Step 1: Select Import from your Valcre Ribbon, then select PwC US Investor Survey, select the Property Type(s), and select Import.
The Markets selected will fill in the table below.
Pro tip: You may use the drop down for the Market to reorder the list.
Step 2: Using the drop-down next to the Market, select the submarket you would like to bring PwC data from.
Pro tip: The Submarket feature requires Workbook Version 1.6.2 + Add-in version 2.0.10.0 or higher.
Step 3: Set up the National Investor Survey sheet
Determine if you wish to hide the Range Columns and/or Charts.Pro tip: If you are hiding the ranges, there is no need to use the import function as it fills in those data points automatically.
The Number of PwC markets dynamically updates based on the markets selected in the import. (When using Workbook Version 1.6.2 + Add-in version 2.0.10.0 or higher.)
Learn more about our PwC US joint business relationship here
Step 4 (if applicable): To show a retrospective quarter, adjust the quarter to the desired end quarter. This will modify the table to show a Retrospective quarter line and be reflected appropriately in the National Investor Survey Chart below.
Pro tip: Select Reset YR/QTR to bring your table and chart back to the most recent quarter.
Import WITHOUT the API integration to PwC US
Step 1: Access PwC US using the link on the table and export your relevant reports. Be sure they are reflecting the same number of periods.
Pro tip: You will need a separate file from PwC US for each market you are reporting on.
Step 2: Select the Number of PwC US Markets you are importing.
This will add the appropriate number of markets and the ability to import the appropriate PwC US report by market.
Step 3 (if applicable): Select Hide Range Columns if you don’t have or wish to display the data for these columns present.
Step 4: Select if you wish to show charts based on the number of periods you want reflected.
Note: This does not need to match the PwC US import. For example, if you have imported a 25-year report, you can select 5 years for your chart range.
Step 5: Import the report for each market by selecting Import next to the table.
Note: The Market Name will be imported directly from your PwC US report and can be edited or adjusted to reflect your preferred order of Market Names.
Step 6 (if applicable): If you selected to show the range columns, manually enter the ranges for each market you imported.
Step 7 (if applicable): To show a retrospective quarter, adjust the quarter to the desired end quarter. This will modify the table to show a Retrospective quarter line and be reflected appropriately in the National Investor Survey Chart below.
Pro tip: Select Reset YR/QTR to bring your table and chart back to the most recent quarter.
National Investor Survey Comments
This comment box is only available with workbook version 1.7.1+
Use the Narrative Writerfunction (Must have: Valcre AI add-in, workbook version 1.7.1+ and add-in 2.1.1+) to create your preferred narrative style. Make any changes by typing directly into the narrative box before selecting Use Narrative.
The content created by the Narrative Writer does not pull into the reports at this time. To add the content controls please follow the directions in the helper file. If you would like this content permanently included in your report, please send your non-linked report with the content controls added in the applicable section to Valcre Support.
National Investor Survey Chart
The chart will reflect the data from the reports and the National Investor Survey table above.
Pro tip: This PwC US import and how you set up the National Investor Survey will be reflected in the Rates sheet's IRR and Residual Cap Rate tables.
Market Participant Interviews table
This is an optional table to utilize if required for your report.
If using:
Step 1: Select the Number of Participants you interviewed, up to 5 participants. This will adjust the table accordingly, ensuring you do not have blank rows.
Step 2: Select Yes for Utilization
Step 3: Fill out the table by overwriting the placeholder text within the yellow-shaded cells.
If NOT using:
Step 1: Select No for Utilization. This will close up the table.
As with any table, do not delete columns or rows; it will cause workbook errors to form and prevent their usage in the Report.
Market Cap Rate Chart
The information in this chart is populated using the CMA1 Enhanced Market Analysis sheet, showing you the Cap Rate trends for your asset type in the overall market.
Rate & Growth Analyses
This section allows you to calculate a cap rate based on a lender's and an investor's return requirements.
Step 1: Select the Type of Analysis
Step 2: Select the Mortgage Term (Amortization)
Step 3: Enter the Mortgage Ratio (LTV)
Step 4: Enter the Equity Dividend Rate (EDR)
These items will also populate in the Simple Band of Investment table, providing you with the Mortgage and Equity Components and the Indicated Capitalization Rate.
Capitalization Rate Summary
This table will summarize the data you have used in previous tables on this sheet.
Step 1: Select if you wish to include RERC. Selecting no will remove the RERC line from the Conclusion table below.
Step 2: Select if you wish to include Realty Rates. Selecting no will remove the Realty Rates line from the Conclusion table below.
Step 3: Optional. If enabled Amend the Component Name of the National RERC Average and/or National Realty Rates Average.
Step 4: Remove any sources you are not using by hiding the row to remove the calculation.
As with any table, do not delete columns or rows; it will cause workbook errors to form and prevent their usage in the Report.
Pro Tip: Concluded Capitalization Rate: The conclusion made in the DIRCAP sheet is reflected here.
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