The Real Estate Financial Planner Blueprint™
SS 019 Investing $100,000 in 20% DP Rentals and Stocks at Approx 8.97%/yr

Purchased 4/2 SFH - 20% DP 1 Property
Bought in Month 1

We have a Rule that has you buying the 4/2 SFH - 20% DP 1 Property when your Account balance in the $100,000 Invested in VTSMX at 8.97%/year Account reaches $10,000. The following is a chart showing the balance of $100,000 Invested in VTSMX at 8.97%/year Account from the start of the Scenario to Month 1 after we've adjusted for all the income and expenses for the entire month.

To purchase the 4/2 SFH - 20% DP 1 Property, we're assuming you're getting a 20% down payment loan. With a $300,000 purchase price that means you need to have $60,000 for down payment.

The total cost to close must also include the rent ready costs ($0) and closing costs ($3,000) minus any seller concessions ($0).

Description Amount
Down Payment $60,000
Rent Ready Costs $0
Closing Costs $3,000
Seller Concessions $0
Total Cost To Close: $63,000

The monthly rent on this Property is $1,857.05 per month.

Return in Dollars + Reserves

Property Appreciation Cash Flow Debt Paydown Cash Flow from Deprec.™ +12 Mos Reserves @ 8% RID+R12™ Total
4/2 SFH - 20% DP 1 $16,281 $1,568 $3,784 $1,391 $1,689 $24,714
Totals: $16,281 $1,568 $3,784 $1,391 $1,689 $24,714

Asset Allocation

How are assets allocated? Let's first look at this month.

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