Investment Property Calculator Report




Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:1 Rehab estimate: $1 After Repaired Value: $1 Rental rate: $1
Closing Day of Month:  1 Maintenance:1/mo HOA Dues:1/year Income Tax Bracket: 1 % Appreciation: 4 %
  Property Taxes: 1 Insurance: 1    
1. Down Payment
Listing Sale Price: 1
Rehab & Repairs: 1
Total Project Cost (TPC) 2
Loan Amt. (90% of TPC) 2
Down Pmt.(10% of TPC) $ 0
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 0 N/A
Amortized Pmt. (30 years) N/A 0
Prop. Tax Escrow (1 mo) 0 0
Insurance Escrow (1 mo) 0 0
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $0 $0
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 1 1
Total Pmt <0> <0>
Maintenance <1> <1>
Cash Flow $0 $0
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow 0 0
Appreciation (4 %) 0 0
Tax Deduction (1 % bracket) 0 0
Total Financial Benefits $0 $0
5. Cash to Close
Down Pmt.(10% of TPC): $ 0
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 0
ALTA 50
Total Title Fees $ 930
Government Tax Fees:  
Recording Fees 150
Doc Stamps 0
Intangible Tax 0
Total Tax Fees 150
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 0
Property Taxes (2  mo) 0
Insurance Escrow (2 mo) 0
Home Owner Assoc. (2 mo) 0
Total Escrow $ 0
Lender Fees:  
Loan Origination(3.9 %) 0
Rehab Credit Line 0
Building Inspection 250
Appraisal 240
Total Lender Fees $ 490
Pre-paid Expenses:  
Insurance Policy (12 mo) 1
Interest mo. of closing 0
Total Pre-paids $ 1
Total Cash to Close $ 1571

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.