Excel Model: Rental Property ROI & Cap Rate Calculator

タイトル： Rental Property ROI & Cap Rate Calculator

 説明：

 

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.

 

アドバイス/ヒント:
  • 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.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブック ビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

 

  1. Investment Details Section:
    • Enter the property purchase price and associated costs.
      • 例の値:
        • 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.
      • 例の値:
        • Maintenance & Repairs: $42
        • Property Management: $112
        • Real Estate Taxes: $250
        • Insurance: $30

  3. Monthly Cash Flow:
    • Calculate monthly debt service and monthly revenue.
      • 例の値:
        • 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.
      • 例の値:
        • 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.
      • 例の値:
        • Cap Rate: 4.2%
        • Cash on Cash Return: -3.9%

インタラクティブ計算機が便利な理由:

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.

 

ソース： カスタムスプレッドシート

結論：

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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