| A | B | C | D | E | F | G | H | I | |
|---|---|---|---|---|---|---|---|---|---|
1 | PROPERTY / DEAL DETAILS: | ||||||||
2 | >>> VIDEO BREAKDOWN <<< (CLICK HERE AND REVIEW THIS FIRST) | INTERNAL USE ONLY KEY | |||||||
3 | Property Address | 2530 N Hall --, Mesa, AZ 85203 | Bedroom Count: | 6 | <<<appear to be 6 total usable rooms; one is currently a loft/office space and we might convert to bedroom as well | Yield | 8 | ||
4 | Purchase Price | $895,000 | Bathroom Count: | 3 | State | AZ | |||
5 | Listing URL | Link to Photos | Square Footage: | 3,121 | Months left in the year | 7 | |||
6 | Is the home furnished (Y/N) | Y | |||||||
7 | CASHFLOW, TAX SAVINGS AND RETURNS: | NOTES: | |||||||
8 | Cash on Cash Return (CoC): | 12.31% | |||||||
9 | Annual Cash-Flow: | $31,913.07 | Client Credit Score | 780 | |||||
10 | Estimated Bonus Depreciation: | $286,400.00 | |||||||
11 | Estimated Additional Offset: | $167,516.97 | |||||||
12 | Total Year 1 Offset: | $453,916.97 | |||||||
13 | Year 1 Estimated Net Effective Tax Savings: | $167,949.28 | |||||||
14 | Year 1 Estimated Tax Savings And Cash-Flow: | $199,862.35 | |||||||
15 | Year 1 ROI: | 77.10% | |||||||
16 | Case-Shiller annual appreciation assumption | 4.00% | |||||||
17 | DEAL SNAPSHOT: | NOTES: | Interest Rate | 6.50% | |||||
18 | CASH NEEDED: | CASHFLOW, TAX SAVINGS AND RETURNS: | Term: (Years) | 30 | |||||
19 | Purchase Price: | $895,000.00 | # of Payments | 360 | |||||
20 | Down Payment: | $89,500.00 | Hot tub (Y/N) | Yes | |||||
21 | Mortgage Amount: | $805,500.00 | Pool (Y/N) | Yes | |||||
22 | Closing Costs: | $15,822.54 | HOA Fees (Month) | $0.00 | |||||
23 | Seller Credit: | $20,000.00 | |||||||
24 | Inspection Seller Credit: | $0.00 | |||||||
25 | Adjusted Closing Costs: | -$4,177.46 | |||||||
26 | Total Cash To Close: | $85,322.54 | CLOSING KEY: | ||||||
27 | Post-Close Enhancements Budget: | $173,905.70 | Down Payment % | 10.00% | |||||
28 | Total Cash Needed: | $259,228.24 | Closing Cost % | 1.77% | |||||
29 | Home Depreciation % | 32.00% | |||||||
30 | MONTHLY INCOME PROJECTIONS: | NOTES: | Tax Bracket: | 37.00% | |||||
31 | Average Nightly Rate (ADR): | $715 | INCOME KEY: | ||||||
32 | Average Occupancy (OCC): | 70% | Average Number Of Reservations Per Month: | 6 | |||||
33 | Gross Booking Revenue: | $15,224 | Average Number Of Cleans Per Month: | 6 | |||||
34 | Cleaning Revenue: | $1,500 | Average Cleaning Revenue: | $250 | |||||
35 | Gross Monthly Income: | $16,724 | Average Cleaning Expense: | $210 | |||||
36 | Gross Annual Revenue (Before ALL Expenses) | $200,683 | |||||||
37 | Net Annual Cashflow (After ALL Expenses) | $31,913 | |||||||
38 | Net Monthly Cashflow (After ALL Expenses) | $2,659 | Gross Booking Revenue: | $182,683 | |||||
39 | Gross Yearly Revenue: | $200,683 | |||||||
40 | RECURRING MONTHLY EXPENSES BREAKDOWN: | NOTES: | |||||||
41 | RECURRING PAYMENTS: | UTILITIES: | EXPENSE KEY: | ||||||
42 | Principal + Interest Payments: | $5,091.31 | Water/Sewer: | $183 | Property Tax (Year) | $3,928.00 | |||
43 | Property Taxes: | $327.33 | Gas And Electricity: | $700 | Property Tax (Month) | $327.33 | |||
44 | STR Insurance Policy: | $502.60 | Internet: | $111 | Insurance (Year) | $6,031.21 | |||
45 | Flood Insurance: | $0.00 | Cleaning: | $1,260 | Insurance (Month) | $502.60 | |||
46 | Private Mortgage Insurance (PMI): | $311.01 | HOA Dues: | $0 | Flood Insurance (Y/N) | No | |||
47 | TOTAL Monthly Mortgage Payment (PITI): | $6,232.25 | Pest Control: | $20 | Flood Insurance ($) | $0 | |||
48 | Repairs And Capex: | $913 | Lawn Care: | $81 | Flood Insurance (Monthly) | $0 | |||
49 | Co-Hosting Fee: | $2,740 | Snow Removal: | $0 | |||||
50 | Average Platform Fee: | $1,522 | Pool/Hot Tub Maintenance: | $300 | |||||
51 | Net Annual Expenses: | $168,769.43 | |||||||
52 | Net Monthly Expenses: | $14,064.12 | |||||||
53 | |||||||||
54 | ONE-TIME DESIGN AND ENHANCEMENTS BUDGET: | NOTES: | DESIGN KEY (INTERNAL USE ONLY) | ||||||
55 | INTERIOR: | EXTERIOR: | Cost Per Square Foot: | ||||||
56 | Handyman/General Contractor "Wear And Tear" Enhancements: | $3,500 | Handyman/General Contractor "Wear And Tear" Enhancements: | $3,500 | Average Cost Per Bedroom: | ||||
57 | One-Time Supplies Stocking: | $1,724 | Games: | $1,500 | |||||
58 | Bedrooms: | $30,000 | Firepit: | $3,500 | Hot tub | ||||
59 | Living Room: | $5,000 | Hot Tub: | $10,000 | most of the comps have no pickleball, can add court here or pickleball | ||||
60 | Dining Room: | $5,000 | Sauna: | $10,000 | Games | ||||
61 | Basement: | $0 | Artificial Turf Putting Green: | $12,000 | |||||
62 | Loft Living Area: | $0 | Patio Furniture: | $0 | |||||
63 | Game Room: | $0 | Pickleball Court: | $40,000 | |||||
64 | Garage: | $7,500 | Pool Repairs Budget: | $10,000 | |||||
65 | Misc Improvement 1: | $0 | Misc Amenity 1: | $0 | |||||
66 | Misc Improvement 2: | $0 | Misc Amenity 2: | $0 | |||||
67 | Paint/Mural: | $4,682 | Misc Amenity 3: | $0 | |||||
68 | Designer: | $26,000 | Misc Amenity 4: | $0 | |||||
69 | Total: | $83,406 | Total: | $90,500 | |||||
70 | NET DESIGN AND ENHANCEMENTS BUDGET TOTAL: | $173,906 | |||||||