Please enter all Input Fields to complete report.
Please enter Annual Expense Increase.
Please enter Annual Expense Increase.
Please enter Cost of Sale at Disposition.
Please enter valid email address.
Please enter Correct security code.
Image text does not match. Please try again.
This Investment Analysis tool will create a detailed Discounted Cash Flow (DCF) Analysis Report for 5 years.
The analysis will project the cash flow over a 5-year investment holding period, calculating the annual cash flow from operations for each year as well as the estimated sales proceeds at the end of the 5 year holding period.
This report will be provided to you as PDF file, available for you to quickly save, print and email.
Instructions on entering the information:
Purchase Price: The dollar amount ($) of the initial purchase price of the property
Year 1 Gross Income: Total dollar amount ($) of all rental income, based on 100% occupancy. Please enter the total ANNUAL income.
Year 1 NOI: Total dollar amount ($) of Net Operating Income on the property after vacancy and operating expenses. This does not include loan payments. Please enter the total ANNUAL income.
Loan Amount: Enter the dollar amount ($) or percentage (%) of the initial loan amount when purchasing the property. If you enter a number less than 100, then the loan amount will be calculated as percentage of the initial purchase price.
Loan Rate: Enter the annual percentage (%) rate of interest paid on the loan.
Loan Amortization: Enter the number of years the loan will be amortized.
Cap Rate at Sale: Enter the projected capitalization rate the property will be sold at the end of the holding period. This is a percentage (%) of the property in order to obtain the projected sales price at EOY 5 for the 5-year report. Projected sales price is calculated based on Year 6 NOI divided by Cap Rate percentage.
Advanced Fields for the Investment Analysis Tool (added under the peel up section: tap Advanced to open)
Annual Income Increase: Enter the percentage (%) the income is estimated to increase per year.
Annual Expense Increase: Enter the percentage (%) the expense is estimated to increase per year.
Loan Fees & Points: Enter percentage (%) of loan fees associated with obtaining a loan for the property. (default 1%)
Cost of Sale upon Disposition: Enter the cost of percentage (%) of sales price or dollar amount ($) of closing costs incurred by the seller, including all closing fees. Enter a number between 1-99 for percentage (%) of sale price for cost of sale. Entry of 100 or greater will be used as actual dollar amount (%) of closing costs at sale. (default 5%)