The Real Estate Financial Planner Blueprint™
03 1 5% Down Primary Then 9 20% Down Rental Properties
Achieved Financial Independence
First achieved in Month 692
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 $4,890.54 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 692.
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 |
---|---|---|---|---|---|---|
$53,167 | $0 | $0 | $0 | $2,552 | $55,719 | |
$53,167 | $67,617 | $0 | $0 | $3,437 | $124,221 | |
$53,167 | $68,109 | $0 | $0 | $3,441 | $124,717 | |
$53,167 | $67,617 | $0 | $0 | $3,437 | $124,221 | |
$53,167 | $14,141 | $38,537 | $5,274 | $7,803 | $118,922 | |
$53,167 | $10,930 | $35,438 | $5,609 | $8,082 | $113,225 | |
$53,167 | -$1,155 | $28,883 | $6,518 | $8,809 | $96,222 | |
$53,167 | -$7,396 | $25,599 | $7,122 | $9,308 | $87,800 | |
$53,167 | -$16,514 | $21,575 | $8,076 | $10,102 | $76,405 | |
$53,167 | -$24,304 | $19,315 | $8,759 | $10,661 | $67,598 | |
Totals: | $531,671 | $179,045 | $169,346 | $41,357 | $67,632 | $989,051 |
* 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 |
---|---|---|---|---|---|---|
2.89% | 3.68% | — | — | 0.19% | 6.75% | |
2.89% | 3.70% | — | — | 0.19% | 6.78% | |
2.89% | 3.68% | — | — | 0.19% | 6.75% | |
3.18% | 0.85% | 2.31% | 0.32% | 0.47% | 7.12% | |
3.37% | 0.69% | 2.24% | 0.36% | 0.51% | 7.17% | |
3.91% | -0.08% | 2.12% | 0.48% | 0.65% | 7.08% | |
4.32% | -0.60% | 2.08% | 0.58% | 0.76% | 7.14% | |
5.11% | -1.59% | 2.07% | 0.78% | 0.97% | 7.34% | |
5.81% | -2.66% | 2.11% | 0.96% | 1.17% | 7.39% | |
Totals: | 3.59% | 1.34% | 1.27% | 0.31% | 0.49% | 7.01% |
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 $7,000 and a Ideal Target Monthly Income in Retirement™ of $11,000 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 When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Paid Off Mortgage
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Paid Off Mortgage
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Paid Off Mortgage
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Paid Off Mortgage
- Achieved Financial Independence Goal
- Paid Off Mortgage
- Paid Off Mortgage
- Achieved Ideal Financial Independence Goal
- Paid Off Mortgage
- Paid Off Mortgage
- Paid Off Mortgage
- Achieved 2 X Ideal Financial Independence Goal
- Paid Off Mortgage
- Final Month Summary
Reports