{"id":8986,"date":"2023-04-04T18:16:23","date_gmt":"2023-04-04T23:16:23","guid":{"rendered":"https:\/\/php81.anepsa.com.mx\/?p=8986"},"modified":"2025-02-05T15:29:21","modified_gmt":"2025-02-05T20:29:21","slug":"evaluacion-de-proyectos-de-inversion-inmobiliaria","status":"publish","type":"post","link":"https:\/\/php81.anepsa.com.mx\/en\/evaluation-of-property-investment-projects\/","title":{"rendered":"Evaluation of real estate investment projects"},"content":{"rendered":"<figure class=\"wp-block-image aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"606\" height=\"455\" src=\"https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/08\/evaluacion-de-proyectos-d-einversion-inmuebles.jpg\" alt=\"\" class=\"wp-image-9800\" title=\"\" srcset=\"https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/08\/evaluacion-de-proyectos-d-einversion-inmuebles.jpg 606w, https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/08\/evaluacion-de-proyectos-d-einversion-inmuebles-300x225.jpg 300w, https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/08\/evaluacion-de-proyectos-d-einversion-inmuebles-16x12.jpg 16w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-704e782a wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"evaluacion-de-proyectos-de-inversion-inmobiliaria\"><\/h1>\n\n\n\n<div style=\"height:41px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\"><h2>content structure <\/h2><nav><ul><li class=\"\"><a href=\"#que-es-un-proyecto-de-inversion\">What is an investment project?<\/a><\/li><li class=\"\"><a href=\"#las-fuentes-de-financiamiento-para-un-proyecto-de-inversion-son\">The sources of financing for an investment project are:<\/a><\/li><li class=\"\"><a href=\"#tipos-de-proyectos-de-inversion\">Types of investment projects<\/a><\/li><li class=\"\"><a href=\"#metodos-de-evaluacion-de-proyectos-de-inversion\">Investment project evaluation methods<\/a><\/li><li class=\"\"><a href=\"#que-es-la-evaluacion-de-proyectos-de-inversion-inmobiliaria\">What is the evaluation of real estate investment projects?<\/a><\/li><li class=\"\"><a href=\"#que-datos-hay-que-considerar-para-calcular-la-rentabilidad-en-la-inversion\">What data must be considered to calculate the return on investment?<\/a><\/li><li class=\"\"><a href=\"#cuales-son-las-etapas-para-la-evaluacion-de-proyectos-de-inversion\">What are the stages for evaluating investment projects?<\/a><\/li><li class=\"\"><a href=\"#tipos-de-proyectos-de-inversion-de-capital\">Types of Capital Investment Projects<\/a><\/li><li class=\"\"><a href=\"#como-se-valua-un-inmueble\">How is a property valued?<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n<div style=\"height:41px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"que-es-un-proyecto-de-inversion\"><strong>What is an investment project?<\/strong><\/h2>\n\n\n\n<p>The opportunity to <strong>invest <\/strong>in some project<strong> seeks a future economic benefit or a solution to a problem of the company or an individual<\/strong>, this type of project is one in which an injection of resources is necessary to be completed.<\/p>\n\n\n\n<p>Constructing a building in order to use it as warehouses, as offices, or as a new branch for the organization entails an impact beyond the economic, also in the environmental, legal and social aspects, for which evaluating its feasibility is essential. not settle for a<a href=\"https:\/\/economipedia.com\/definiciones\/valor-actual-neto.html\" target=\"_blank\" rel=\"noopener\"> <strong>GO<\/strong><\/a> positive, but to know what consequences the project could have, in the place where it is going to be built, in the surrounding community, in the environment and also if it complies with current legal regulations.<\/p>\n\n\n\n<p>Since this requires the allocation of resources, they normally need to undergo processes of <strong>assessment<\/strong> that determine various benefits such as: <a href=\"https:\/\/concepto.de\/rentabilidad\/\" target=\"_blank\" rel=\"noopener\"><strong>cost effectiveness<\/strong><\/a>, risk margin, among others.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"las-fuentes-de-financiamiento-para-un-proyecto-de-inversion-son\"><strong>The sources of financing for an investment project are:<\/strong><\/h2>\n\n\n\n<p><strong>Investors: <\/strong>These characters are updated since they are actively in the financial market.