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Mixed Use
Feasibility Study

Wert-Berater, Inc. specializes in providing expert and reliable feasibility studies for Mixed Use projects.


Our team of experienced professionals evaluates all aspects of the project to ensure its success – from project inception to construction and operations planning.


Choose us to help you make informed decisions for your Mixed Use project.

Book a meeting to interview us, ask questions and view samples of our work.

Because of client project confidentiality, unfortunately we do not email samples to customers  - Client Confidentiality is Sacred.

Mixed Use
Feasibility Study

At Wert-Berater, Inc., we are experts in Mixed Use feasibility studies, providing essential information to those seeking commercial loans.


Our team of professionals is dedicated to delivering accurate and comprehensive evaluations of Mixed Use properties, including market analysis, financial projections, and site assessments.


With our expertise and attention to detail, we help clients make informed decisions about their investments and develop successful business plans.

Whether your project is an expansion or new build Mixed Use, we have the experience to provide a comprehensive Mixed Use feasibility study that assist your decision making process and potential loan underwriting in compliance with  commercial loan requirements.

See our Experience Page for recent Mixed Use Feasibility Studies completed around the nation.


How do we do it?

Mixed Use Feasibility Studies are carried out by a careful evaluation as presented in the following Mixed Use Feasibility Statement of Work which complies with  loan underwriting requirements.

We subscribe to reliable sources of data that are accepted by loan underwriters.

Will my Mixed Use feasibility study be accepted by my lender?

We are approved by a vast network of Lenders, and Commercial Banks.  Prior to ordering your Mixed Use feasibility study, if your lender in not on our list, we are pleased to provide our feasibility study consultant credentials including E&O Insurance, Sample Mixed Use Feasibility Studies, references, and our resumes.

How much does a Mixed Use Feasibility Study cost?

Depending on the complexity of the project and the time needed to have a completed Mixed Use feasibility study ready, the cost varies from about $7,500 to $25,000.

How much time is needed for us to complete and deliver your Mixed Use  feasibility study?

This depends on our workload when you order your Mixed Use feasibility study.  

RUSH orders cost extra, but can be completed in as little as 10-business days, providing you have the necessary items provided to us at engagement.

Generally, Mixed Use  feasibility studies are completed in about 15 to 20 business days.  

What items do I need to provide to have a Mixed Use Feasibility Study completed? 

Our Mixed Use feasibility studies are comprehensive and intended for loan underwriting purposes.  

We normally request the following items when you engage us for a Mixed Use feasibility study:

  • Parcel number(s)

  • Land cost

  • Site plan

  • Franchise agreement (s) or summaries of the terms, if any for applicable uses

  • Building renderings and dimensions  (SF areas and allocations) for all uses

  • Project cost breakdown

  • Land cost and when purchased or is it under contract

  • Leases or Letters of Intent

  • Resumes for all owners with 20% or more interest

  • Loan terms applied for including, interest rate and amortization

  • Copy of your business plan including your projections

  • Any appraisals

  • Any environmental reports (if a purchase, continuance or reposition project, all Phase I or Phase II Environmental assessments

  • If your lender has provided a Term Sheet, we would like to have a copy

  • Other items you deem important

  • Lender contact details

Mixed Use Feasibility Study

Mixed Use Feasibility Study Statement of Work

Executive Summary

Mixed Use Feasibility Studies are designed to comply with commercial loan application requirements. 


The Executive Summary includes the following items:

  • Project summary concerning the franchise (if any), planned improvements details and location

  • Loan request details

  • Project cost summary

  • Conclusions and Recomendations


Economic Feasibility

Mixed Use Feasibility Study site analysis is a critical component of the project whether its of new construction, expansion or a repositioning project, a compete site analysis is completed summarized as follows:

Information regarding project site including:

  • Land area

  • Site locator maps

  • Zoning

  • Flood zone

  • Access and Road Service to the Site

  • Utilities availability

  • Availability of infrastructure

  • Visibility

  • Traffic counts

  • Neighborhood analysis

  • Radius Demographics

  • Intended hours of operation

  • Demand Drivers, such as airports, beach, convention centers, etc. 

  • Labor scheme which summarizes the number of employees, shifts worked, wages and benefits for applicable uses, if any

  • Site analysis summary 

  • Conclusions


Market Feasibility

The market feasibility section for a Mixed Use feasibility study includes the following items:

  • National industry overview

  • Local competitive analysis including existing, in-planning and under construction competitors 

  • Road way influences

  • Traffic capture rates

  • Asking and Effective Lease rates and rate growth rates

  • Lease Space absorption rates

  • Smith Travel Research Star Report Analysis including daily occupancies, daily ADR's, growth rates, etc., if applicable

  • Gross revenue estimates, including seasonality

  • Conclusions


Technical Feasibility

The technical feasibility study section for a Mixed Use feasibility study includes the following items:

  • Suitability of the selected site for the intended use including an environmental impact analysis

  • Development and construction cost estimates

  • Commercial Replication risks

  • Regulation and Governmental Action

  • Conclusions


Financial Feasibility

Financial Feasibility

The financial feasibility study section for a Mixed Use feasibility study includes the following items:

  • Pro forma (10 years) (ARGUS Run)

  • Lease Up Analysis

  • Rent Roll Rollover Analysis

  • Discounted Cash Flow Analysis (DCF)

  • Internal Rate of Return (IRR) Analysis 3-, 5-, 7-, and 10-year hold

  • Debt Service Coverage Ratio (DSCR)

  • Sensitivity Analysis

  • Breakeven Analysis

  • Conclusions


Management Feasibility

The Mixed Use feasibility management feasibility  includes:

  • Summary of your experience and education, training for all owners with a 20% interest or more

  • Ownership interest summary

  • Availability of short-term credit

  • Tax issues

  • Company organizational chart

  • Type of legal entity and information concerning its formation

  • Conclusions

Why choose Wert-Berater, Inc. for your Mixed Use Feasibility Study and what sets Wert-Berater, Inc. from their competitors?

