1998Practice founded3,969Feasibility studies1,283SBA studies823USDA studies$41.2BProject value evaluatedSince 1982Institutional underwritingMAI · ASA-GC · BCA · CMEAIn-house valuation designations
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Wert-Berater Market Intelligence

How we score commercial real estate market risk

A market risk score compresses a great deal of evidence into one number, which makes it useful and makes it dangerous. This page sets out exactly what ours measures, what it deliberately excludes, and the circumstances in which we will not issue one at all.

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Independent analysis since 19983,969 completed studiesExperience across all 50 states$41.2B in evaluated project value
Commissioned and analyst-prepared

The score explained below is carried in a report an analyst prepares to a scope agreed with you. You are emailed a written confirmation when the request is opened, and an analyst comes back to you within one business day to agree the scope, the price and a delivery date. Nothing is charged until that is agreed, and the finished report arrives as a personal download link rather than an attachment.

What the market risk score measures

The score is a structured reading of how much risk a defined property market carries for a defined property cohort — upscale select-service hotels in one metropolitan market, say, or light manufacturing buildings of a given size band in one county. It runs from 0 to 100, and a higher number means greater market risk.

Two things follow from that definition. The first is that the score describes a market, not a building. A well-located asset with a strong operator can sit inside a market carrying material risk, and frequently does. The second is that it is cohort-specific: the risk attaching to economy lodging and to luxury lodging in the same city is not the same risk, and a score that averaged them would be worse than no score at all.

What it is not

Not a valuation

The score expresses no opinion of value for any property. It is not an appraisal, it is not prepared under USPAP, and it does not substitute for one.

Not a credit rating

It says nothing about a borrower, a sponsor, a guarantor or a loan structure. It is an input a credit decision may use, not the decision.

Not a property score

Building condition, management, franchise affiliation and site characteristics are outside its scope. It scores the market those things operate in.

Not investment advice

It is not a recommendation to buy, sell, lend against or develop anything. It is evidence, presented so you can reach your own conclusion.

The five components behind the score

Each component is assessed from measured evidence for the selected cohort and geography, and each is reported separately in the report so you can see which one is driving the reading. A single composite number that cannot be decomposed is not analysis; it is an assertion.

1

Supply pressure

The competitive inventory already standing in the cohort, measured against the demand base the market actually generates. Not square footage in isolation — square footage relative to what the local economy can absorb.

2

Pipeline overhang

What is under construction and credibly planned, set against the market’s demonstrated absorption. A pipeline that would take years to absorb at the market’s own historic rate is a different risk from one that would take months.

3

Demand trajectory

The direction and the durability of the demand drivers — employment in the sectors that actually occupy this property type, population and household formation, and for lodging and retail, visitation and spending.

4

Economic base

How concentrated the local economy is, and in what. A market whose demand rests on a single employer or a single sector carries risk that a diversified market of the same size does not.

5

Evidence quality

How much of the above is measured rather than inferred. A market we can observe directly and a market we can only estimate from regional analogues are not the same risk, and the score says so instead of hiding it.

Why the fifth component exists. Most market scoring products treat thin data as though it were good data, because a product that sometimes declines to answer is harder to sell. We take the opposite position. Uncertainty about a market is itself a risk to the party relying on the analysis, and it belongs in the reading rather than in a footnote.

How the bands read

The numeric score is reported alongside a band, because a two-point difference between two markets rarely means anything and a two-band difference always does.

BandWhat it indicates for the selected cohort and market
LowSupply, pipeline and demand are in balance on the evidence available, and the economic base is broad enough that a single sector reversal would not dominate the outcome.
ModerateThe market functions, but at least one component is under pressure — commonly a pipeline that is large relative to recent absorption, or a demand driver that has flattened.
ElevatedTwo or more components are working against the cohort, or one is doing so severely. Underwriting at market-average assumptions is unlikely to be defensible without support.
HighThe evidence points to a market that cannot absorb its existing and committed supply on current demand trends within a normal underwriting horizon.
SevereStructural, not cyclical. The demand base for this cohort is contracting, or supply has overshot to a degree that recovery depends on withdrawal of inventory rather than growth in demand.

The probabilistic testing behind the reading

A single-point forecast of a market is a guess with a decimal place. The full report therefore does not stop at a central case: it runs the market’s key variables — absorption, rent or rate movement, pipeline delivery timing, and the demand drivers underneath them — across a simulated distribution of outcomes, and reports where the cohort lands at the tenth, twenty-fifth, fiftieth, seventy-fifth and ninetieth percentiles.

