Chariot NCP Scenario Analysis
Chariot Holding · 37 Assets · Q3 2025 Model
NCP Keeps 10
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Assets Taken Over
0
of 31 leased
Base Case Income
-
NCP rent + managed
Scenario Income
-
after takeovers
Net Delta
-
income gain/loss
Rent Lost
-
from takeovers
AM Fees (New)
-
third-party operator
Transition Cost
-
one-time
Global Assumptions
AM Fee %
Fee Rate
3.5%
0%
10%
Revenue Haircut (Yr 1)
Discount
10%
0%
30%
Transition Cost %
One-Time
5%
0%
15%
Exit Cap Rate
Cap Rate
6.00%
4%
10%
Rent Cover by Asset (EBITDAR / Rent)
Income Waterfall: Base Case vs Scenario
Asset-Level Detail
0
0
0
NCP Keep
Takeover
Managed
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EBITDAR
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