KENT4 — L1 commercial & L3 office

Three L1 commercial fitouts (restaurant · grocery · mixed bays) + L3 office plan · same shell & fixed cores as /kent2
kindro.store/kent4

Context

Same building as Kent / Kent2 / Kent3 — 5 stories × 15 × 30 m, Zhongshan industrial mixed-use zone, fixed central cores (W stair · industrial elevator west-facing · E stair) in band y = 13–18 m. South frontage has 3 roll-up doors on L1 — the obvious, valuable feature for commercial use. The freight elevator is well-suited to grocery deliveries, restaurant supply runs, and office furniture moves.

L2 = 8 holiday/rental units (/kent2). L4–L5 = additional residential or hotel use (TBD). This page documents L1 (commercial) and L3 (office) fit-out concepts.

L1 — Commercial use options

Three fit-out scenarios for the same L1 shell. All three preserve the existing cores and use the 3 roll-ups as the primary customer interface. Tenant choice depends on the local demand pattern — see "which to pick" below.

Option A · Restaurant (~80 seats)

Dining south (12 four-tops + 10-stool bar + 2-tops by window = ~80 covers), commercial kitchen north (cook line, prep, dish, walk-in cooler/freezer fed by freight elevator), customer + staff WCs flanking the cores. Cook-line exhaust runs up a dedicated shaft along the W stair wall. Best for: dinner-trade neighborhoods near factory shift-end traffic, weekend tourist corridors.

Option B · Grocery / Convenience

~225 m² shop floor with 5 E–W gondola aisles, cold cases against the east wall, 3 checkouts at the south roll-ups (one express). Back of house north: pallet racking, walk-in cooler, freezer, manager office, staff break + WC, all fed by the freight elevator. Best for: dense residential surroundings (the 30+ residential keys above on L2 + L4 + L5 are themselves part of the customer base), 7-day operation.

Option C · Mixed bays (café + convenience + service)

3 vertical bays of 5 × 22 m, one tenant per roll-up, party walls between, shared back service corridor. Bay 1 (W): café with espresso bar, pastry case, ~30 seats. Bay 2 (mid): convenience store with cold cases + 4 aisles. Bay 3 (E): service hub — laundromat (6 washers + dryers) + courier pickup wall + print/scan/ID-photo counter. Best for: diversified rent risk and serving the residential population above 7 days a week, especially the migrant-worker tenant cohort (laundry + courier are essentials).

Which to pick?

scenariofit-out cost (est.)annual renttenant risk
A · Restaurant¥1.2 – 1.6M (kitchen heavy)¥240–320ksingle tenant · high failure rate
B · Grocery¥0.7 – 1.0M (shelving + cooling)¥180–260ksingle tenant · low failure rate
C · Mixed bays¥0.9 – 1.2M (3 fits + party walls)¥210–290k3 tenants · diversified · matches resident demand

Recommendation: mixed bays. The restaurant has the highest absolute rent ceiling but the highest failure risk and biggest fit-out outlay (kitchen extract + grease trap + license). The mixed-bay model spreads risk across 3 small leases AND captures the on-site residential tenant base — every renter on L2 / L4 / L5 will use the laundromat and courier counter. Café + convenience give the building a "neighborhood corner" feel that lifts residential rent.

L3 — Office floor

L3 program

zoneareacapacitynotes
North open office~170 m²16 desks (4 pods of 4)N + W + E gap windows · best daylight zone
South open office~135 m²16 desks (2 pods of 4 + collab)S frontage windows · close to reception
Meeting room (small)~7 m²6 peoplebetween W stair and elevator · interior
Meeting room (large)~21 m²12 people · video confsouth of cores · oval table
2 phone booths~2 m² each1 personeast of elevator · 1-on-1 calls
WC (M + F)~5 m² eachstacked over L2 + L1 wet walls
Reception + waiting~15 m²south frontage near elevator landing
Break / pantry~10 m²tea, fridge, counter, microwave
Total desks32~10 m²/desk gross — typical CN office density

Tenant fit: L3 office targets a single mid-sized employer (~25–32 staff) — engineering services, software, design studio, trading company. Industrial mixed-use Zhongshan zoning permits office use; many factories in the area sublet office floors to suppliers, agents, and back-office tenants. Single-tenant lease is operationally simpler than splitting into co-working memberships, though both are viable.

