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Cost Assumptions
Financing Assumptions
Revenue Assumptions
Value and Sales Assumptions
INSTRUCTIONS:
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red
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Purchase Price
Purchase Price
Downpayment
Monthly Rent
Property Value
Land Value (20%)
Finance Amt
Vacancy Rate
Property Appreciation
Building Value (80%)
Downpayment Amt
Annual Revenue Increase
Sell Now
Improvements
Total Cost of Improvements
Interest Rate
Sell after 5 Y
Rs
Closing Costs
Closing Costs
Mortgage (YRs)
YR One Cash Flow & ROI
Sell after 10
YRs
Annual Operating Expense Increase
Annual OpEx Increase
Annual Operating Expense Increase
Mortgage Payment
Annual Cash Flow
Sell after
30
YRs
Total Cost
Cash Outlay
Cash ROI
Total ROI
Years 11-14, 16-19, 21-24, 26-29 are not shown
Monthly
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 15
YR 20
YR 25
YR 30
Revenues
Rental Income
Gross Income
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 15
YR 20
YR 25
YR 30
Expenses
Property Taxes
Annual
Insurance
Annual
Maintenance & Repairs
Annual
Utilities
Annual
Advertising
Annual
Administrative
Annual
Variable Cost PM
(% Income)
Fixed Cost PM
Annual
Replacement Reserve
Annual
Other 2
Monthly
Total Expenses
Expenses (Incl Vacancy) as % of Gross Income
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 15
YR 20
YR 25
YR 30
Net Operating Income (NOI)
Cash Flow
NOI (Cash Available)
Mortgage
Total Cash Flow
Cash ROI
Equity Accrued
Total Return
Total ROI
Debt Service Coverage Ratio (DSCR)*
Total Equity Accrued
Loan Payoff Amount
Cumulative Return on
Investment
Today
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 15
YR 20
YR 25
YR 30
Cumulative Income
Future
Property Value
Sell it Now!**
*Most banks are looking for 1.3 to 1.4 or higher
**Based on an approximate cost of 10% for Realtor fees and closing costs
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