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Simple Investment Analysis
Address ________________________
$_____________ Price
$_____________ Downpayment + _________ Closing Costs
(approx.2% of loan amount) = $____________ Initial Investment
$_____________ Loan @ _____% for _____ years =
$_________ Monthly P&I Pmt.
Estimated Cash Flow
$______________ Gross Rent
$______________ Less Homeowners Fee
$______________ Net Monthly Rent (Gross Rent -
Homeowner's Fee)
$______________ Less Monthly Principal & Interest Payment
$______________ Less Monthly Taxes
$______________ Less Insurance
$______________ Less Other _______________
$______________ Monthly Cash Flow x 12 = $___________
Annual Cash Flow
Three Returns on Investment
1) Cash Flow $____________
Annual Cash Flow
=__________% Cash Flow Return
(Annual Cash Flow /
Initial Investment)
$____________ Initial Investment
2) Principal Reduction
$____________ Annual Principal
=__________% Principal Reduction
(Annual Principal / Inital Investment)
$____________ Initial Investment
3) Appreciation @ _____% (Overall
average of 10% for Summit County, check individual properties with Keats)
$___________ Annual Appreciation
=_________% Appreciation
(Annual Appreciation /
Initial Investment)
$___________ Inital Investment
Total Estimated Return on Investment (1+2+3) = _______%
If you need help with this analysis, Please call
Keats, she will be happy to help you.
maintained by
Keats Ann Scott
Colorado Dreams Broker
1-800-571-1091 |