| 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 | 725 W Palo Verde Street, Gilbert, AZ 85233 | Bedroom Count: | 5 | Yield | 20 | |||
4 | Purchase Price | $600,000 | Bathroom Count: | 3 | State | AZ | |||
5 | Listing URL | Link to Photos | Square Footage: | 2,501 | 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): | 11.91% | |||||||
9 | Annual Cash-Flow: | $22,660.86 | Client Credit Score | 780 | |||||
10 | Estimated Bonus Depreciation: | $192,000.00 | |||||||
11 | Estimated Additional Offset: | $148,966.87 | |||||||
12 | Total Year 1 Offset: | $340,966.87 | |||||||
13 | Year 1 Estimated Net Effective Tax Savings: | $126,157.74 | |||||||
14 | Year 1 Estimated Tax Savings And Cash-Flow: | $148,818.60 | |||||||
15 | Year 1 ROI: | 78.23% | |||||||
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: | $600,000.00 | # of Payments | 360 | |||||
20 | Down Payment: | $60,000.00 | Hot tub (Y/N) | No | |||||
21 | Mortgage Amount: | $540,000.00 | Pool (Y/N) | No | |||||
22 | Closing Costs: | $12,733.34 | HOA Fees (Month) | $0.00 | |||||
23 | Seller Credit: | $10,000.00 | |||||||
24 | Inspection Seller Credit: | $0.00 | |||||||
25 | Adjusted Closing Costs: | $2,733.34 | |||||||
26 | Total Cash To Close: | $62,733.34 | CLOSING KEY: | ||||||
27 | Post-Close Enhancements Budget: | $127,500.20 | Down Payment % | 10.00% | |||||
28 | Total Cash Needed: | $190,233.54 | Closing Cost % | 2.12% | |||||
29 | Home Depreciation % | 32.00% | |||||||
30 | MONTHLY INCOME PROJECTIONS: | NOTES: | Tax Bracket: | 37.00% | |||||
31 | Average Nightly Rate (ADR): | $525 | NK Main Comp 1 URL | Comp 2 URL | INCOME KEY: | |||||
32 | Average Occupancy (OCC): | 69% | $225k | Average Number Of Reservations Per Month: | 6 | ||||
33 | Gross Booking Revenue: | $11,018 | $178k | Average Number Of Cleans Per Month: | 6 | ||||
34 | Cleaning Revenue: | $1,500 | $170k | Average Cleaning Revenue: | $250 | ||||
35 | Gross Monthly Income: | $12,518 | $153k | Average Cleaning Expense: | $250 | ||||
36 | Gross Annual Revenue (Before ALL Expenses) | $150,221 | $148k | ||||||
37 | Net Annual Cashflow (After ALL Expenses) | $22,661 | |||||||
38 | Net Monthly Cashflow (After ALL Expenses) | $1,888 | Gross Booking Revenue: | $132,221 | |||||
39 | Gross Yearly Revenue: | $150,221 | |||||||
40 | RECURRING MONTHLY EXPENSES BREAKDOWN: | NOTES: | |||||||
41 | RECURRING PAYMENTS: | UTILITIES: | EXPENSE KEY: | ||||||
42 | Principal + Interest Payments: | $3,413.17 | Water/Sewer: | $156 | Property Tax (Year) | $2,500.00 | |||
43 | Property Taxes: | $208.33 | Gas And Electricity: | $418 | Property Tax (Month) | $208.33 | |||
44 | STR Insurance Policy: | $314.58 | Internet: | $100 | Insurance (Year) | $3,775.01 | |||
45 | Flood Insurance: | $0.00 | Cleaning: | $1,500 | Insurance (Month) | $314.58 | |||
46 | Private Mortgage Insurance (PMI): | $208.50 | HOA Dues: | $0 | Flood Insurance (Y/N) | No | |||
47 | TOTAL Monthly Mortgage Payment (PITI): | $4,144.58 | Pest Control: | $20 | Flood Insurance ($) | $0 | |||
48 | Repairs And Capex: | $661 | Lawn Care: | $75 | Flood Insurance (Monthly) | $0 | |||
49 | Co-Hosting Fee: | $1,983 | Snow Removal: | $0 | |||||
50 | Average Platform Fee: | $1,322 | Pool/Hot Tub Maintenance: | $250 | |||||
51 | Net Annual Expenses: | $127,560.39 | |||||||
52 | Net Monthly Expenses: | $10,630.03 | |||||||
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 | game room | Average Cost Per Bedroom: | |||
57 | One-Time Supplies Stocking: | $1,500 | Games: | $2,500 | fire pit | ||||
58 | Bedrooms: | $25,000 | Firepit Chairs: | $1,500 | putting green | ||||
59 | Living Room: | $5,000 | Hot Tub: | $12,000 | string lights | ||||
60 | Dining Room: | $5,000 | Sauna: | $12,000 | <<<sauna might need to go in garage due to space constraints | ||||
61 | Basement: | $0 | Artificial Turf Putting Green: | $10,000 | |||||
62 | Loft Living Area: | $0 | Patio Furniture: | $2,500 | |||||
63 | Game Room: | $4,000 | Pickleball Court: | $0 | |||||
64 | Garage: | $12,500 | Pool Repairs/Fixes (Estimated): | $3,500 | <<garage is a blend of game room/movie theater area with sofa style seating plus projecter; likely including games like pool/table top ping pong table (removable); small portable bar setup; POTENTIALLY adding in golf simulator to make this even more competitive | ||||
65 | Misc Improvement 1: | $0 | String Lights | $1,500 | |||||
66 | Misc Improvement 2: | $0 | Misc Amenity 2: | $0 | |||||
67 | Paint/Mural: | $4,500 | Misc Amenity 3: | $0 | |||||
68 | Designer: | $17,500 | Misc Amenity 4: | $0 | |||||
69 | Total: | $78,500 | Total: | $49,000 | |||||
70 | NET DESIGN AND ENHANCEMENTS BUDGET TOTAL: | $127,500 | |||||||