The Real Estate Financial Planner Blueprint™
SS 007 Investing $100,000 in Stocks at 8.97%/yr and Earning and Spending $5,000/mo and Buy a Home To Live In with 5% Down Payment and 1 BRRR With Nothing Down
Achieved Financial Independence
First achieved in Month 386
The following
Financial independence is typically a combination of the Safe Withdrawl Rate for the
We typically think of hitting our Target Monthly Income in Retirement of $5,000 in today's inflation-adjusted dollars, let's look at the Total True Cash Flow and Account Balances in inflation-adjusted values.
The following chart shows the total of all Account Balances for the
The following charts show Total True Cash Flow™ all rental properties. Let's start with the sum.
Next, let's look at the Total True Cash Flow™ for each rental properties (graphically summed/stacked).
And, here's the Total True Cash Flow™ for each rental properties individually just for the month when we first achieve financial independence, Month 386.
Return in Dollars + Reserves
Here's the return in dollars + reserves for the
Property | Appreciation | Cash Flow | Debt Paydown | Cash Flow from Deprec.™ | +12 Mos Reserves @ 8% | RID+R12™ Total |
---|---|---|---|---|---|---|
$23,290 | $0 | $0 | $0 | $779 | $24,070 | |
$23,290 | $35,906 | $0 | $0 | $1,692 | $60,888 | |
Totals: | $46,580 | $35,906 | $0 | $0 | $2,471 | $84,957 |
* Denotes a property that had no rent for at least part of the period covered. |
Return on Equity + Reserves
Here's the return on equity + reserves for the
Property | Appreciation | Cash Flow | Debt Paydown | Cash Flow from Deprec.™ | +12 Mos Reserves @ 8% | ROE+R12™ Total |
---|---|---|---|---|---|---|
2.88% | 4.44% | — | — | 0.21% | 7.53% | |
Totals: | 2.88% | 4.44% | — | — | 0.21% | 7.53% |
Asset Allocation
How are assets allocated? Let's first look at this month.
And how have they looked over time up to this month?
Phases of Financial Independence™
With a Minimum Target Monthly Income in Retirement™ of $5,000 and a Ideal Target Monthly Income in Retirement™ of $20,000 at the time of achieving your
Blueprint™ Menu of Sections
- Introduction
- Accounts
- Properties
- Rules
- Significant Events
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property On Specific Month Yearly
- Paid Off Mortgage
- Paid Off Mortgage
- Achieved Financial Independence Goal
- Final Month Summary
Reports