The Real Estate Financial Planner Blueprint™
$1MM - 2% Inflation - Buy 20% DP Properties

Purchased 20% DP - 2% Inflation 1 Property
Bought in Month 1

We have a Rule that has you buying the 20% DP - 2% Inflation 1 Property when your Account balance in the $1MM in Stocks @ 7%/yr Account reaches $40,000. The following is a chart showing the balance of $1MM in Stocks @ 7%/yr 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 20% DP - 2% Inflation 1 Property, we're assuming you're getting a 20% down payment loan. With a $380,000 purchase price that means you need to have $76,000 for down payment.

The total cost to close must also include the rent ready costs ($0) and closing costs ($3,800) minus any seller concessions ($0).

Description Amount
Down Payment $76,000
Rent Ready Costs $0
Closing Costs $3,800
Seller Concessions $0
Total Cost To Close: $79,800

The monthly rent on this Property is $2,068.55 per month.

Return in Dollars + Reserves

Property Appreciation Cash Flow Debt Paydown Cash Flow from Deprec.™ +12 Mos Reserves @ 8% RID+R12™ Total
20% DP - 2% Inflation 1 $7,612 $1,467 $4,794 $1,569 $1,809 $17,250
20% DP - 2% Inflation 2 $6,983 $1,470 $4,357 $1,441 $1,651 $15,902
20% DP - 2% Inflation 3 $6,353 $1,473 $3,921 $1,312 $1,493 $14,552
20% DP - 2% Inflation 4 $5,722 $1,476 $3,485 $1,183 $1,334 $13,200
20% DP - 2% Inflation 5 $5,091 $1,479 $3,049 $1,053 $1,174 $11,847
20% DP - 2% Inflation 6 $4,458 $1,482 $2,614 $923 $1,014 $10,491
20% DP - 2% Inflation 7 $3,824 $1,485 $2,178 $793 $854 $9,133
20% DP - 2% Inflation 8 $3,189 $1,488 $1,742 $662 $693 $7,774
20% DP - 2% Inflation 9 $2,553 $1,491 $1,307 $530 $531 $6,412
20% DP - 2% Inflation 10 $1,916 $1,494 $871 $398 $369 $5,048
Totals: $47,701 $14,802 $28,319 $9,865 $10,923 $111,610

Asset Allocation

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

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