For fixed-rate escalation, Year N Rent = Base Rent x (1 + Rate)^(N-1). A $5,000/month lease with 3% annual escalation becomes $5,150/month in Year 2 and $5,309/month in Year 3. CPI-linked escalation uses the ratio of current to base CPI instead of a fixed rate.
- Fixed: Year N = Base x (1 + Rate%)^(N-1)
- CPI: Year N = Base x (CPI_current / CPI_base)^(N-1)
- Year 1 always equals the base rent (no escalation)
- 3% fixed on $5,000/mo = $5,150/mo in Year 2
- Total 5-year cost at 3%: $318,548 vs $300,000 flat
| Year | 3% Fixed | 5% Fixed | CPI (3.3%) |
|---|---|---|---|
| Year 1 | $60,000 | $60,000 | $60,000 |
| Year 3 | $63,654 | $66,150 | $64,027 |
| Year 5 | $67,495 | $72,930 | $68,250 |