Excel Model: Rental Property ROI & Cap Rate Calculator

Τίτλος: Rental Property ROI & Cap Rate Calculator

 Περιγραφή:

 

This spreadsheet is designed to help users evaluate the return on investment (ROI) and capitalization rate (Cap Rate) for rental properties. It includes sections for investment details, monthly expenses, monthly cash flow, loan details, and key financial metrics.

 

  • Investment Details: Enter details about the purchase property price, taxes and fees, closing costs, realtor fees, and rehabilitation costs.
  • Monthly Expenses: Includes maintenance and repairs, property management fees, real estate taxes, insurance, and other expenses.
  • Monthly Cash Flow: Calculates monthly debt service, monthly revenue, and net cash flow.
  • Loan Details: Provides information on the annual interest rate, term of the loan, and resulting monthly loan payment.
  • Key Financial Metrics: Calculates the cap rate, cash on cash return, and overall ROI.

 

Συμβουλές/Συμβουλές:
  • Investment Details:
    • Ensure all costs are included to get an accurate calculation of the total investment.

  • Monthly Expenses:
    • Regularly update the expenses to reflect the latest figures.

  • Monthly Cash Flow:
    • Review the cash flow to assess the financial viability of the property.

  • Loan Details:
    • Enter accurate loan details to determine the correct monthly payment.

  • Key Financial Metrics:
    • Monitor the cap rate and ROI to ensure the property meets financial goals.

Πηγή: Προσαρμοσμένη Αριθμομηχανή

Κάντε κλικ στο παρακάτω εικονίδιο για να ανοίξετε το πλήρες πρόγραμμα προβολής βιβλίου εργασίας σε μια νέα καρτέλα, επιτρέποντάς σας να επεξεργάζεστε και να αποθηκεύετε εύκολα.

Κάντε κλικ στο παρακάτω εικονίδιο για να κάνετε λήψη του υπολογιστικού φύλλου, επιτρέποντάς σας να αποθηκεύσετε το αρχείο στον υπολογιστή σας μαζί με τροποποιήσεις.

Παράδειγμα χρήσης αριθμομηχανής:

Λεπτομερές παράδειγμα χρήσης υπολογιστικού φύλλου: Εργασίες που πρέπει να ολοκληρώσει ο χρήστης:

 

  1. Investment Details Section:
    • Enter the property purchase price and associated costs.
      • Παραδείγματα τιμών:
        • Purchase Property Price: $200,000
        • Taxes and Fees: $8,000
        • Closing Costs: $25,000
        • Realtor Fee: $10,000
        • Rehab Costs: $5,000

  2. Monthly Expenses:
    • Enter expenses for maintenance, property management, real estate taxes, and insurance.
      • Παραδείγματα τιμών:
        • Maintenance & Repairs: $42
        • Property Management: $112
        • Real Estate Taxes: $250
        • Insurance: $30

  3. Monthly Cash Flow:
    • Calculate monthly debt service and monthly revenue.
      • Παραδείγματα τιμών:
        • Monthly Debt Service: $983.90
        • Monthly Revenue: $1,288
        • Net Cash Flow: -$129.90

  4. Loan Details:
    • Enter the annual interest rate and term of the loan.
      • Παραδείγματα τιμών:
        • Annual Interest Rate: 3%
        • Term of Loan: 25 years
        • Monthly Loan Payment: $983.90

  5. Key Financial Metrics:
    • Review the calculated cap rate and cash on cash return.
      • Παραδείγματα τιμών:
        • Cap Rate: 4.2%
        • Cash on Cash Return: -3.9%

Γιατί είναι χρήσιμη η διαδραστική αριθμομηχανή:

This spreadsheet consolidates all financial aspects of rental property investment, providing a comprehensive view of costs, revenues, and profitability. By offering detailed financial analysis, it helps investors make informed decisions and manage their properties effectively.

 

Πηγή: Προσαρμοσμένο υπολογιστικό φύλλο

Συμπέρασμα:

The Rental Property ROI & Cap Rate Calculator is an essential tool for managing and understanding the financial performance of rental properties. By providing a detailed and organized approach to recording and analyzing property data, it helps users achieve financial stability and make informed decisions about their investment strategy. Regular updates and reviews ensure that the investment strategy remains aligned with financial goals and market conditions.

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