We are a small and focused firm that specializes in feasibility studies since 1998 having over 25-years of experience.  

We are lender underwriting report focused, thereby your lender will be provided with the appropriate third party assessment of your project. 

We understand the loan underwriting process. 


Over the decades, feedback from lenders has helped shape our Mixed Use feasibility studies to comply with underwriting demands.

Moreover, we have experience in a wide array of markets and franchises.  

Our in-house files include studies that we have provided whereas many owners have provided us with financial statements for their other Mixed Use facilities they own, we also place reliance on the most recent Smith Travel Research Host Report - as applicable, thus we have developed well-supported pro forma statements based on actual financial statement ratios in just about all 5o states and territories as well as international locations.

We also evaluate competitor operating costs and refer to information provided by Reis, Inc., CoStar Group and Moody's Analytics.

We also subscribe to platforms such as RMA (Risk Management Association), ArcGIS Business Analyst, and Dun & Bradstreet which provides us with localized competitor financial data.  

Our Mixed Use feasibility studies are bankable feasibility studies mostly used for to support loan applications. 

Types of Mixed-Use Developments

Mixed-use development refers to blending different land uses in a single project. Combining residential, commercial, and recreational spaces in one location creates a dynamic environment that promotes a sense of community and convenience.

These developments often feature a mix of housing options, office spaces, retail stores, restaurants, entertainment venues, and public spaces. By integrating various activities, mixed-use developments aim to provide a balanced and sustainable lifestyle for residents and visitors alike.

This guide will explore eight different types of mixed-use development, shedding light on their defining features and potential contributions to vibrant urban environments.


Vertical Mixed-Use Development

Vertical mixed-use development refers to projects integrating different uses within a single building or tower. Typically, these developments combine residential units with commercial, office, or retail spaces. By stacking uses vertically, vertical mixed-use projects optimize land utilization, maximize density, and create a compact, multi-functional environment. This type of development often offers the convenience of living, working, and accessing amenities within proximity, reducing the need for extensive commuting and promoting a vibrant, walkable neighborhood.

Horizontal Mixed-Use Development

Contrasting with vertical mixed-use development, horizontal mixed-use projects consist of separate buildings or clusters of buildings that house different uses. These developments typically feature a mix of residential, commercial, and retail spaces, often arranged around shared open spaces or pedestrian-friendly streetscapes. Horizontal mixed-use developments promote walkability, foster a sense of community, and provide opportunities for interaction between residents, workers, and visitors. They offer flexibility in terms of design, allowing for creating diverse architectural styles and incorporating green spaces and outdoor amenities.

Retail-Residential Mixed-Use Developments

Retail-residential mixed-use developments combine residential units with retail spaces, creating a symbiotic relationship between living and shopping. These projects often feature ground-floor retail stores and upper-level residential units. By integrating retail establishments within residential communities, residents have convenient access to essential goods and services. This type of mixed-use development fosters a sense of community and vitality by bringing together residents and local businesses.

Transit-Oriented Development (TOD)

Transit-oriented developments (TODs) are designed to maximize access to public transportation, such as bus and train stations. These developments are typically located within walking distance of transit hubs, reducing the reliance on private vehicles. These mixed-use projects aim to capitalize on the accessibility and convenience of public transportation by creating vibrant communities that encourage a reduction in car dependency. TODs typically combine residential, commercial, and retail spaces, often focusing on high-density development and pedestrian-friendly design. By prioritizing connectivity and transit options, TODs promote sustainable living, reduce traffic congestion, and enhance residents’ overall quality of life.

Urban Renewal and Revitalization

Mixed-use development can play a vital role in urban renewal and revitalization efforts. These projects often involve redeveloping underutilized or blighted areas, breathing new life into neglected neighborhoods. Urban renewal mixed-use developments blend a range of uses, including residential, commercial, cultural, and recreational spaces, creating vibrant, inclusive communities. By attracting investments, improving infrastructure, and fostering economic growth, these projects act as catalysts for urban rejuvenation and social revitalization.

Destination Mixed-Use Development

Destination mixed-use developments aim to create unique and experiential environments that draw visitors from afar. These projects often include a combination of entertainment, leisure, hospitality, retail, and dining offerings. Destination developments, such as themed entertainment districts, lifestyle centers, or resort-like complexes, are designed to provide an immersive experience for visitors. They serve as hubs for entertainment, cultural activities, and tourism, boosting the local economy and enhancing the region’s appeal as a visitor destination.

Waterfront Mixed-Use Development

Waterfront mixed-use development developments often incorporate a mix of residential, commercial, and recreational spaces that capitalize on scenic views and waterfront amenities. Waterfront developments revitalize urban areas, offering leisure activities, waterfront dining, and water-based transportation opportunities. They create attractive destinations that promote tourism and enhance the quality of life for residents.

Mixed-Use Development Feasibility Study Services

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