investment properties - april 2013

7/27/2019 investment properties - april 2013

1/24

PROPERTY 1143 Chestnut Oak Dr LEHI UT


2/24


3/24

4413 Chestnut Oak Lane Lehi Utah

BOX 1 - ACQUISITION INFORMATION

Purchase Price - Zillow.com or Local MLS from Your Agent

Downpayment Amount Percentage %%% =

Mortgage Amount =

Closing Costs - Loan Points/Escrow/Title Fees/Inspection Etc.

Rehabilitation/Make Property Ready Budget - Do Not UnderestimateTotal Equity (Downpayment + Closing Costs + Rehab) - THIS IS YOUR CASH OUT OF P

BOX 2 - PROPERTY OPERATIONS STATEMENT

Monthly Rent - www.Zillow.com, www.craigslist.org or other Source

Vacancy & Collection Loss

Collection Loss Can Be an Issue with Less Creditworthy Tenants

Effective Gross Rent (EGR)

Monthly Operating Expenses


4/24

Management Fee Percentage =

Insurance

Maintenance/Repairs/Other

HOA Fees

Miscellaneous - Anything extra you can think of that may come up

Property Taxes - You need to Get Tax Info From agent. Could be different from Prior

Total Operating Expenses (TOE)

Net Operating Income (NOI) = EGR minus TOE

BOX 3 - MORTGAGE PAYMENT AND CASH FLOWS

Mortgage Payment - Monthly

(Interest Rate Comes From Lender)

Monthly Cash Flow (COULD BE NEGATIVE)

Annual Cash Flow (COULD BE NEGATIVE)

Cash on Cash (Annual Cash Flow / Total Equity) - COULD BE NEGATIVE

BOX 4 - INVESTMENT RETURNS SUMMARY

Year 1 Cash on Cash Return (Compare to Bank CD or Bond) - Except real estate can have

Monthly Cash Flow


5/24

20.00%

200,000$

CKET

3.00%

BOLD BLUE NUMBERS YOU MODIFYFOR YOUR PROPERTY SPECIFICS ALL

INPUT NUMBERS ARE POSITIVE (+)


6/24

(PARTNERS?) 10.00%

wner amount

Interest Rate from Lend 5.500%

Amortization Years = 30

(If Interest Only, Input 1000)

uch higher risk.


7/24

250,000$

.

50,000$

5,500$

5,000$60,500$

Monthly Amounts

1,700$

51$

1,649$


8/24

165$

70$

50$

57$

25$

114$

481$

1,168$

881$

287$

Annualized3,445$

5.69%

5.69%

287$


9/24

140 North 800 Wes


Purchase Price - Zillow.com or Local MLS from Your Agen


Mortgage Amount =

Closing Costs - Loan Points/Escrow/Title Fees/Inspection Et

Rehabilitation/Make Property Ready Budget - Do Not Under

Total Equity (Downpayment + Closing Costs + Rehab) - THIS


Monthly Rent - www.Zillow.com, www.craigslist.org or oth






Insurance


HOA Fees

Miscellaneous - Anything extra you can think of that may c

Property Taxes - You need to Get Tax Info From agent. Co



10/24







Cash on Cash (Annual Cash Flow / Total Equity) - COULD BE


Year 1 Cash on Cash Return (Compare to Bank CD or Bond) -

Monthly Cash Flow


11/24

PROVO UTAH

20.00%

111,200$

.

stimate

S YOUR CASH OUT OF POCKET

r Source

3.00%

8.00%

me up

ld be different from Prior owner amount

BOLD BLUE NUMBERS YOU MODIFY FOR

YOUR PROPERTY SPECIFICS ALL INPUTNUMBERS ARE POSITIVE (+)


12/24

Interest R 5.500%

Amortizati 30


EGATIVE

xcept real estate can have much higher risk.


13/24

139,000$

.

27,800$

5,500$

1,000$

34,300$

Monthly Amounts

1,075$

32$

1,043$

83$

67$

-$

-$

-$

145$

295$


14/24

747$

400$

347$

Annualized

4,168$

12.15%

12.15%

347$


15/24


16/24


17/24


18/24


19/24

9039 S 300 E, Sandy, UT 84070


Purchase Price - Zillow.com or Local MLS from Your Agent


Mortgage Amount =

Closing Costs - Loan Points/Escrow/Title Fees/Inspection Etc.

Rehabilitation/Make Property Ready Budget - Do Not Underestimate

Total Equity (Downpayment + Closing Costs + Rehab) - THIS IS YOUR CASH OU


Monthly Rent - www.Zillow.com, www.craigslist.org or other Source






Insurance


HOA Fees

Miscellaneous - Anything extra you can think of that may come up

Property Taxes - You need to Get Tax Info From agent. Could be different fro



20/24







Cash on Cash (Annual Cash Flow / Total Equity) - COULD BE NEGATIVE


Year 1 Cash on Cash Return (Compare to Bank CD or Bond) - Except real estate c

Monthly Cash Flow


21/24

20.00%

106,400$

T OF POCKET

3.00%

8.00%

Prior owner amount


22/24

Interest R 3.350%

Amortizati 30


n have much higher risk.


23/24

133,000$

.

26,600$

5,500$

1,000$

33,100$

Monthly Amounts

1,300$

39$

1,261$

101$

41$

-$

-$

-$

57$

199$


24/24

1,062$

487$

575$

Annualized

6,901$

20.85%

20.85%

575$

investment properties - april 2013

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