Proforma - Analysis Form Example
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Texas Cash Cow Investments Analysis Form ( 1ST YEAR ) Property Address Mortgage Current 1st Mort Current 2nd Mort T otal Equity Unit Mix Number of Units 1
807 Edd Road 30 year fixed rate, 25% down $86,250 Interest Rate $0 Interest Rate $28,750
FT/2 1621
Beds 4
Baths 2
Cur Rent $1,250
5.375% 0.000%
=
$15,000 $750 $14,250
Other Income T otal Gross In come T otal Annual Operating Expenses Net Operating Income
+ = =
$0 $14,250 $2,947 $11,303
$115,000
1st Lien Loan T o Value Closing Cost
Down Payment
25%
Down Payment
2nd Lien LTV
0%
Total Loan To Value
Closing Cost
$0
Total Acquisition Cost
75%
$4,475
1st Mortgage Rate 5.375% Balance 2nd Mortgage Rate 0.000% Balance
$0 $0 $0
$115,000 1 $119,500
$115,000 Annu al Op erating Expenses Real Estate Taxes Insurance Water and Sewer T rash Removal Electric Gas Oil Legal (eviction part of management fee) Management Fees 0% 0% Repairs and Maintenances 10% Labor - $50.00 a unit Snow Removal (no NEED) Maint. (includes 350 for appliance Contract) Other = Finders Fee??????? T otal Annual Operating Expense =
Mkt Rent $1,250 $0 $0 $0 $0
T otal Gross In come Gross Rental Income ( Total Monthly X 12 ) Subtract Vacancy (10%) 5% Net Yearly Rental Income
Sales Price
Payment Payment Total
Asking/Offer Price Number of Units Appraised Value
$2,022 $925 $0 $0 $0 $0 $0 $0 $0 $0 $0
$2,947
$28,750 75% $33,225
$86,250
Terms
30
Payment
$483
$0
Terms
15
Payment
$0 x 12
Total Monthly Debt Service
$483
Total Annual Debt Service
$5,796
Summary Total Annual In come Total Annual Operating Expense Total Annual Debt Service Cash Flow
Cap Rate
=
$14,250 + $2,947 $5,796 $5,507
9.83%
Amortization (loan pay down) 1st
$1,189
Amortization (loan pay down) 2nd
$0
+ + Net Income
Cash on Cash Return
Net Operating Income/Asking, Offer Price
Cash Fl ow/Acquisition Cost
Return on Investment
Gro ss Rent Multiplier
20.15%
Equity in property after purchase (Down payment and appraised Value)
=
$1,189
16.58%
7.67%
$33,250
5 Year Appreciation Levels and Principal reduction with nominal 3% a year appreciation 1st year $34,439
2nd year $38,958
3rd year $44,186
4th year $ 48,811.55
5th year $ 54,225.86
Texas Cash Cow Investments Analysis Form ( 2nd - 5th Year ) Property Address Mortgage Current 1st Mort Current 2nd Mort Total Equity Unit Mix Number of Units 1
807 Edd Road 30 year fixed rate, 25% down $86,250 Interest Rate $0 Interest Rate $28,750
FT/2 1621
Beds 4
Baths 2
Cur Rent $1,250
5.375% 0.000%
=
$15,000 $750 $14,250
Other Income Total Gross Income Total Annual Operating Expenses Net Operating Income
+ = =
$0 $14,250 $4,647 $9,603
$115,000
1st Lien Loan To Value
Down Payment
25%
Down Payment
2nd Lien LTV
0%
Total Loan To Value
Closing Cost
$0
Total Acquisition Cost
75%
Closing Cost 1st Mortgage Rate 5.375% Balance 2nd Mortgage Rate 0.000% Balance
$0 $0 $0
$115,000 1 $119,500
$115,000 Annual Operating Expenses Real Estate Taxes Insurance Water and Sewer Trash Removal Electric Gas Oil Legal (eviction part of management fee) Management Fees 8% 0% Repairs and Maintenances 10% Labor - $50.00 a unit Snow Removal (no NEED) Maint. (includes 350 for applianc e Contract) Other = Finders Fee??????? Total Annual Operating Expense =
Mkt Rent $1,250 $0 $0 $0 $0
Total Gross Income Gross Rental Income ( Total Monthly X 12 ) Subtract Vacancy (10%) 5% Net Yearly Rental Income
Sales Price
Payment Payment Total
Asking/Offer Price Number of Units Appraised Value
$2,022 $925 $0 $0 $0 $0 $0 $0 $1,200 $0 $0 $500 $4,647
$28,750 75% $28,750
$86,250
Terms
30
Payment
$483
$0
Terms
15
Payment
$0 x 12
Total Monthly Debt Service
$483
Total Annual Debt Service
$5,796
Summary Total Annual Income Total Annual Operating Expense Total Annual Debt Service Cash Flow
Cap Rate
=
$14,250 + $4,647 $5,796 $3,807
8.35%
Amortization (loan pay down) 1st
$1,189
Amortization (loan pay down) 2nd
$0
+ + Net Income
Cash on Cash Return
Net Operati ng Income/Aski ng, Offer Price
Cash Fl ow/Acquisition Cost
Return on Investment
Gross Rent Multiplier
17.38%
Equity in property after purchase (Down payment and appraised Value)
=
$1,189
13.24%
7.67%
$33,250
5 Year Appreciation Levels and Principal reduction with nominal 3% a year appreciation 1st year $34,439
