Investment Property Calculator Report

Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:625,000 Rehab estimate: $0 After Repaired Value: $625,000 Rental rate: $4,400
Closing Day of Month:  30 Maintenance:0/mo HOA Dues:0/year Income Tax Bracket: 15 % Appreciation: 4 %
  Property Taxes: 9,800 Insurance: 5,000    
1. Down Payment
Listing Sale Price: 625,000
Rehab & Repairs: 0
Total Project Cost (TPC) 625000
Loan Amt. (90% of TPC) 562500
Down Pmt.(10% of TPC) $ 62500
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 6089 N/A
Amortized Pmt. (30 years) N/A 5353
Prop. Tax Escrow (1 mo) 817 817
Insurance Escrow (1 mo) 417 417
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $7323 $6587
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 4,400 4,400
Total Pmt <7323> <6587>
Maintenance <0> <0>
Cash Flow $-2923 $-2187
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow -35076 -26244
Appreciation (4 %) 25000 25000
Tax Deduction (15 % bracket) 3068 3068
Total Financial Benefits $-7008 $1824
5. Cash to Close
Down Pmt.(10% of TPC): $ 62500
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 3234
ALTA 50
Total Title Fees $ 4164
Government Tax Fees:  
Recording Fees 150
Doc Stamps 1969
Intangible Tax 1125
Total Tax Fees 3244
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 6089
Property Taxes (2  mo) 1634
Insurance Escrow (2 mo) 834
Home Owner Assoc. (2 mo) 0
Total Escrow $ 8557
Lender Fees:  
Loan Origination(3.9 %) 21938
Rehab Credit Line 0
Building Inspection 250
Appraisal 240
Total Lender Fees $ 22428
Pre-paid Expenses:  
Insurance Policy (12 mo) 5000
Interest mo. of closing 6089
Total Pre-paids $ 11089
Total Cash to Close $ 111982

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.