Real Estate Investment Statement

Real Estate Investment Statement

This Real Estate Investment Statement offers a comprehensive analysis of the financial performance and property portfolio overview for the specified investment period. It provides valuable insights into rental income, expenses, net operating income, and future projections, aiding informed decision-making for the investor.

Investor Name:

[Investor Name]

Investment Period:

[Investment Period]

Property Portfolio Overview

Property Address

Type

Purchase Price

Current Value

Gross Rental Income

Expenses

Net Operating Income

Ulen, MN

Single Family

$200,000

$220,000

$18,000

$3,500

$14,500

New York, NY

Duplex

$300,000

$320,000

$28,000

$5,000

$23,000

Seattle, WA

Apartment

$500,000

$550,000

$50,000

$12,000

$38,000

Total Portfolio Performance

Total Portfolio Value

$1,090,000

Total Gross Rental Income

$96,000

Total Expenses

$20,500

Total Net Operating Income

$75,500

Financial Summary

Total Rental Income

$96,000

Total Expenses

$20,500

Net Operating Income

$75,500

Return on Investment

7.55%

Future Projections

Rental Income

5% annually

Expenses

3% annually

Notes

  • Property values are based on recent appraisals.

  • Rental income is gross income before deducting expenses.

  • Expenses include property taxes, insurance, maintenance, and management fees.

  • Net Operating Income is calculated by subtracting total expenses from gross rental income.

  • ROI is calculated based on the initial investment in the properties.

Real Estate Templates @ Template.net