Angus Cartwright IV – Case Solution

This case study discusses the four potential properties Angus Cartwright has identified for real estate acquisitions. Judy and John DeRight retained Mr. Cartwright. The DeRights are planning to expand their investment portfolio in the real estate industry. This case study allows students to calculate the Purchase and Operating Comparables, Breakeven Analysis, Cashflow Forecast, Financial Analysis, etc., of the four real estate properties.

​Kenneth J. Hatten, William J. Poorvu, Howard H. Stevenson, Arthur I Segel, John H. Vogel
Harvard Business Review (813185-PDF-ENG)
June 10, 2013

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Case answers for Angus Cartwright IV

This case solution includes an Excel file with calculations.

Angus Cartwright IV Case Study Analysis

This case study discusses the four potential properties Angus Cartwright has identified for real estate acquisitions. Judy and John DeRight retained Mr. Cartwright. The DeRights are planning to expand their investment portfolio in the real estate industry.

The four prospective properties are Allison Green, Stony Walk, Ivy Terrace, and Fowler Building. Mr. Cartwright is now tasked to compare and contrast the four prospective properties. He must also provide the necessary financial calculations for the couple to render the most beneficial decision.

Case Problems:

Calculate the following for the four properties identified by Angus Cartwright:

1. List of salient Facts
2. First-Year Project Setup (EBIT)
3. Purchase and Operating Comparables
4. Breakeven Analysis
5. Cashflow Forecast
6. Financial Analysis
7. Investment Ranking
8. Percent of Total Benefits based on IRR
9. Breakdown of futures

Exhibit 1  List of Salient Facts

Exhibit 2  First-Year Project Setups 

Exhibit 3  Purchase and Operating Comparables