Value Add vs. Turnkey Investment Properties- Understanding the Differences

07.26.24

Value Add vs. Turnkey Investment Properties- Understanding the Differences

Starting to invest in real estate but having trouble deciding which way to go? The reality is there is no wrong answer but knowing the differences between value-add properties and turnkey properties can help provide some direction. In the end it comes down to a few things; risk tolerance, experience, financial goals, and your capacity.

Value Add Properties

Value add properties are real estate assets that require some level of improvement or renovation to reach their full market potential. These improvements can range from minor cosmetic changes to significant structural upgrades.

1. Forced Appreciation: By taking a property that is below market value, making improvements, and stabilizing, you can achieve what is called forced appreciation. With the addition of capital and sweat equity you are increasing the overall value of the building. When you refinance the building your equity position should increase, and this can have big rewards.

2. Firsthand Approach: You must be willing to be active in the process to be successful. This can take a lot of time out of your schedule. Often, it is the only way to truly learn the process. But be prepared to oversee a lot of moving parts.

3. Higher Risk and Reward: With more unforeseen issues that could arise from this strategy the risk is higher but so is the reward. Returns can be affected if issues come up that were not expected. On the other side, things can be discovered that unlock more potential and increase returns. Prepare for the unexpected.

Turnkey Properties

Turnkey properties are fully renovated and ready for immediate occupancy. These properties often come with tenants in place, offering instant rental income.

1. Immediate Cash Flow: One of the primary benefits of turnkey properties is the immediate rental income. This steady cash flow appeals to investors seeking passive income without the delays associated with renovation projects.

2. Minimal Management Effort: Turnkey investments are ideal for investors who prefer a hands-off approach. These properties typically require minimal maintenance and management, especially when purchased through a company that offers property management services.

3. Lower Risk, Lower Reward: The stability of turnkey properties comes with relatively lower risk compared to value-add investments. However, this also means the potential for significant equity growth through property improvements is limited. Investors pay market value or slightly above for the convenience of a ready-to-go property.

Savvy investors who do this day in and day out love value- add investments because they know what they are doing, what to expect, and have a risk tolerance higher than most. They can add value to property and increase returns with their expertise. However, if you are someone who has cash to invest and looking to diversify your investments but do not have the time or confidence to for a value-add deal, a turnkey property may be a better option. Assess your risk, but equally important is evaluating the time.