SAMPLE
INVESTMENT REVIEW
FOR ILLUSTRATIVE PURPOSES ONLY, RATES, TERMS, AND FEES,
CONDITIONS ARE SUBJECT TO CHANGE WITHOUT NOTICE
Triolo  Residence Investment Pro-forma
Purchase Price 275,000.00
Down Payment     20% 55,000.00
Loan 220,000.00
Cash In
Down Payment 20% 55,000.00
Closing Costs 3.2% 5,100.00
Prop mgnt 1,075.00
Admin Fee 1,900.00
Suggested Reserve   2.0% 4,400.00
Total Cash 67,475.00
Income
Monthly Rent 1,200.00
Vacancy     7.5% 90.00
Effective Mo. Rent 1,110.00
Expenses L-T-V % Loan Amt. Int. Rate
1st Int. only 80%  $   220,000 5.25% 962.50
2nd arm 0%  $              - 6.60% 0.00
Taxes 0.65% 148.96
Insurance 0.017% 46.75
HOA 25.00
Management 75.00
Repairs       20.00
Total Expenses 1,278.21
Cash Flow
Monthly +/(-) (168.21)
Months Held 48 (8,074.00)
Initial Reserve       4,400.00
Reserve Balance (3,842.21)
Return on Investment (Estimated)
Original Cost 275,000.00
Appreciation 10.0% 134,572.38
Sale Price 409,572.38
Costs of Sale 6.0% 24,574.34
Net Sale Price 384,998.03
Loan Pay Off  Less 220,000.00
Cash Out 164,998.03
Reserve Balance (3,842.21)
Prop mgnt bonus (1,500.00)
Total Cash Back 159,655.83
Cash In 67,475.00
Total ROI 137%
 
NO GUARANTEE OF ACTUAL RESULTS IMPLIED OR INTENDED. DATA INTENDED FOR
ILLUSTRATIVE PURPOSES ONLY. EACH HOMES WILL PRODUCE DIFFERENT RESULTS.
EACH INVESTOR SHOULD SEEK LEGAL AND CPA ADVICE.