Excel Model: Rental Property ROI & Cap Rate Calculator

标题： Rental Property ROI & Cap Rate Calculator

 描述：

 

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.

 

建议/提示：
  • 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.

来源： 自定义计算器

单击以下图标可在新选项卡中打开完整的工作簿查看器，让您轻松编辑和保存。

单击以下图标下载电子表格，您可以将文件与编辑内容一起保存在计算机上。

使用计算器的示例：

使用电子表格的详细示例： 用户需要完成的任务：

 

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

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

交互式计算器为何有用：

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.

 

来源： 自定义电子表格

结论：

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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