Real Estate Definitions › Commercial Real Estate

Pro Forma

Outland and Associates Real EstateJames Outland, Broker AssociateDRE #01314390

What is Pro Forma?

A pro forma is a projected financial statement for a commercial property that estimates future income, expenses, and net operating income — often showing what a property could earn under improved management or full occupancy. Buyers use it to model returns, but should compare it against actual historical numbers, since pro formas can be optimistic.

Example: A listing's pro forma projects $150,000 NOI at full occupancy, but the buyer also reviews actual statements showing $120,000 today before deciding what to offer.

Important Disclaimer

This definition is provided for general educational purposes only and is not legal, tax, or financial advice. Real estate laws and lending rules change and vary by situation. Before acting, consult a licensed attorney, CPA, lender, or other qualified professional in the State of California regarding your specific circumstances.

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