ROI Calculator
ROI Calculator
Profit From Rentals Property Analysis Tool
Disclaimer: This real estate information has been designed to provide accurate and authoritative information in regard to the subject matter covered. It is provided with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal or other expert assistance is required, the services of a competent professional person should be sought. The author specifically disclaims any liability, loss, or risk, personal or otherwise, incurred as a consequence directly or indirectly of the use and application of any techniques or contents in this document.
Market or Appraised Value
Enter market or appraised value of subject property
Purchase Price
Enter the purchase price of the subject property
Down Payment
Enter the percentage of down payment which is typically 20 to 25% with financing and 0% with cash purchase
Closing Costs & Fees
Enter estimated closing costs with traditional tile company which typically range from $3k to $5k
Interest Rate (30 yr Fixed)
Enter Interest Rate for 30 year fixed mortgage which currently ranges from 4 to 5%
Monthly Rent (GSI)
Enter Monthly Rent for subject property
Annual Property Tax
Enter Annual Property Tax for subject property
Annual Utilities
Enter Annual Utilities for subject property
Annual Landscaping
Enter Annual Landscaping for subject property
Annual Insurance Premium
Enter Annual Insurance Premium for subject property
Vacancy Rate (% of GSI)
Enter expected Vacancy Rate which typically ranges from 3 to 10% annually
Maintenance Rate (% of GSI)
Enter Maintenance Rate which typically ranges from 3 to 10% annually
Property Management Rate (% of GSI)
Enter Property Management Rate which typically ranges from 7 to 12% of Monthly Rent
Initial Equity
Amount Financed
Down Payment Amount
Total Cash Investment
Debt Service (P&I) Monthly
Debt Service (P&I) Yearly
Gross Scheduled Income (GSI)
Less Vacancy Amount
Gross Operating Income (GOI)
Property Management
Annual Property Taxes
Annual Utilities
Annual Landscaping
Annual Insurance Premium
Repairs & Maintenance
Total Operating Expenses
Net Operating Income
Less Debt Service
Before-Tax Cash Flow (BTCF)
Before-Tax Cash Flow (BTCF)
DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that the information posted at this website does not contain anything that is intended as legal or tax advice, and that nothing herein can be relied upon as legal or tax advice. Further, the IRS wants us to let you know that nothing herein can be used for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein. If assisting with your Section 1031 tax-deferred exchange, Perch Wealth cannot advise the owner concerning specific tax consequences or the advisability of a tax-deferred exchange for tax purposes. We recommend that anyone contemplating an exchange seek the advice of an accountant and/or attorney.
Call
855-DST-3443
Email | Address
info@PerchWealth.com
31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
Check the background of this firm/advisor on FINRA’s BrokerCheck.
© 2023 Perch Wealth.
- There’s no guarantee any strategy will be successful or achieve investment objectives;
- All real estate investments have the potential to lose value during the life of the investments;
- The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- All financed real estate investments have potential for foreclosure;
- These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
- Tax benefits are not guaranteed and are subject to changes in the tax code.
1031 Exchanges California
1031 Exchanges Florida
1031 Exchanges Texas
1031 Exchanges Arizona
1031 Exchanges Georgia
1031 Exchanges Ohio
1031 Exchanges New York
1031 Exchanges New Jersey
29122 Rancho Viejo Rd. Suite 111
San Juan Capistrano, CA 92675
info@perchwealth.com
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
Check the background of this firm/advisor on FINRA’s BrokerCheck.
© 2024 Perch Wealth.
- There’s no guarantee any strategy will be successful or achieve investment objectives;
- All real estate investments have the potential to lose value during the life of the investments;
- The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- All financed real estate investments have potential for foreclosure;
- These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
- Tax benefits are not guaranteed and are subject to changes in the tax code.