Investment Analysis Calculator
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For any typical financial investment, there are a few crucial elements that make up the investment.
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Purchase Price – The dollar amount ($) of the initial purchase price of the property
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Year 1 Gross Income – Total dollar amount ($) of all rental income, based on 100% occupancy. Please enter the total ANNUAL income.
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Year 1 NOI (Net Operating Income) - Total dollar amount ($) of Net Operating Income on the property after vacancy and operating expenses. This does not include loan payments. Please enter the total ANNUAL income.
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Loan Amount: Enter the dollar amount ($) or percentage (%) of the initial loan amount when purchasing the property. If you enter a number less than 100, then the loan amount will be calculated as percentage of the initial purchase price.
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Loan Rate: Enter the annual percentage (%) rate of interest paid on the loan.
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Cap Rate: Enter the projected capitalization rate the property will be sold at the end of the holding period. This is a percentage (%) of the property in order to obtain the projected sales price at EOY 5 for the 5-year report. Projected sales price is calculated based on Year 6 NOI divided by Cap Rate percentage.