| Field Name |
Field Description |
| Property Address |
Physical address of property |
| Type of Property |
Description of property; i.e. duplex, four-plex, condo, etc. |
| Purchase Price |
The total purchase price of the investment property |
| Down Payment % |
Down payment as percentage of purchase price |
| Less Deposit |
Less earnest money or already deposited funds |
| Down Payment |
Down payment less deposit |
| Amount of Loan |
Loan amount less down payment |
| Interest Rate |
Expected interest rate for loan |
| Term of Loan in Months |
Term of loan in months (360 months = 30 years) |
| Loan Fees |
Expected closing costs for loan |
| Mo.Payment P&I |
Monthly principle and interest payments for loan and Yearly principle and interest for loan |
| Gross Scheduled Mo.Income |
Gross scheduled monthly income from rents |
| Less Vacancy % |
Percent of expected vacancy |
| Gross Operating Income |
Gross operating income = scheduled income less vacancy |
| Property taxes as percentage of gross operating income |
This is helpful when comparing similar properties |
| Property Taxes |
Annual property taxes for property and property taxes as percentage of gross operating income- this is helpful when comparing similar properties |
| Insurance |
Annual insurance costs |
| Electricity |
Annual electricity costs |
| Natural Gas |
Annual natural gas costs |
| Sewer |
Annual sewer costs |
| Water |
Annual water bill costs |
| Garbage |
Annual waste removal costs |
| Management % |
Professional management fees as a percentage of gross income |
| Maintenence |
Annual maintenance costs |
| Advertising |
Annual rental advertising costs |
| Telephone |
Annual telephone costs |
| Lawn Care & Snow Removal |
Annual lawn care and/or snow removal costs |
| Pest Control |
Annual pest control expenses |
| Miscellaneous |
Miscellaneous expenses |
| Total Itemized Expenses |
Total of all annualized expenses |
| Totals |
Total of all annualized expenses and total of all annualized expenses divided by gross operating income |
| Marginal Tax Bracket |
Investor's income tax bracket |
| Annual Expense Increase Rate |
Annual percentage increase of expenses |
| Rental Income Rate Increase |
Annual percentage increase of rental income |
| Property Appreciation Rate |
Annual percentage increase of investment property value |
| Year Purchased |
Year property will be purchased |
| Initial Start up Costs |
Initial startup costs of fix up cost property requires |
| Percent of Structure vs. Land |
Percentage of property value versus land value |
| Yearly Depreciation Allowance |
Annual percentage increase of expenses |
| Total Amount Invested |
Down payment plus loan fees plus fix up costs |