&nbsp;<\/p>\n\n\n\n<p><strong>Banks:<\/strong> If the company has a correct credit history that is also constantly increasing, these institutions can grant a loan to obtain a property or real estate.&nbsp;<\/p>\n\n\n\n<p><strong>Owners: <\/strong>The owner of the company or some private person may be the one that absorbs the expenses of acquiring a new property or property, for any intended use.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"tipos-de-proyectos-de-inversion\"><strong>Types of investment projects<\/strong><\/h2>\n\n\n\n<p>In order to understand and evaluate them in a better way, these projects can be valued according to the source or origin of the investment.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Public investment projects<\/strong>: Which are carried out with resources from treasury funds in a public way, by the government, destined to some work or destination for the entire population.&nbsp;<\/li>\n\n\n\n<li><strong>Infrastructure projects: <\/strong>Public works in order to be used in social activities, such as airports, hospitals, sports and educational centers, ports, etc.&nbsp;<\/li>\n\n\n\n<li><strong>Innovation projects and development of organizations: <\/strong>They are usually promoted by the state to encourage development in companies.<\/li>\n\n\n\n<li><strong>Environmental projects:<\/strong> To take care of the environment such as the recovery, restoration or remodeling of green areas, the care of protected areas, etc.&nbsp;<\/li>\n\n\n\n<li><strong>Expansive projects: <\/strong>Where it is sought to enter new markets with the brand or organization, they usually entail high expenses, for which reason an in-depth analysis must be carried out.<\/li>\n\n\n\n<li><strong>Innovational projects<\/strong>: Where new technology is sought to be applied, for example, AI or BIG DATA.&nbsp;<\/li>\n\n\n\n<li><strong>Mixed investment projects:<\/strong> Public, governmental and private investment.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"metodos-de-evaluacion-de-proyectos-de-inversion\"><strong>Investment project evaluation methods<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Financial feasibility analysis<\/li>\n\n\n\n<li>Sales projection<\/li>\n\n\n\n<li>Costs and margins<\/li>\n\n\n\n<li>initial investment<\/li>\n\n\n\n<li>marginal contribution<\/li>\n\n\n\n<li>Internal rate of return of the project VS internal rate of return of the Investors<\/li>\n\n\n\n<li>Breakeven&nbsp;<\/li>\n\n\n\n<li>return point&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"que-es-la-evaluacion-de-proyectos-de-inversion-inmobiliaria\"><strong>What is the evaluation of real estate investment projects?<\/strong><\/h2>\n\n\n\n<p><strong>Its purpose is to measure the profitability of a real estate project, through an evaluation line,<\/strong> which allows us to obtain a more objective view regarding the decision to invest or not, determining if this project can be successful in the long term.&nbsp;<\/p>\n\n\n\n<p>Always is<strong> It is advisable to invest in projects in which the current value of projected income is greater than the current value of the costs necessary to produce said income.<\/strong>, so investing in a property is only for those seeking to generate solid income with less risk than other businesses, although we keep in mind that no project guarantees a 0% risk.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"que-datos-hay-que-considerar-para-calcular-la-rentabilidad-en-la-inversion\"><strong>What data must be considered to calculate the return on investment?<\/strong><\/h2>\n\n\n\n<p>These are some of the <strong>data<\/strong> necessary to take into account when attempting to carry out a <a href=\"https:\/\/php81.anepsa.com.mx\/en\/project-evaluation-analysis\/\"><strong>investment return evaluation<\/strong><\/a>, they all generate an expense and it is necessary to consider it to verify if it is greater or less than the benefits it can provide us.