| A | |
|---|---|
1 | V IA3.17 |
2 | |
3 | |
4 | Real Estate Investment Analysis |
5 | The purpose of this case study is to illustrate the type of analysis provided for Real Estate investments. The analysis must be customized to fit the individual’s needs, circumstances, and investment objective. |
6 | |
7 | http://www.metroreig.com/investors-corner/case-study-analyzing-an-investment-opportunity/ |
8 | 1) Investor & Property Data sheet is used to enter information about the investor, property & assumptions. |
9 | 2) Annual Operation Expenses page lists all estimated expenses for the property. |
10 | 3) Property & Investment Data page is more of a detailed summary of the previous 2 pages including financing. |
11 | 4) Amortization table Automatically calculates principal and iterest |
12 | 5) Cash Flow Before Taxes is the annual gross income less all expenses and mortgage payments. |
13 | 6) Cash Flow After Taxes shows tax savings or liability, and the cash flow once the taxes are paid. |
14 | 7) After-Tax Proceeds from Sale page shows the net proceeds form sale of the property after depreciation and capital gain taxes are paid. |
15 | 8) Performance is the overall rate of return of the investment after disposition. |
16 | |
17 | Note: All calculations are performed automatically. Only data in "Investor & Property Data" and "Expenses" worksheets can be manipulated. Only Yellow cells can be changed. Blue cells are pullddown windows. |
18 | |
19 | Metro RE Investment Group |
20 | & Property Management |
21 | 390 Interlocken Crescent |
22 | Broomfield, CO 80021 |
23 | 720-515-1639 |
24 | www.MetroREIG.com |
25 | Copyright© 2003-2017 |
26 | Do Not Distribute |