The Real Estate Financial Planner Blueprint™
Sam Sells His Way To Financial Independence
Achieved Financial Independence
First achieved in Month 39
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 $2,500 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 39.
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 |
---|---|---|---|---|---|---|
$2,438 | -$559 | $1,660 | $312 | $457 | $4,309 | |
$1,982 | -$770 | $2,059 | $417 | $572 | $4,261 | |
$5,304 | $2,477 | $4,761 | $1,281 | $1,430 | $15,253 | |
$3,954 | $2,102 | $4,944 | $1,286 | $1,482 | $13,768 | |
$5,561 | $1,324 | $4,864 | $1,289 | $1,463 | $14,501 | |
$6,770 | $924 | $4,915 | $1,295 | $1,490 | $15,394 | |
$5,004 | $1,806 | $4,838 | $1,310 | $1,483 | $14,441 | |
$5,588 | $401 | $4,933 | $1,316 | $1,509 | $13,748 | |
$4,871 | $655 | $4,918 | $1,323 | $1,510 | $13,277 | |
$5,051 | $904 | $4,930 | $1,322 | $1,517 | $13,723 | |
$7,673 | $1,029 | $4,773 | $1,327 | $1,480 | $16,282 | |
$5,865 | $1,429 | $4,652 | $1,330 | $1,453 | $14,728 | |
$8,276 | $3,354 | $4,075 | $1,335 | $1,310 | $18,350 | |
$7,346 | $1,961 | $4,076 | $1,230 | $1,290 | $15,904 | |
$2,985 | $1,771 | $3,307 | $1,009 | $1,051 | $10,123 | |
$4,651 | $2,433 | $2,650 | $898 | $862 | $11,494 | |
Totals: | $83,321 | $21,240 | $66,357 | $18,281 | $20,359 | $209,558 |
* Denotes a property that had no rent for at least part of the period covered. |
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 |
---|---|---|---|---|---|---|
9.94% | 4.64% | 8.92% | 2.40% | 2.68% | 28.59% | |
8.43% | 4.48% | 10.53% | 2.74% | 3.16% | 29.33% | |
10.96% | 2.61% | 9.59% | 2.54% | 2.89% | 28.59% | |
15.58% | 2.13% | 11.32% | 2.98% | 3.43% | 35.44% | |
11.75% | 4.24% | 11.36% | 3.08% | 3.48% | 33.90% | |
13.83% | 0.99% | 12.21% | 3.26% | 3.73% | 34.02% | |
12.12% | 1.63% | 12.24% | 3.29% | 3.76% | 33.03% | |
13.29% | 2.38% | 12.97% | 3.48% | 3.99% | 36.10% | |
17.04% | 2.28% | 10.60% | 2.95% | 3.29% | 36.15% | |
11.94% | 2.91% | 9.47% | 2.71% | 2.96% | 29.98% | |
13.84% | 5.61% | 6.81% | 2.23% | 2.19% | 30.69% | |
21.40% | 5.71% | 11.87% | 3.58% | 3.76% | 46.33% | |
12.93% | 7.67% | 14.32% | 4.37% | 4.55% | 43.84% | |
13.34% | 6.98% | 7.60% | 2.58% | 2.47% | 32.96% | |
Totals: | 13.11% | 3.75% | 10.41% | 2.92% | 3.21% | 33.39% |
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 $2,500 and a Ideal Target Monthly Income in Retirement™ of $6,000 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
- Sold Property After Owning It For 36 Months
- 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
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Bought New Dynamic Property Based On Rule Buy Property When Account Has Down Payment
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Sold Property After Owning It For 36 Months
- Paid Off Mortgage
- Paid Off Mortgage
- Paid Off Mortgage
- Paid Off Mortgage
- Paid Off Mortgage
- Final Month Summary
Reports