The Real Estate Financial Planner Blueprint™
$1MM - 4% Inflation - Buy 20% DP Properties

Purchased 20% DP - 4% Inflation 1 Property
Bought in Month 1

We have a Rule that has you buying the 20% DP - 4% 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 - 4% 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 - 4% Inflation 1 $15,246 $2,243 $4,794 $1,569 $1,817 $25,669
20% DP - 4% Inflation 2 $13,998 $1,466 $4,365 $1,444 $1,654 $22,927
20% DP - 4% Inflation 3 $12,745 $1,472 $3,934 $1,317 $1,498 $20,967
20% DP - 4% Inflation 4 $11,489 $1,478 $3,502 $1,189 $1,341 $18,999
20% DP - 4% Inflation 5 $10,229 $1,484 $3,069 $1,060 $1,182 $17,025
20% DP - 4% Inflation 6 $8,964 $1,490 $2,635 $931 $1,023 $15,043
20% DP - 4% Inflation 7 $7,695 $1,496 $2,199 $801 $863 $13,054
20% DP - 4% Inflation 8 $6,423 $1,502 $1,762 $669 $701 $11,057
20% DP - 4% Inflation 9 $5,146 $1,508 $1,324 $537 $538 $9,053
20% DP - 4% Inflation 10 $3,865 $1,514 $884 $404 $375 $7,041
Totals: $95,799 $15,653 $28,467 $9,922 $10,992 $160,834

Asset Allocation

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

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