Investment Property Calculator Report

Sample Investment Property Financial Summary

Listing Agent:  Listing Brokerage: 
Phone:  Email: 
Financial summary based on: Sales price:214,900 Rehab estimate: $0 After Repaired Value: $200,000 Rental rate: $2,200
Closing Day of Month:  1 Maintenance:900/mo HOA Dues:0/year Income Tax Bracket: 25 % Appreciation: 4 %
  Property Taxes: 2,729 Insurance: 250    
1. Down Payment
Listing Sale Price: 214,900
Rehab & Repairs: 0
Total Project Cost (TPC) 214900
Loan Amt. (90% of TPC) 193410
Down Pmt.(10% of TPC) $ 21490
2. Monthly Payment
Annual Percentage Rate: 12.99% 10.99%
Interest Only Pmt. 2094 N/A
Amortized Pmt. (30 years) N/A 1840
Prop. Tax Escrow (1 mo) 227 227
Insurance Escrow (1 mo) 21 21
Home Owner Assoc. (1 mo) 0 0
Total Monthly Pmt. $2342 $2088
3. Monthly Cash Flow
Loan APR Rate: 12.99% 10.99%
Rent Income 2,200 2,200
Total Pmt <2342> <2088>
Maintenance <900> <900>
Cash Flow $-1042 $-788
4. Annual Financial Benefits
Annual Percentage Rate: 12.99% 10.99%
Cash Flow -12504 -9456
Appreciation (4 %) 8000 8000
Tax Deduction (25 % bracket) 1636 1636
Total Financial Benefits $-2868 $180
5. Cash to Close
Down Pmt.(10% of TPC): $ 21490
Title Company Fees:  
Closing Fee 795
Title Search 85
Title Insurance 1112
ALTA 50
Total Title Fees $ 2042
Government Tax Fees:  
Recording Fees 150
Doc Stamps 677
Intangible Tax 387
Total Tax Fees 1214
Buyer Escrows Held In Trust  
Monthly Payment (1 mo) 2094
Property Taxes (2  mo) 454
Insurance Escrow (2 mo) 42
Home Owner Assoc. (2 mo) 0
Total Escrow $ 2590
Lender Fees:  
Loan Origination(3.9 %) 7543
Rehab Credit Line 0
Building Inspection 250
Appraisal 240
Total Lender Fees $ 8033
Pre-paid Expenses:  
Insurance Policy (12 mo) 250
Interest mo. of closing 70
Total Pre-paids $ 320
Total Cash to Close $ 35689

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.