The Real Estate Financial Planner Blueprint™
Greenville, South Carolina 20% DP
Achieved Financial Independence
First achieved in Month 443
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 443.
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 |
---|---|---|---|---|---|---|
$38,253 | $53,314 | $0 | $0 | $3,615 | $95,181 | |
$38,253 | $35,605 | $16,156 | $2,291 | $5,192 | $97,497 | |
$38,253 | $22,773 | $15,171 | $3,612 | $6,018 | $85,827 | |
$38,253 | $19,337 | $14,840 | $4,237 | $6,493 | $83,160 | |
$38,253 | $14,551 | $14,637 | $4,680 | $6,756 | $78,877 | |
$38,253 | $11,156 | $14,503 | $5,001 | $6,948 | $75,862 | |
$38,253 | $11,215 | $14,389 | $5,296 | $7,224 | $76,377 | |
$38,253 | $5,940 | $14,299 | $5,541 | $7,287 | $71,320 | |
$38,244 | $8,406 | $13,059 | $5,763 | $7,128 | $72,599 | |
Totals: | $344,268 | $182,296 | $117,054 | $36,421 | $56,661 | $736,701 |
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 |
---|---|---|---|---|---|---|
3.47% | 4.84% | — | — | 0.33% | 8.65% | |
3.64% | 3.39% | 1.54% | 0.22% | 0.49% | 9.29% | |
4.98% | 2.96% | 1.97% | 0.47% | 0.78% | 11.17% | |
5.98% | 3.02% | 2.32% | 0.66% | 1.02% | 13.01% | |
6.98% | 2.66% | 2.67% | 0.85% | 1.23% | 14.40% | |
7.94% | 2.31% | 3.01% | 1.04% | 1.44% | 15.74% | |
9.04% | 2.65% | 3.40% | 1.25% | 1.71% | 18.06% | |
10.29% | 1.60% | 3.84% | 1.49% | 1.96% | 19.18% | |
11.83% | 2.60% | 4.04% | 1.78% | 2.21% | 22.46% | |
Totals: | 6.03% | 3.19% | 2.05% | 0.64% | 0.99% | 12.91% |
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
- 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
- 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
- Achieved Financial Independence Goal
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Final Month Summary
Reports