Building stack — proposed full program

flooruseunits / capacitypage
L5Holiday rentals (mirror of L2)8 units
L4Holiday rentals (mirror of L2)8 units
L3Office (open + meeting)32 desksthis page
L2Holiday rentals + monthly leases8 units/kent2
L1Commercial — mixed bays3 tenants (café · convenience · services)this page
Total24 residential keys + 32 office desks + 3 commercial tenants

Building pro forma — full stack (L1 + L2 + L3 + L4 + L5)

Roll-up of fit-out cost and stabilized NOI for the entire 5-floor building, Zhongshan industrial mixed-use zone. Shell + structure + cores existing and free; only fit-out, FF&E, and floor-specific MEP in budget. CNY (¥), late 2025 / early 2026 rates.

floorusefit-outannual grossopexannual NOIfloor cap rate
L1 Commercial — 3 mixed bays
café · convenience · service hub
¥1,000,000 ¥250,000 −10% ¥225,000 22.5%
L2 Residential — 8 units hybrid
4 Airbnb corners + 4 monthly mids
¥1,983,000 ¥270,750 −28% ¥194,000 9.8%
L3 Office — 32 desks
single tenant or sub-let to 2–3
¥1,400,000 ¥165,000 −20% ¥132,000 9.4%
L4 Residential — mirror of L2
8 units hybrid
¥1,983,000 ¥270,750 −28% ¥194,000 9.8%
L5 Residential — mirror of L2
8 units hybrid
¥1,983,000 ¥270,750 −28% ¥194,000 9.8%
BUILDING TOTAL ¥8,349,000 ¥1,227,250 ¥939,000 11.2%
headline metricvalue
Total fit-out cost¥8,349,000 ≈ US $1.16M
Annual gross revenue¥1,227,250 ≈ US $170k
Annual NOI (stabilized)¥939,000 ≈ US $130k
Building cap rate (NOI / fit-out)11.24%
Simple payback8.9 years
10-yr cumulative NOI (flat rates)¥9.39M → fit-out fully recovered
10-yr cumulative NOI (3% / yr growth)¥10.77M
Per-floor avg NOI¥187,800
Per m² annual NOI (450 m²/floor × 5 = 2,250 m²)¥417 / m² / yr

Building parti reads as: the residential floors (L2 + L4 + L5) anchor the deal with ~62% of NOI from the most resilient asset class. L1 commercial throws off the highest cap rate (22.5%) because the fit-out is light relative to rent, but it's the most volatile line — single-tenant failures hit hard. L3 office is the marginal floor — solid cap rate (9.4%) but the smallest NOI contribution and most exposed to economic cycles.

Sensitivity — what could move the building NOI

variabledownsidebaseupsideNOI Δ
Residential occupancy (L2/L4/L5)40%55%70%±¥96k
L1 commercial rent−25%base+25%±¥56k
L3 office vacancy50% empty0%0%−¥66k
Construction overrun+15% (¥9.6M)¥8.35M−5% (¥7.93M)cap 9.8% / 11.8%
Local 民宿 ban (Airbnb illegal)all-monthlyhybridNOI → ¥793k (cap 9.5%)

Worst credible case: Airbnb ban + L3 office half-empty + L1 grocery tenant default mid-year. Stabilized NOI drops to ~¥670k, cap rate 8.0%, payback 12.5 years. Still cash-positive. Upside case: Airbnb 70% occupancy + full L3 lease + L1 rent +15%. NOI ¥1.06M, cap 12.7%, payback 7.9 years.

Capital strategy

scenariocash neededyear-1 cash-on-cashnotes
100% equity¥8.35M11.2%simplest, no leverage risk
50% LTV @ 5.5% interest¥4.17M~17%¥229k/yr interest, NOI cushion 4.1×
70% LTV @ 5.5% interest¥2.50M~22%¥321k/yr interest, NOI cushion 2.9×
Phased: L1 + L2 only first¥2.98M14.1%defer L3/L4/L5 until L2 stabilizes

Phased build recommendation: commit L1 + L2 in year 1 (¥2.98M, ~14% cash-on-cash on the smaller base). Use year-1 cash flow + observed L2 occupancy data to underwrite L4/L5/L3 in year 2. This caps year-1 capital risk at ~36% of total stack while still deploying the most cash-generative floors first.

Open questions