Free Simple Real Estate Investment Statement

Date: January 10, 2070

Investor Name: [Your Name]
Property Address: 1234 Sunset Blvd, Los Angeles, CA 90001
Investment Type: Rental Property
Property Type: Residential (Single-Family Home)

I. Investment Details:

• Purchase Price: $650,000

• Down Payment: $130,000

• Loan Amount: $520,000

• Interest Rate: 4.0%

• Loan Term: 30 years

II. Income & Expenses:

• Monthly Rental Income: $3,200

• Property Management Fees: $320 (10% of monthly rent)

• Mortgage Payment (Monthly): $2,478

• Property Taxes: $7,800 (annually)

• Insurance: $1,200 (annually)

• Maintenance/Repairs: $250 (monthly)

• Utilities (if applicable): $150 (monthly, tenant pays some utilities)

III. Cash Flow Summary:

• Total Monthly Income: $3,200

• Total Monthly Expenses: $3,198

• Net Monthly Cash Flow: $2

IV. Projected Returns:

1. Cap Rate: 5.0%

   • Formula: Net Operating Income / Property Value

   • NOI: $3,200 (monthly rent) x 12 = $38,400 annually

   • Cap Rate = $38,400 / $650,000 = 0.059 or 5.0%

2. Cash-on-Cash Return: 7.0%

   • Formula: Net Income / Total Investment

   • Total Investment = $130,000 (down payment) + $2,478 (monthly mortgage) x 12 = $139,736 (annual cash investment)

   • Cash-on-Cash Return = $2 x 12 / $130,000 = 0.07 or 7.0%

3. Total ROI (Return on Investment): 9.5%

   • Formula: Total Profit / Total Investment

   • Profit (including appreciation) = $38,400 + $10,000 (estimated annual appreciation)

   • ROI = $48,400 / $650,000 = 0.074 or 9.5%

VI. Appreciation & Equity Build-up:

• Estimated Property Value Increase (Annual): $10,000 (2% annual appreciation)

• Equity Build-Up (Year 1): $7,072 (based on principal paid down in the first year of the mortgage)

VII. Exit Strategy:

• Planned Exit Strategy: Sale after 10 years, with a projected property value of $850,000 based on an annual appreciation rate of 2%.

Prepared by:

[Your Name]
Investor
Real Estate License #: 12345678

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