2nd year $38,958
3rd year $44,186
4th year $ 48,811.55
5th year $ 54,225.86
807 Edd Road 30 year fixed rate, 25% down $86,250 Interest Rate $0 Interest Rate $28,750
FT/2 1621
Beds 4
Baths 2
Cur Rent $1,250
5.375% 0.000%
=
$15,000 $750 $14,250
Other Income T otal Gross In come T otal Annual Operating Expenses Net Operating Income
+ = =
$0 $14,250 $2,947 $11,303
$115,000
1st Lien Loan T o Value Closing Cost
Down Payment
25%
Down Payment
2nd Lien LTV
0%
Total Loan To Value
Closing Cost
$0
Total Acquisition Cost
75%
$4,475
1st Mortgage Rate 5.375% Balance 2nd Mortgage Rate 0.000% Balance
$0 $0 $0
$115,000 1 $119,500
$115,000 Annu al Op erating Expenses Real Estate Taxes Insurance Water and Sewer T rash Removal Electric Gas Oil Legal (eviction part of management fee) Management Fees 0% 0% Repairs and Maintenances 10% Labor - $50.00 a unit Snow Removal (no NEED) Maint. (includes 350 for appliance Contract) Other = Finders Fee??????? T otal Annual Operating Expense =
Mkt Rent $1,250 $0 $0 $0 $0
T otal Gross In come Gross Rental Income ( Total Monthly X 12 ) Subtract Vacancy (10%) 5% Net Yearly Rental Income
Sales Price
Payment Payment Total
Asking/Offer Price Number of Units Appraised Value
$2,022 $925 $0 $0 $0 $0 $0 $0 $0 $0 $0
$2,947
$28,750 75% $33,225
$86,250
Terms
30
Payment
$483
$0
Terms
15
Payment
$0 x 12
Total Monthly Debt Service
$483
Total Annual Debt Service
$5,796
Summary Total Annual In come Total Annual Operating Expense Total Annual Debt Service Cash Flow
Cap Rate
=
$14,250 + $2,947 $5,796 $5,507
9.83%
Amortization (loan pay down) 1st
$1,189
Amortization (loan pay down) 2nd
$0
+ + Net Income
Cash on Cash Return
Net Operating Income/Asking, Offer Price
Cash Fl ow/Acquisition Cost
Return on Investment
Gro ss Rent Multiplier
20.15%
Equity in property after purchase (Down payment and appraised Value)
=
$1,189
16.58%
7.67%
$33,250
5 Year Appreciation Levels and Principal reduction with nominal 3% a year appreciation 1st year $34,439
2nd year $38,958
3rd year $44,186
4th year $ 48,811.55
5th year $ 54,225.86
Texas Cash Cow Investments Analysis Form ( 2nd - 5th Year ) Property Address Mortgage Current 1st Mort Current 2nd Mort Total Equity Unit Mix Number of Units 1
807 Edd Road 30 year fixed rate, 25% down $86,250 Interest Rate $0 Interest Rate $28,750
FT/2 1621
Beds 4
Baths 2
Cur Rent $1,250
5.375% 0.000%
=
$15,000 $750 $14,250
Other Income Total Gross Income Total Annual Operating Expenses Net Operating Income
+ = =
$0 $14,250 $4,647 $9,603
$115,000
1st Lien Loan To Value
Down Payment
25%
Down Payment
2nd Lien LTV
0%
Total Loan To Value
Closing Cost
$0
Total Acquisition Cost
75%
Closing Cost 1st Mortgage Rate 5.375% Balance 2nd Mortgage Rate 0.000% Balance
$0 $0 $0
$115,000 1 $119,500
$115,000 Annual Operating Expenses Real Estate Taxes Insurance Water and Sewer Trash Removal Electric Gas Oil Legal (eviction part of management fee) Management Fees 8% 0% Repairs and Maintenances 10% Labor - $50.00 a unit Snow Removal (no NEED) Maint. (includes 350 for applianc e Contract) Other = Finders Fee??????? Total Annual Operating Expense =
Mkt Rent $1,250 $0 $0 $0 $0
Total Gross Income Gross Rental Income ( Total Monthly X 12 ) Subtract Vacancy (10%) 5% Net Yearly Rental Income
Sales Price
Payment Payment Total
Asking/Offer Price Number of Units Appraised Value
$2,022 $925 $0 $0 $0 $0 $0 $0 $1,200 $0 $0 $500 $4,647
$28,750 75% $28,750
$86,250
Terms
30
Payment
$483
$0
Terms
15
Payment
$0 x 12
Total Monthly Debt Service
$483
Total Annual Debt Service
$5,796
Summary Total Annual Income Total Annual Operating Expense Total Annual Debt Service Cash Flow
Cap Rate
=
$14,250 + $4,647 $5,796 $3,807
8.35%
Amortization (loan pay down) 1st
$1,189
Amortization (loan pay down) 2nd
$0
+ + Net Income
Cash on Cash Return
Net Operati ng Income/Aski ng, Offer Price
Cash Fl ow/Acquisition Cost
Return on Investment
Gross Rent Multiplier
17.38%
Equity in property after purchase (Down payment and appraised Value)
=
$1,189
13.24%
7.67%
$33,250
5 Year Appreciation Levels and Principal reduction with nominal 3% a year appreciation 1st year $34,439
2nd year $38,958
3rd year $44,186
4th year $ 48,811.55
5th year $ 54,225.86
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