That is what makes the score usable in credit. The question a lender is actually asking is not “what happens if things go as expected” but “how bad is the tail, and how likely is it”. The distributions, the sensitivity ranking showing which variable the outcome is most exposed to, and the stress cases sit in the purchased report; this page describes how they are produced. The method is set out in full on the methodology page.

When we will not issue a score

Before anything is ordered, the coverage check on the Market Risk Intelligence page reports what we hold for the exact property type and geography you have selected, band by band: building inventory, economic data, construction pipeline, market trends and forecast evidence. If a required band is missing, unreliable or out of date, the market is marked ineligible and no report is sold for it.

This is a hard gate, not a warning. We would rather decline the order than issue a number that looks precise and is not. If your market is not covered, our reports desk will tell you what we would need to cover it, and whether a commissioned analyst-prepared market report is the better route.

Market risk, credit risk and property risk

These three are routinely conflated, and the conflation is expensive. Market risk asks whether the market supports the cohort. Credit risk asks whether this borrower repays this loan. Property risk asks whether this particular asset performs within its market. Our score addresses the first only, and is designed to be an input to the other two rather than a replacement for either.

Where the question in front of you is a financing decision — SBA 7(a) or 504, USDA B&I or OneRD, or conventional — the lender will generally require a feasibility study, an appraisal, or both. Those are commissioned engagements with a defined scope; see our feasibility study and appraisal services.

Related reading

Frequently asked questions

What is a commercial real estate market risk score?
It is a structured reading of how much risk a specific property market carries for a specific property cohort, expressed on a 0 to 100 scale where a higher number means greater market risk. It measures the market, not an individual building, and it is not a credit rating.
Does the market risk score value a property?
No. The score expresses no opinion of value for any property. It is not an appraisal, it is not prepared under USPAP, and it does not substitute for one.
What goes into the score?
Five components: supply pressure, pipeline overhang, demand trajectory, economic base, and evidence quality. The last one matters as much as the others, because a market we can measure well and a market we can only infer are not the same risk.
Can a market be too thin to score?
Yes, and this is deliberate. If our coverage check reports that a required evidence band is missing or unreliable for the property type and geography you selected, no score is issued and no report is sold. You are told before you order, not afterwards.
What is the difference between market risk and credit risk?
Market risk is a property of the market: whether supply, demand and the local economy support the cohort you are underwriting. Credit risk is a property of the borrower and the loan. A strong sponsor can sit in a weak market, and a weak sponsor in a strong one. Our score addresses the first and is used as an input to the second.
Is the score updated over time?
Each report carries the date its underlying evidence was current through. A score is a reading at a point in time, not a live feed. Where a market is being monitored on a continuing basis, the score is restated on the agreed schedule with the change from the prior reading shown.
Where this product stands. Market Risk Intelligence is a new line, and this page describes the method every report is produced to rather than a back catalogue of published work. Coverage is being built market by market: the coverage check is the honest answer for any given market, and where we cannot yet support one we say so and point you to the work we can do.
Every property type we cover

Every report is prepared by an analyst, and every one is commissioned: our reports desk agrees the scope, the price and a delivery date with you before any work starts. Hotel and manufacturing markets are covered by our Market Risk Intelligence reports; the remaining classes are written to your brief as market reports, or taken as a special order.

Paying for your report

We accept all major credit cards. Payment is taken by telephone: call +1 310-857-2443 ext. 800 and a member of the reports desk will take your card.

For your security we never ask for card details by email or through this website. So that you are not left waiting on a call, the order form asks for your time zone and the best time to call, and the desk rings you in that window where we can, or writes to agree another time. Nothing is charged until we have confirmed the scope and the price with you.

Scope. The market risk score analyses market conditions for a selected property cohort in a defined geography. It is not a valuation, an appraisal under USPAP, a feasibility study, a credit rating, investment advice, or a recommendation to buy, sell, lend against or develop any property. It expresses no opinion of value for any property. Data coverage varies by market and is disclosed before any report is ordered.
Prepared by Wert-Berater, Inc., an independent feasibility study, market research and valuation firm in practice since 1998. Methodology enquiries: +1 310-857-2443 ext. 800.
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Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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