Investment Property Calculator Report

Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:375,000 Rehab estimate: $0 After Repaired Value: $375,000 Rental rate: $3,333
Closing Day of Month:  1 Maintenance:40/mo HOA Dues:0/year Income Tax Bracket: 25 % Appreciation: 4 %
  Property Taxes: 3,110 Insurance: 1,500    
1. Down Payment
Listing Sale Price: 375,000
Rehab & Repairs: 0
Total Project Cost (TPC) 375000
Loan Amt. (90% of TPC) 337500
Down Pmt.(10% of TPC) $ 37500
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 3653 N/A
Amortized Pmt. (30 years) N/A 3212
Prop. Tax Escrow (1 mo) 259 259
Insurance Escrow (1 mo) 125 125
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $4037 $3596
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 3,333 3,333
Total Pmt <4037> <3596>
Maintenance <40> <40>
Cash Flow $-744 $-303
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow -8928 -3636
Appreciation (4 %) 15000 15000
Tax Deduction (25 % bracket) 3068 3068
Total Financial Benefits $9140 $14432
5. Cash to Close
Down Pmt.(10% of TPC): $ 37500
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 1941
ALTA 50
Total Title Fees $ 2871
Government Tax Fees:  
Recording Fees 150
Doc Stamps 1181
Intangible Tax 675
Total Tax Fees 2006
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 3653
Property Taxes (2  mo) 518
Insurance Escrow (2 mo) 250
Home Owner Assoc. (2 mo) 0
Total Escrow $ 4421
Lender Fees:  
Loan Origination(3.9 %) 13163
Rehab Credit Line 0
Building Inspection 250
Appraisal 240
Total Lender Fees $ 13653
Pre-paid Expenses:  
Insurance Policy (12 mo) 1500
Interest mo. of closing 122
Total Pre-paids $ 1622
Total Cash to Close $ 62073

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.