Investment Property Calculator Report

Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:179,900 Rehab estimate: $30,000 After Repaired Value: $270,000 Rental rate: $0
Closing Day of Month:  1 Maintenance:100/mo HOA Dues:0/year Income Tax Bracket: 15 % Appreciation: 4 %
  Property Taxes: 2,617 Insurance: 89    
1. Down Payment
Listing Sale Price: 179,900
Rehab & Repairs: 30,000
Total Project Cost (TPC) 209900
Loan Amt. (90% of TPC) 188910
Down Pmt.(10% of TPC) $ 20990
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 2045 N/A
Amortized Pmt. (30 years) N/A 1798
Prop. Tax Escrow (1 mo) 218 218
Insurance Escrow (1 mo) 7 7
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $2270 $2023
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 0 0
Total Pmt <2270> <2023>
Maintenance <100> <100>
Cash Flow $-2370 $-2123
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow -28440 -25476
Appreciation (4 %) 10800 10800
Tax Deduction (15 % bracket) 1325 1325
Total Financial Benefits $-16315 $-13351
5. Cash to Close
Down Pmt.(10% of TPC): $ 20990
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 1086
ALTA 50
Total Title Fees $ 2016
Government Tax Fees:  
Recording Fees 150
Doc Stamps 661
Intangible Tax 378
Total Tax Fees 1189
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 2045
Property Taxes (2  mo) 436
Insurance Escrow (2 mo) 14
Home Owner Assoc. (2 mo) 0
Total Escrow $ 2495
Lender Fees:  
Loan Origination(3.9 %) 7367
Rehab Credit Line 758
Building Inspection 250
Appraisal 240
Total Lender Fees $ 8615
Pre-paid Expenses:  
Insurance Policy (12 mo) 89
Interest mo. of closing 68
Total Pre-paids $ 157
Total Cash to Close $ 35462

Note: The above financial summary and the Wealth Building Plan example are samples for general informational purposes only. The information above does not relate to any specific Buyer or investment property. Perspective Buyers are encouraged to do their own independent investigation and analysis of potential investment properties. Buyers must qualify for all f inancing programs. Financing programs offered by Lender are subject to change without notice.