Equity Real Estate Statement Design
[Your Company Name]
123 Market Avenue, Suite 400
Metropolis, MA 12345
Statement Date: January 15, 2090
Client Name: John Doe
Property Address: 789 Elm Street, Metropolis, MA 12345
Statement Number: ERS-2090-001
1. Equity Summary
Item | Amount |
|---|
Purchase Price | $500,000 |
Equity Invested | $150,000 |
Loan Balance | $350,000 |
Equity Percentage | 30% |
Total Equity Value | $150,000 |
Market Value (Appraised) | $550,000 |
Current Outstanding Loan | $340,000 |
2. Transaction Details
Transaction Date | Description | Amount |
|---|
January 5, 2090 | Initial Investment Payment | $150,000 |
January 10, 2090 | Loan Disbursement | $350,000 |
January 13, 2090 | Property Appraisal | $550,000 |
3. Equity Calculation Breakdown
Total Investment: $500,000
Paid to Date: $150,000
Remaining Investment: $350,000 (loan balance)
Current Equity Value: $150,000 (calculated as the difference between market value and loan balance)
Current Equity Percentage: 30% of the current market value of the property.
4. Acknowledgment
By signing below, you acknowledge the accuracy of the equity statement for the property listed above. Any discrepancies or questions should be addressed within 15 business days.
Client Signature: ________________________
Date: _______________________
5. Additional Notes:
This equity statement is provided for informational purposes only and reflects the current financial position as of the statement date.
The market value has been appraised and may change subject to market fluctuations or future appraisals.
The loan balance is subject to change based on scheduled payments or refinancing agreements
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