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Infrastructure Based Real Estate Investing

Capital Investment in Infrastructure is anproject, eighteen to twenty-four months from
interesting component affecting Real Estateits  completion.
investment. It can be one of the most
positive influencing factors in propertyIndirect  Impact  Sample  Analysis
appreciation. Hence, it can never be taken
for granted. Frequently, an investor willThe second property is well off the
discover during the examination period of aInterstate and has little or no value related
poential investment that infrastructureto the interstate driven commerce. Its
improvements are planned. These improvementsinitial value was $12,000 per acre and
may be water and sewer expansion adjacent thecontinued to grow at a rate consistent with
property or new road to be constructed. Invalue driven by non-interstate factors.
many of these instances, and without a greatHowever during the last two years of the
deal of consideration, the investor aquireshighway project the value grew substantially
as much of the surrounding property withoutand was in fact pulled by the Interstates
regard  to  the  timing  of  the  purchase.commerce generating capability. The
transition from no impact to high impact was
The focus of this article is how best tocreated by the general maturing of the area
determine the timing of the acquisition of anand the much increased commerce generating
investment property impacted bycapacity  of  the  improved  infrastructure.
infrastructure improvement. To do this, I
have found it beneficial to firstIt is key to notice that the quality of the
differentiate the type of infrastructureinvestment is higher for the land investor if
change. Begin by separating the propertiesthe investment is made in the Indirect Impact
under consideration into Direct and IndirectParcel and the timing of the investment can
Impact Investments. Properties that aremake a massive difference in the rate of
immediately impacted by the announcement ofreturn. In comparing indirect impact to
an infrastructure project are considered adirect impact properties, the compounded rate
Direct Impact Investment. Indirect impactof value growth with respect to the year
investments are those not immediatelyinvested through to the end of the project
affected by the or the early stages of theshowed substantially higher returns for the
improvement, however, its value wwill beindirect  impact  property.
improved significantly by the project
completion.The really interesting thing about these
results is that for the indirect impact
Take the example of two properties locatedproperty, years four and five were
outside of Raleigh, North Carolina, the homeoutstanding however year six fell off to the
of North Carolinas Research Triangle Park.lowest level during the project life. This is
The first property (direct impact property)primarily due to the limits of I-85 to
is located contiguous I-85 at an intersectioncontinue to drive value. As a rule most of
with a secondary road. The second propertythe growth in value was related to the
is approximately one-half mile away from theinvestment in the highway capital
intersection and has frontage on theimprovement. The investment in I-85 over the
secondary road leading to the I-85long haul created a gain in revenue
intersection.generating capability which forced the
property value upward. It is important to
This area is considered a bedroom communitynote that the growth in the interstate
for the Raleigh metropolitian area. The aretraffic after the completion of the project
is growing at a faster rate than eitheris slow and its ability to create additional
Durham or Raleigh. The Interstate 85value  would  also  be  slow.
corridor had been experiencing sustainable
growth substantially prior to the NCThese properties will not see really strong
Department of Transportation announcinggrowth until a commerce center is established
highway re-construction of from Raleigh northat this intersection. With capital investment
to the Virginia State Line (approximately, 40in a commerce center there will be value
miles of construction). The project wouldgrowth similar to the growth we saw with the
ultimately take eight years to complete,highway, but it will occur in a shorter cycle
create major delays, re-route traffic andtime. I would therefore argue that the risk
have a substantial impact on the localcomponent would be higher and the timing
economy and expansion of the entire corridor.would  be  more  crucial.
The first response of most investors was toSummary
move out of the area and invest in other
locations. However, for those who analyzedIn summary, for an investor to successfully
the potential and adjusted the price, timingselect a high yielding land investment with
and selection of properties in this areachanging infrastructure certain conditions
turned out to be a very profitableare  in  play:
investment.  Let  me  explain.
1. The announcement of the change must not
Direct  Impact  Sample  Analysisdirectly impact the target property in a
negative  way. .
The first property is adjacent Interstate 85,
in a very active market and priced around2. The investment property will increase in
$100,000 per acre prior to the highwayvalue at the local, not project, driven rate
re-construction announcement. Property valuein  the  early  years  of  the  project.
was tied directly to business activity
generated by its access to Interstate 85.3. There must be more than twenty-four
Property value was evaluated as a Directmonths  remaining  life  in  the  project.
Impact Investment over the 8 year life of the
infrastructure project. The duration was4. Due to its higher yield, the Indirect
determined based on project length fromImpact Investment will create less risk for
announcement  through  completionthe  life  of  the  project.
Upon announcement of the project the value of5. Investment timing is of utmost
the property dropped from $100,000 per acreimportance.
to about $70,000 per acre and remained at
that level for the first three years of the6. Direct Impact Investments offer a lower
investment.. In the fourth year of theyield and higher risk during the project
project life the property began to gain inlife.
value at about the same rate as other
properties not aligned with the highway,I have been able to employ this thinking over
still there was no positive influence causedthe last five years and have found the
by the highway project. The primary growthconcept applies to any long term capital
in value came toward the end of the highwayproject.



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