&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The sale value of said property&nbsp;<\/li>\n\n\n\n<li>The furniture<\/li>\n\n\n\n<li>Register<\/li>\n\n\n\n<li>Community expenses&nbsp;<\/li>\n\n\n\n<li>The payment of basic services such as electricity, water, internet, drainage, etc.&nbsp;<\/li>\n\n\n\n<li>Expenses in maintenance and repairs&nbsp;<\/li>\n\n\n\n<li>The installations<\/li>\n\n\n\n<li>Mortgage loan interest rate&nbsp;&nbsp;<\/li>\n\n\n\n<li>Notary fees&nbsp;<\/li>\n\n\n\n<li>taxes&nbsp;<\/li>\n\n\n\n<li>Some insurance related to the property<\/li>\n\n\n\n<li>loan term<\/li>\n\n\n\n<li>Mortgage Loan Financing Percentage&nbsp;<\/li>\n\n\n\n<li>Control of the property<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"cuales-son-las-etapas-para-la-evaluacion-de-proyectos-de-inversion\"><strong>What are the stages for evaluating investment projects?<\/strong><\/h2>\n\n\n\n<p><strong>There are 5 stages <\/strong>through which the<a href=\"https:\/\/php81.anepsa.com.mx\/en\/evaluation-capital-investment-projects\/\"> <strong>evaluation of a project<\/strong><\/a>, not only talking about financial and economic indicators, goes much further than this, since qualitative factors are also relevant, which is why we are going to explain the stages.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Define the investment project: <\/strong>Here we analyze what risks and what benefits this project can bring to the company or individual, if it is possibly the solution to any problem or, on the contrary, it will bring us more problems.&nbsp;<\/li>\n\n\n\n<li><strong>Market study: <\/strong>As in any project it is necessary to evaluate the demand, the forecasts and how we can use the property in question to obtain greater profitability, for this the study is necessary.&nbsp;<\/li>\n\n\n\n<li><strong>Analysis of the property and process of profitability or use: <\/strong>For this stage, it is necessary to take into account the previously mentioned variables of return on investment, since we must study and assess the physical characteristics of the property in question, the use that it is intended to give, if it causes a benefit or a major problem.&nbsp;<\/li>\n\n\n\n<li><strong>Economic parameters:<\/strong> For this stage, the investment that is considered to be allocated must be determined, as well as the costs that it will generate. After obtaining this information, make a flow chart where the funds will be established for the useful life of the investment, it is necessary to consider that It depends on market movements, this can affect or benefit this turn and that there are economic indicators such as IRR and Payback that must be taken into account.&nbsp;<\/li>\n\n\n\n<li><strong>Comparison of results and analysis of the project: <\/strong>In this last step after estimating the costs, profitability, characteristics, etc. We can compare the data obtained with the expectations and goals.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"tipos-de-proyectos-de-inversion-de-capital\"><strong>Types of Capital Investment Projects<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Project Type&nbsp;<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td>New products or markets<\/td><td>For any of these two aspects, it is necessary to invest extra capital for costs and expenses, expansion, new buildings, plants, etc.&nbsp;<\/td><\/tr><tr><td>Expansion of existing products or markets&nbsp;<\/td><td>It means an expansion of the business, after a detailed financial analysis, the amount to be invested and all the characteristics of the expansion can be established.<\/td><\/tr><tr><td>replacement project<\/td><td>It consists of financing the replacement of a part or good of the company with a new one designed to do the same job or be used as the previous one.<\/td><\/tr><tr><td>Replacement project to reduce costs&nbsp;<\/td><td>Sometimes, companies need to replace some projects with others to reduce costs, replacing old equipment, furniture or goods with new ones.&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"como-se-valua-un-inmueble\"><strong>How is a property valued?<\/strong><\/h2>\n\n\n\n<p><strong>Real estate appraisals are the easiest and safest way to obtain the fair and real value of a property, supported by various factors related to the quality of life that said property offers.