The Real Estate Financial Planner Blueprint™
Tulsa, Oklahoma 20% DP
Achieved Financial Independence
First achieved in Month 362
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 362.
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 |
---|---|---|---|---|---|---|
$2,081 | $17,695 | $0 | $0 | $1,485 | $21,261 | |
$2,081 | $17,794 | $0 | $0 | $1,488 | $21,364 | |
$2,081 | $17,374 | $517 | $0 | $1,533 | $21,505 | |
$2,081 | $9,982 | $3,951 | $887 | $2,069 | $18,970 | |
$2,081 | $10,184 | $3,683 | $910 | $2,097 | $18,956 | |
$2,081 | $9,646 | $3,503 | $927 | $2,095 | $18,252 | |
$2,081 | $9,834 | $3,374 | $940 | $2,114 | $18,343 | |
$2,081 | $9,747 | $3,274 | $951 | $2,121 | $18,173 | |
$2,081 | $9,384 | $3,200 | $958 | $2,116 | $17,740 | |
$2,081 | $10,218 | $3,129 | $966 | $2,151 | $18,546 | |
Totals: | $20,810 | $121,858 | $24,631 | $6,540 | $19,271 | $193,110 |
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 |
---|---|---|---|---|---|---|
1.01% | 8.57% | — | — | 0.72% | 10.30% | |
1.01% | 8.62% | — | — | 0.72% | 10.34% | |
1.01% | 8.39% | 0.25% | — | 0.74% | 10.39% | |
1.60% | 7.67% | 3.04% | 0.68% | 1.59% | 14.58% | |
1.75% | 8.54% | 3.09% | 0.76% | 1.76% | 15.90% | |
1.87% | 8.66% | 3.14% | 0.83% | 1.88% | 16.38% | |
1.97% | 9.29% | 3.19% | 0.89% | 2% | 17.33% | |
2.05% | 9.61% | 3.23% | 0.94% | 2.09% | 17.92% | |
2.12% | 9.58% | 3.27% | 0.98% | 2.16% | 18.11% | |
2.19% | 10.75% | 3.29% | 1.02% | 2.26% | 19.51% | |
Totals: | 1.51% | 8.82% | 1.78% | 0.47% | 1.40% | 13.98% |
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 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
- 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
- Paid Off Mortgage
- Achieved Financial Independence Goal
- Paid Off Mortgage
- Final Month Summary
Reports