The Real Estate Financial Planner Blueprint™
SS 017 Investing $100,000 in 20% DP Rentals and Stocks at 8.97%/yr
Purchased
4/2 SFH - 20% DP 1 Property
Bought in
Month 1
We have a Rule that has you buying the
4/2 SFH - 20% DP 1 Property when your
Account balance in the
$100,000 Invested in VTSMX at 8.97%/year Account reaches $10,000. The following is a chart showing the balance of
$100,000 Invested in VTSMX at 8.97%/year 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 4/2 SFH - 20% DP 1 Property, we're assuming you're getting a 20% down payment loan. With a $300,000 purchase price that means you need to have $60,000 for down payment.
The total cost to close must also include the rent ready costs ($0) and closing costs ($3,000) minus any seller concessions ($0).
Description | Amount |
---|---|
Down Payment | $60,000 |
Rent Ready Costs | $0 |
Closing Costs | $3,000 |
Seller Concessions | $0 |
Total Cost To Close: | $63,000 |
The monthly rent on this Property is $1,857.05 per month.
Return in Dollars + Reserves
Property | Appreciation | Cash Flow | Debt Paydown | Cash Flow from Deprec.™ | +12 Mos Reserves @ 8% | RID+R12™ Total |
---|---|---|---|---|---|---|
![]() |
$9,020 | $811 | $3,784 | $1,391 | $1,673 | $16,679 |
Totals: | $9,020 | $811 | $3,784 | $1,391 | $1,673 | $16,679 |
Asset Allocation
How are assets allocated? Let's first look at this month.
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- Introduction
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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
Paid Off Mortgage
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
Paid Off Mortgage
Achieved Financial Independence Goal
Paid Off Mortgage
Paid Off Mortgage
Paid Off Mortgage
Paid Off Mortgage
Achieved Ideal Financial Independence Goal
Paid Off Mortgage
Paid Off Mortgage
Final Month Summary
Reports