The Real Estate Financial Planner Blueprint™
Dallas, Texas 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 |
---|---|---|---|---|---|---|
$5,867 | $22,133 | $0 | $0 | $1,922 | $29,922 | |
$5,867 | $22,265 | $0 | $0 | $1,926 | $30,058 | |
$5,867 | $12,208 | $6,171 | $1,187 | $2,716 | $28,149 | |
$5,867 | $11,321 | $5,519 | $1,309 | $2,801 | $26,818 | |
$5,867 | $10,334 | $5,196 | $1,380 | $2,836 | $25,613 | |
$5,867 | $9,771 | $4,981 | $1,432 | $2,867 | $24,918 | |
$5,867 | $10,097 | $4,829 | $1,471 | $2,914 | $25,178 | |
$5,867 | $9,971 | $4,715 | $1,502 | $2,939 | $24,994 | |
$5,867 | $9,615 | $4,621 | $1,529 | $2,952 | $24,585 | |
$5,867 | $9,144 | $4,538 | $1,554 | $2,961 | $24,063 | |
Totals: | $58,674 | $126,857 | $40,571 | $11,364 | $26,833 | $264,299 |
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 |
---|---|---|---|---|---|---|
1.78% | 6.72% | — | — | 0.58% | 9.09% | |
1.78% | 6.76% | — | — | 0.58% | 9.13% | |
2.36% | 4.91% | 2.48% | 0.48% | 1.09% | 11.32% | |
2.81% | 5.41% | 2.64% | 0.63% | 1.34% | 12.83% | |
3.13% | 5.52% | 2.77% | 0.74% | 1.51% | 13.68% | |
3.41% | 5.68% | 2.90% | 0.83% | 1.67% | 14.49% | |
3.65% | 6.28% | 3% | 0.91% | 1.81% | 15.66% | |
3.86% | 6.56% | 3.10% | 0.99% | 1.93% | 16.43% | |
4.06% | 6.65% | 3.20% | 1.06% | 2.04% | 17.01% | |
4.26% | 6.64% | 3.30% | 1.13% | 2.15% | 17.48% | |
Totals: | 2.83% | 6.13% | 1.96% | 0.55% | 1.30% | 12.77% |
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
- Final Month Summary
Reports