TEN YEAR FORECAST
RENTAL PROPERTY
(already-acquired)
© 2023
Property Variables:
Current Value:
Purchase Price:
Rehab Costs:
First Mortgage:
Mortgage Amount:
Mortgage Term:
Mortgage Rate: %
Remaining Balance:
Second Mortgage:
Mortgage Amount:
Mortgage Term:
Mortgage Rate: %
Remaining Balance:
Revenues & Expenses:
Rent:
Real Estate Taxes:
Insurance:
Utilities:
Water & Sewer :
Maintenance:
Your Tax Rates:
Federal Capital Gains Tax: %
State Capital Gains Tax: %
Ordinary Income Tax Rate: %
Depreciation Recapture
Federal Tax Rate:		 %
NII Tax: %
Transfer Tax: %
Can You Deduct Operational
Losses From Your AGI?
Any Prior Year
Carryforward Losses:
Depreciation Variables:
Initial Building Value
For Depreciation Purposes:
Accumulated Depreciation:
Your Estimate of Annual Changes:
Annual Appreciation/
Depreciation of Asset:		 %
Increase/Decrease Rent: %
Real Estate Taxes: %
Insurance, Utilities,
Water & Sewer and Maintenance:		 %
What You Estimate For
Commissions When You Sell:
Real Estate Commissions: %
 

Initial Building Value will be added with Rehab Costs to determine an improved building value for accumulated depreciation purposes. This calculator assumes that you use a 27.5 year straight line method of depreciation. (Building Value + Rehab Costs)/27.5. Purchase price is not used to calculate accumulated depreciation, since purchase price includes land value which is not a depreciable asset.