RESIDENTIAL RENTAL PROPERTY
5-Year Investment, Profit & Loss Upon Sale
Analyze rental income, operating expenses, mortgage payments, cash flow, property appreciation, loan balance, equity growth, sale proceeds and total investment return over a five-year holding period.
1. Property Information
2. Acquisition & Initial Investment
3. Mortgage Financing
4. Rental Income
5. Annual Operating Expenses – Year 1
6. Five-Year Appreciation Assumptions
7. Sale at End of Year Five
8. Optional Estimated Sale Tax Assumptions
Tax treatment depends on the investor and the transaction.
Enter your own estimated rates if you want the calculator to show
an illustrative after-tax result. Leave these fields at 0% to exclude taxes.
Consult a qualified tax professional for actual calculations.
5-YEAR RENTAL INVESTMENT RESULTS
Operating Performance + Equity Growth + Sale Profit
Initial Cash Investment
$0
Year 1 Gross Rental Income
$0
Year 1 NOI
$0
Year 1 Cash Flow
$0
5-Year Rental Cash Flow
$0
Mortgage Balance After 5 Years
$0
Principal Paid Down
$0
Property Appreciation
$0
Projected Year-5 Sale Price
$0
Total Sale Costs
$0
Net Sale Proceeds Before Tax
$0
Estimated Sale Taxes
$0
Net Sale Proceeds After Tax
$0
Total ROI
0%
Average Annual ROI
0%
Year 1 Cash-on-Cash Return
0%
Year 1 Cap Rate
0%
Equity at Sale Before Sale Costs
$0
Five-Year Rental Operating Schedule
| Year | Gross Scheduled Income | Vacancy | Effective Income | Operating Expenses | NOI | Mortgage P&I | Cash Flow | Ending Loan Balance | Estimated Property Value | Owner Equity |
|---|
Where the Five-Year Profit Comes From
Rental Cash Flow
$0
Mortgage Principal Reduction
$0
Property Appreciation
$0
Less Selling Costs
$0
Less Estimated Sale Taxes
$0
Five-Year Investment Profit & Loss Statement
| Description | Amount |
|---|---|
| Total Rental Revenue Received | $0 |
| Less Vacancy / Credit Loss | $0 |
| Less Operating Expenses | $0 |
| Net Operating Income | $0 |
| Less Mortgage Principal & Interest Payments | $0 |
| Five-Year Operating Cash Flow | $0 |
| Gross Sale Price | $0 |
| Less Mortgage Payoff | $0 |
| Less Selling Costs | $0 |
| Less Estimated Sale Taxes | $0 |
| Net Sale Proceeds | $0 |
| Less Original Cash Investment | $0 |
| Total Five-Year Investment Profit | $0 |
Enter property assumptions to analyze the investment.
Important Investment & Tax Disclaimer:
This calculator is intended for preliminary investment analysis and
educational purposes only. Results are estimates and are not guarantees
of future rental income, property appreciation, resale value, expenses,
financing costs, taxes or investment returns.
Actual income taxes, capital gains taxation, depreciation,
depreciation recapture, deductible expenses and other tax consequences
depend on the investor’s circumstances and applicable tax rules.
Consult qualified real estate, lending, accounting, legal and tax
professionals before making an investment or sale decision.
