The Development
Playbook

Calculator T-08 / Available

Sell the units, or keep the building?

Compare a build-to-sell exit with a build-to-rent hold strategy, using the same project assumptions but different capital logic.

Assumption set

Product

Saleable area

5,760 m²

Gross development value

KES 1.07bn

Implied gross yield

7.7%

Shared finance cost

KES 123.2m

Strategy output

Exit decision

Build-to-rent leads

BTR profit advantage

KES 374.9m

Positive means holding as a rental asset leads. Negative means selling units leads.

Build-to-sell profit

KES 71.2m

Build-to-sell margin

7.2%

Build-to-rent profit

KES 446.2m

BTR margin on cost

48.3%

BTR terminal value

KES 918.6m

NOI over hold

KES 478.4m

Sensitivity matrix

Rent growth vs exit yield.

Each cell shows BTR advantage against selling units. Terracotta cells favour build-to-sell.

Rent / Cap-1%-0.5%0%+0.5%+1%
-10%KES 338.2mKES 285.2mKES 238.0mKES 195.8mKES 157.8m
-5%KES 412.3mKES 356.2mKES 306.5mKES 261.9mKES 221.8m
0%KES 486.3mKES 427.3mKES 374.9mKES 328.0mKES 285.8m
5%KES 560.3mKES 498.4mKES 443.4mKES 394.2mKES 349.8m
10%KES 634.4mKES 569.5mKES 511.9mKES 460.3mKES 413.9m

Method note

The build-to-sell case treats the project as a development margin problem. The build-to-rent case treats it as an income asset, adding operating income over the hold period and a terminal value capitalised from stabilised NOI.

The model is intentionally directional. It excludes tax, rent-free periods, vacancy during lease-up, refinancing, replacement reserves beyond operating costs, and detailed monthly cash-flow timing.

Questions / Method

Two exits, two kinds of patience.

What does the build-to-sell vs build-to-rent comparator test?

It compares a unit-sales strategy with a rental-hold strategy. The sale case focuses on GDV, selling costs, absorption, finance cost, profit, and margin. The rental case estimates NOI over the hold period plus terminal value at an exit cap rate.

When can build-to-rent outperform build-to-sell?

Build-to-rent can lead where rents are strong, operating costs are controlled, exit yields are supportive, and the investor can hold long enough for income growth and terminal value to outweigh slower capital recovery.

Is the comparator a valuation?

No. It is a first-pass strategy test. A full decision still needs tax, lease-up timing, occupancy, capex, refinancing, management costs, tenant demand, exit liquidity, and investor mandate analysis.

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