Property Valuation & Mark-to-Market Dashboard

Meridian Real Estate Fund III · Q4 2024 Quarterly Mark · 52 Properties

Portfolio NAV
$1.94B
+2.2% QoQ
Variance (Int. vs Appr.)
4.2%
Target: <5%
Implied Cap Rate
5.8%
+40 bps YoY
MTM Unrealized Gain
+$42M
Industrial +$62M
LTV Headroom
18.4%
Wtd. Avg Portfolio

NAV Bridge Decomposition (Q3 → Q4 2024)

Implied Cap Rate Trend

Valuation Variance by Property

Property Valuation Detail

Property Asset Class Internal DCF Appraisal Variance Variance Bar Comp Score Implied Cap

MTM Gain/Loss by Asset Class

Discount to Replacement Cost Index

Rent Assumption Variance
+1.8%
Internal vs Submarket Actual
Disposition Premium
+3.4%
vs Most Recent Appraisal
Avg LTV Headroom
18.4%
After Mark-to-Market

Equity Multiple Sensitivity to Cap Rate ±50 bps

Last Appraisal Cycle: Nov 2024 (48 of 52 properties)
Next Quarterly Mark: March 31, 2025
Data Sources: Argus DCF, RCA Transactions, CoStar Cap Rates