| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
1 | PROPERTY / DEAL DETAILS: | ||||||
2 | >>> VIDEO BREAKDOWN <<< (CLICK HERE AND REVIEW THIS FIRST) | ||||||
3 | Property Address | 5 Bedford Place NE, Fort Walton Beach, FL 32547 | Bedroom Count: | 5 | |||
4 | Purchase Price | $575,000 | Bathroom Count: | 3 | |||
5 | Listing URL | Link to Photos | Square Footage: | 3,042 | |||
6 | |||||||
7 | CASHFLOW, TAX SAVINGS AND RETURNS: | NOTES: | |||||
8 | Cash on Cash Return (CoC): | 13.47% | |||||
9 | Annual Cash-Flow: | $27,305.68 | |||||
10 | Estimated Bonus Depreciation: | $184,000.00 | |||||
11 | Estimated Additional Offset: | $151,983.44 | |||||
12 | Total Year 1 Offset: | $335,983.44 | |||||
13 | Year 1 Estimated Net Effective Tax Savings: | $124,313.87 | |||||
14 | Year 1 Estimated Tax Savings And Cash-Flow: | $151,619.56 | |||||
15 | Year 1 ROI: | 74.78% | |||||
16 | |||||||
17 | DEAL SNAPSHOT: | NOTES: | |||||
18 | CASH NEEDED: | CASHFLOW, TAX SAVINGS AND RETURNS: | |||||
19 | Purchase Price: | $575,000.00 | |||||
20 | Down Payment: | $57,500.00 | |||||
21 | Mortgage Amount: | $517,500.00 | |||||
22 | Closing Costs: | $16,150.09 | |||||
23 | Seller Credit: | $7,500.00 | |||||
24 | Inspection Seller Credit: | $0.00 | |||||
25 | Adjusted Closing Costs: | $8,650.09 | |||||
26 | Total Cash To Close: | $66,150.09 | |||||
27 | Post-Close Enhancements Budget: | $136,608.40 | |||||
28 | Total Cash Needed: | $202,758.49 | |||||
29 | |||||||
30 | MONTHLY INCOME PROJECTIONS: | NOTES: | |||||
31 | Average Nightly Rate (ADR): | $650 | |||||
32 | Average Occupancy (OCC): | 60% | $166k comp | ||||
33 | Gross Booking Revenue: | $11,863 | $111k comp | ||||
34 | Cleaning Revenue: | $1,500 | $84k comp | ||||
35 | Gross Monthly Income: | $13,363 | $61k comp | ||||
36 | Gross Annual Revenue (Before ALL Expenses) | $160,350 | $60k comp | ||||
37 | Net Annual Cashflow (After ALL Expenses) | $27,306 | $56k comp | ||||
38 | Net Monthly Cashflow (After ALL Expenses) | $2,275 | |||||
39 | |||||||
40 | RECURRING MONTHLY EXPENSES BREAKDOWN: | NOTES: | |||||
41 | RECURRING PAYMENTS: | UTILITIES: | |||||
42 | Principal + Interest Payments: | $3,152.76 | Water/Sewer: | $178 | |||
43 | Property Taxes: | $720.67 | Gas And Electricity: | $499 | |||
44 | STR Insurance Policy: | $300.45 | Internet: | $105 | |||
45 | Flood Insurance: | $0.00 | Cleaning: | $1,500 | |||
46 | Private Mortgage Insurance (PMI): | $199.81 | HOA Dues: | $0 | |||
47 | TOTAL Monthly Mortgage Payment (PITI): | $4,373.69 | Pest Control: | $20 | |||
48 | Repairs And Capex: | $712 | Lawn Care: | $141 | |||
49 | Co-Hosting Fee: | $2,135 | Snow Removal: | $0 | |||
50 | Average Platform Fee: | $1,424 | Pool/Hot Tub Maintenance: | $0 | |||
51 | Net Annual Expenses: | $133,044.32 | |||||
52 | Net Monthly Expenses: | $11,087.03 | |||||
53 | |||||||
54 | ONE-TIME DESIGN AND ENHANCEMENTS BUDGET: | NOTES: | |||||
55 | INTERIOR: | EXTERIOR: | |||||
56 | Handyman/General Contractor "Wear And Tear" Enhancements: | $2,500 | Handyman/General Contractor "Wear And Tear" Enhancements: | $3,500 | hot tub | ||
57 | One-Time Supplies Stocking: | $1,608 | Games: | $1,500 | deck with outdoor furnitures | ||
58 | Bedrooms: | $25,000 | Firepit: | $2,500 | string lights | ||
59 | Living Room: | $6,500 | Hot Tub: | $10,000 | game room | ||
60 | Dining Room: | $6,500 | Sauna: | $12,500 | we can add outdoor games | ||
61 | Basement: | $0 | Artificial Turf Putting Green: | $13,500 | |||
62 | Loft Living Area: | $0 | Patio Furniture: | $2,500 | |||
63 | Game Room: | $4,500 | Pickleball Court: | $0 | |||
64 | Garage: | $7,500 | Pool Upgrades/Repairs: | $12,000 | |||
65 | Misc Improvement 1: | $0 | String Lights: | $1,500 | |||
66 | Misc Improvement 2: | $0 | Misc Amenity 2: | $0 | |||
67 | Paint/Mural: | $5,500 | Misc Amenity 3: | $0 | |||
68 | Designer: | $17,500 | Misc Amenity 4: | $0 | |||
69 | Total: | $77,108 | Total: | $59,500 | |||
70 | NET DESIGN AND ENHANCEMENTS BUDGET TOTAL: | $136,608 | |||||