<\/strong>.&nbsp;<\/p>\n\n\n\n<p>With this study, a document is obtained that has legal validity, necessary to carry out various procedures related to the property.&nbsp;<\/p>\n\n\n\n<p>Real estate appraisals are carried out by a <strong><a href=\"https:\/\/php81.anepsa.com.mx\/en\/about-us\/\">expert appraiser<\/a>,<\/strong> who is an expert who has a professional license issued by the SEP, which certifies him as a property appraiser.&nbsp;<\/p>\n\n\n\n<p>it&#039;s possible <strong><a href=\"https:\/\/php81.anepsa.com.mx\/en\/que-es-un-avaluo-casa\/\">value from a house<\/a>,<\/strong> to agricultural land, industrial warehouses, parking lots and warehouses or offices.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>When you intend to venture into a real estate investment project, it is very important to take into account the risks that this entails, for which it is advisable to go with an advisor or company dedicated to carrying out this type of evaluation. Anepsa offers said service adapted 100% to your company. , for <\/strong><a href=\"https:\/\/php81.anepsa.com.mx\/en\/?_ga=2.98531868.2092491936.1680553370-615097083.1678729766\"><strong>know <\/strong><\/a><strong>more about it <\/strong><a href=\"https:\/\/php81.anepsa.com.mx\/en\/contact\/\"><strong>contact<\/strong><\/a><strong> to one of our advisers.<\/strong>&nbsp;<\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group blogb is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center block_title_per\" id=\"links-que-tambien-te-puede-interesar\"><strong>Links that may interest you:<\/strong><\/h3>\n\n\n\n<div class=\"wp-block-columns sugerencias is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<a class=\"text-center\" href=\"https:\/\/php81.anepsa.com.mx\/en\/what-type-of-assets-can-be-valued\/\"><p>What type of assets can be valued?\n<\/p>\n    <img decoding=\"async\" src=\"https:\/\/sp-ao.shortpixel.ai\/client\/to_webp,q_glossy,ret_img,w_605\/https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/09\/que-tipo-de-bienes-se-pueden-valuar.jpg\" alt=\"\" title=\"\"><br>\n    \n<\/a>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<a class=\"text-center\" href=\"https:\/\/php81.anepsa.com.mx\/en\/disposal-of-movable-property-what-is\/\"><p>Disposal of personal property, what is it?\n<\/p>\n    <img decoding=\"async\" src=\"https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/09\/desecho-de-bienes-muebles.jpg\" alt=\"\" title=\"\"><br>\n    \n<\/a>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<a class=\"text-center\" href=\"https:\/\/php81.anepsa.com.mx\/en\/industrial-asset-management\/\"><p>Industrial asset management\n<\/p>\n    <img decoding=\"async\" src=\"https:\/\/php81.anepsa.com.mx\/wp-content\/uploads\/2023\/08\/Gestion-de-activos-industriales.jpg\" alt=\"\" title=\"\"><br>\n    \n<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Do you want to invest your capital in a real estate investment project? For your company or for your own profits it is necessary to carry out a study in order to know the possible profitability that this will bring you, learn more about the benefits<\/p>","protected":false},"author":1,"featured_media":9800,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[1614,2114],"class_list":["post-8986","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categoria","tag-empresa","tag-inmobiliario"],"_links":{"self":[{"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/posts\/8986","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/comments?post=8986"}],"version-history":[{"count":12,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/posts\/8986\/revisions"}],"predecessor-version":[{"id":13770,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/posts\/8986\/revisions\/13770"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/media\/9800"}],"wp:attachment":[{"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/media?parent=8986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/categories?post=8986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/php81.anepsa.com.mx\/en\/wp-json\/wp\/v2\/tags?post=8986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}