FIVE YEAR FORECAST
PRIMARY RESIDENCE
© 2023
Property Variables:
Percent Residential
Non Rental Property:
?
%
Current Value:
?
Purchase Price:
?
Rehab Costs :
?
First Mortgage:
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
6.250
6.375
6.500
6.625
6.750
6.875
7.000
7.125
7.250
7.375
7.500
7.625
7.750
7.875
8.000
%
Second Mortgage:
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
6.250
6.375
6.500
6.625
6.750
6.875
7.000
7.125
7.250
7.375
7.500
7.625
7.750
7.875
8.000
%
Your Tax Rates:
Federal Capital Gains Tax:
?
%
State Capital Gains Tax:
?
%
Ordinary Income Tax Rate:
?
%
Depreciation Recapture
Federal Tax Rate:
?
%
Will you qualify for the
$250,000/$500,000 capital
gains tax exclusion?:
?
YES
NO
How much of an
exclusion will you get?:
?
Depreciation Variables:
Building Value:
?
Accumulated Depreciation:
?
Your Estimate of Annual Changes:
Annual Appreciation/
Depreciation of Asset:
?
%
What You Estimate For
Commissions When You Sell:
Real Estate Commissions:
?
%
