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:
Mortgage Rate: %
Remaining Balance:
Second Mortgage:
Original Mortgage
Amount:
Mortgage Term:
Mortgage Term: %
Remaining Balance:
Your Tax Rates:
Federal Capital Gains Tax: %
State Capital Gains Tax: %
NII Tax: %
Transfer Tax: %
Will you qualify for the
$250,000/$500,000 capital
gains tax exclusion?:
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: %