ratio: 3.0; Dividend yield: 2.9 %; TSINetwork
Rating:
Average; www.wellsfargo.com) is the third - largest U.S. bank by assets ($ 1.92 trillion as
of March 31, 2018), after J.P....
A monthly
average of the performance
of the subaccount is calculated and credited to the account at the end
of each month, after taking into account the floor,
cap, and participation
rates.
THOMSON REUTERS CORP. $ 51 (Toronto symbol TRI; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 711.6 million; Market
cap: $ 36.3 billion; Price - to - sales ratio: 3.2; Dividend yield: 3.5 %; TSINetwork
Rating: Above
Average; www.thomsonreuters.com) has agreed to sell 55 %
of its Financial & Risk (F&R) business to a..
AMERICAN EXPRESS CO. $ 91 (New York symbol AXP, Conservative Growth Portfolio, Finance sector; Shares outstanding: 860.1 million; Market
cap: $ 78.3 billion; Price - to - sales ratio: 2.6; Dividend yield: 1.5 %; TSINetwork
Rating:
Average; www.americanexpress.com) is one
of the world's largest issuers
of payment cards.
IGM FINANCIAL INC. $ 37 (Toronto symbol IGM; Conservative Growth Portfolio, Finance sector; Shares outstanding: 240.6 million; Market
cap: $ 8.9 billion; Price - to - sales ratio: 2.7; Dividend yield: 6.1 %; TSINetwork
Rating: Above
Average; www.igmfinancial.com) had $ 155.8 billion in assets under management as
of March 31, 2018.
LOBLAW COMPANIES LTD. $ 65 (Toronto symbol L; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 379.0 million; Market
cap: $ 24.6 billion; Price - to - sales ratio: 0.5; Dividend yield: 1.8 %; TSINetwork
Rating: Above
Average; www.loblaw.ca) operates 1,084 supermarkets under a variety
of banners: Loblaw, Zehrs, Provigo, Real Canadian Superstore and No... Read More
TRANSCONTINENTAL INC. $ 27 (Toronto symbol TCL.A; Aggressive Growth Portfolio, Consumer sector; Shares o / s: 77.0 million; Market
cap: $ 2.1 billion; Price - to - sales ratio: 1.0; Dividend yield: 3.1 %; TSINetwork
Rating:
Average; www.tctranscontinental.com) is a leading printer
of advertising flyers, magazines, books and newspapers.
GENERAL ELECTRIC CO. $ 14 (New York symbol GE; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 8.7 billion; Market
cap: $ 121.8 billion; Price - to - sales ratio: 1.0; Dividend yield: 3.7 %; TSINetwork
Rating: Above
Average; www.ge.com) is a leading maker
of industrial machinery, including jet engines, power plant equipment and... Read More
SAPUTO INC. $ 43 (Toronto symbol SAP; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 386.2 million; Market
cap: $ 16.6 billion; Price - to - sales ratio: 1.4; Dividend yield: 1.5 %; TSINetwork
Rating:
Average; www.saputo.com) is Canada's largest producer
of dairy products, including milk, butter and cheese.
The national
average APY is accurate as
of April 16, 2018, as published in the FDIC Weekly National
Rates and
Rate Caps.
1 Based on comparison to national
average annual percentage yield (APY) on savings accounts as published in the FDIC Weekly national
Rates and
rate Caps, accurate as
of April 16, 2018.
Edit: Assumptions that usually land me in hot water are: long term
rates at 4 % to 5 %, salary adjustments
of ~ 4 % per year up to a
cap (a
cap equal to what a senior person in my industry is paid, has mimicked my salary raises surprisingly well actually), I assume a 20 % tax
rate on earnings
averaged over all accounts, then I seek to replace an «inflation» adjusted 100K at ~ 1.5 % per year (my real goal would be a CPI adjusted 100K into the future, which very likely would not be driven by inflation, but no one has one
of those crystal balls).
As an example, a
cap of $ 500,000 in tax - free capital gains on any principal residence means that a home sold for $ 1 million that was purchased for $ 100,000 in 1985 say, would have $ 400,000 taxed at the owner's tax
rate at the time
of the sale (about 35 % for the
average middle class Canadian).
At adjustment the new mortgage
rate will be the
average of the Interbank offered
rates for one - year, U.S. dollar - denominated deposits in the London market (LIBOR) as published in The Wall Street Journal, plus a margin
of 2.25 % subject to annual and lifetime adjustment
caps.
Although each
of these companies pays a dividend, due to the cyclical nature
of this industry we encourage the reader to carefully review the dividend history Read more about 7 Large -
cap Industrials with High Growth
Rates, Low Valuations and Above -
average Dividend Yields -LSB-...]
On the federal side, interest
rates are a weighted
average of all the
rates on all your federal loans,
capped at 8.25 %.
NUTRIEN LTD. $ 59 (Toronto symbol NTR; Aggressive Growth Portfolio, Resources sector; Shares outstanding: 643.8 million; Market
cap: $ 38.0 billion; Price - to - sales ratio: 1.7; Dividend yield: 3.2 %; TSINetwork
Rating:
Average; www.nutrien.com) is the new firm formed by the merger
of Agrium (old symbol AGU) and rival fertilizer... Read More
Where things can really get complicated is that these annuities use arcane methods to calculate their gains (daily
average, monthly point - to - point, annual point - to - point) and typically impose spreads, participation
rates or
caps that limit the share
of the market's return you receive.
As I'm sure you noticed, the U.S. small
cap value index 40 - year
average compound
rate of return was 13.7 %.