Investment Property Calculator Report

Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:180,000 Rehab estimate: $20,000 After Repaired Value: $20,000 Rental rate: $1,600
Closing Day of Month:  30 Maintenance:0/mo HOA Dues:0/year Income Tax Bracket: 25 % Appreciation: 4 %
  Property Taxes: 3,500 Insurance: 1,200    
1. Down Payment
Listing Sale Price: 180,000
Rehab & Repairs: 20,000
Total Project Cost (TPC) 200000
Loan Amt. (90% of TPC) 180000
Down Pmt.(10% of TPC) $ 20000
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 1948 N/A
Amortized Pmt. (30 years) N/A 1713
Prop. Tax Escrow (1 mo) 292 292
Insurance Escrow (1 mo) 100 100
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $2340 $2105
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 1,600 1,600
Total Pmt <2340> <2105>
Maintenance <0> <0>
Cash Flow $-740 $-505
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow -8880 -6060
Appreciation (4 %) 800 800
Tax Deduction (25 % bracket) 164 164
Total Financial Benefits $-7916 $-5096
5. Cash to Close
Down Pmt.(10% of TPC): $ 20000
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 1035
ALTA 50
Total Title Fees $ 1965
Government Tax Fees:  
Recording Fees 150
Doc Stamps 630
Intangible Tax 360
Total Tax Fees 1140
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 1948
Property Taxes (2  mo) 584
Insurance Escrow (2 mo) 200
Home Owner Assoc. (2 mo) 0
Total Escrow $ 2732
Lender Fees:  
Loan Origination(3.9 %) 7020
Rehab Credit Line 505
Building Inspection 250
Appraisal 240
Total Lender Fees $ 8015
Pre-paid Expenses:  
Insurance Policy (12 mo) 1200
Interest mo. of closing 1948
Total Pre-paids $ 3148
Total Cash to Close $ 37000

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.