Real Estate Calculators
This section covers real estate investment calculators (rental property) and real estate homeowners calculators for homeowners (owner-occupied property). In addition, this section covers a combination of property held for investment (rental property) and as a homeowner (owner-occupied property), referred to as part-rental/part-primary residential property.
The part-rental/part-primary residential property involves a multi-family property that is partly owner-occupied and partly rented. This particular configuration adds a certain level of complexity to any analysis. Even though you, as the property owner, consider this a single property, for tax purposes the IRS sees it as two separate properties: business and personal. These particular part-rental/part-primary residential property calculators will separate the business and personal aspects of the property and consolidate the results.
The calculators below are separated into four categories: 1) rental, 2) owner-occupied, 3) part rental/part primary residential property, and 4) commercial property. Upon diving more deeply, there will be a calculator to estimate the tax consequences of selling a rental property, owner-occupied property, and part rental/part primary residential property. Start here! Additional calculators are available to run a forecast over several years. The results will consolidate the financial impact for the part rental/part primary residential property category.
The last category (commercial property) is for more than the average small investor and will look at a real estate investment's net present value (NPV). These are very complex calculators.