Cash flows, rental rates, expenses, tax advantages, long-term capital gains, cost recovery, recapture tax and timing of the investment are just a few of the things that savvy investors measure to determine if a property will produce satisfactory results.  This tool addresses these issues based on estimates that agent and the investor will enter as variables.

Investment analysis is an estimate of the possible outcomes resulting from the purchase and operation of rental real estate. While based on current Federal income tax laws, projections used for rent, expenses, appreciation and continued tax benefits for the investor and property can change during the holding period.

Investing in rental real estate involves risk and investors should consider the possibilities carefully.  Future results can never be guaranteed due to the dynamic forces that affect many different aspects of investing.  An analysis tool like this can be used to project what could happen if certain assumptions become true.

This analysis is for long term investing in rental income properties.

Contrasted with the income properties that are held for many years, a Fix and Flip is generally a property that can be purchased at a significant discount but may need capital improvements.  The strategy is to minimize the holding time because there is no income and the expenses reduce the potential income.

This ownership approach assumes that gain will be taxed at ordinary income rates just like the commissions that an agent earns.  Tax deferred exchange rules don't apply to this type of property.  This tool is helpful because it estimates what the gain might be on the investment which could help an investor to assess the risk based on the potential profit.

Calculates the present value of a stream of income to reach a desired yield. The purchaser of the existing note buys the right to collect the payments for the remaining term. In order to increase the yield which was determined by contract in the original mortgage, the current unpaid balance needs to be discounted.

Based on your current net worth, this tool will provide an estimate of what your annual investment contribution needs to be to achieve a desired annual income for a specified period of time after retirement.

Projects the future value of savings based on a starting value and regular contributions over time at a specified interest rate.

Projects the monthly or annual contributions to achieve a monetary goal at a period in time to have tuition available for a person’s college education based on a specific yield.