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Investment Analysis Calculator
Investment Analysis Form
Step 1 of 3
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First Name
Last Name
Email
Phone Number
Client Name
Property Name
Property Address
Date of Analysis
Calculate Vacancy Allowance?
Yes
No
Property Information
Purchase Price
Number of Units
Rentable Square Feet
Potential Gross Income
Misc Income
Number of Buildings
Year Built/Renovated
Annual Expenses Detail
Property Taxes
Insurance
Condo Fees
Landscaping and Snowplowing
Legal
Electric
Gas
Water
Garbage
Management
Other
Misc
Initial Investment
Down Payment
Closing Costs
Points
Misc
Loan Term
% Down Payment
Interest Rate
Loan Amount
Payment (Principal & Interest)
Interest Component
Principal Component
Loan Term (years)
Amortization (years)
Annual Operating Data
Arm
Capital Expenditure (if needed)
Prepared by Ohio Investments Group for
Email
Phone Number
Property Name:
Property Address:
Date of Analysis:
Prepared For:
* The analysis presented here is proforma and hypothetical and do not represent any guarantee of actual investment returns.
** Rental income, interest rates, fees and closing costs are subject to market conditions and may vary.
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