5,10,15 YEAR FORECAST
PRIMARY RESIDENCE
(already-acquired)
© 2023
Property Variables:
Current Value:
?
Purchase Price:
?
Rehab Costs:
?
First Mortgage:
Original Mortgage
Amount:
?
Mortgage Term:
?
30
25
20
15
10
7
5
Mortgage Rate:
?
2.125
2.250
2.375
2.500
2.625
2.750
2.875
3.000
3.125
3.250
3.375
3.500
3.625
3.750
3.875
4.000
4.125
4.250
4.375
4.500
4.625
4.750
4.875
5.000
5.125
5.250
5.375
5.500
5.625
5.750
5.875
6.000
6.125
6.250
%
Remaining Balance:
?
Second Mortgage:
Original Mortgage
Amount:
?
Mortgage Term:
?
30
25
20
15
10
7
5
Mortgage Rate:
?
2.125
2.250
2.375
2.500
2.625
2.750
2.875
3.000
3.125
3.250
3.375
3.500
3.625
3.750
3.875
4.000
4.125
4.250
4.375
4.500
4.625
4.750
4.875
5.000
5.125
5.250
5.375
5.500
5.625
5.750
5.875
6.000
6.125
6.250
%
Remaining Balance:
?
Your Tax Rates:
Federal Capital Gains Tax:
?
%
State Capital Gains Tax:
?
%
Will you qualify for the
$250,000/$500,000 capital
gains tax exclusion?:
?
YES
NO
How much of an
exclusion will you get?:
?
Your Estimate of Annual Changes:
Annual Appreciation/
Depreciation of Asset:
?
%
What You Estimate For
Commissions When You Sell:
Real Estate Commissions:
?
%
Want to include Net Investment Income Tax (NII)
and State Transfer Taxes?
Click Here
.
