Free Real Estate Investment Statement Template
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.
