Real estate is historically a rock-solid, tangible investment and you are wise to contemplate making real estate a part of your overall financial portfolio. 

Real estate is historically a rock-solid, tangible investment and you are wise to contemplate making real estate a part of your overall financial portfolio.

Typically, most real estate investors ask me to help them achieve one (or several) of these:

  • Income/Cash-flow
  • Portfolio diversification
  • Appreciation
  • Tax savings
  • Principal reduction

You have unique goals and ideas, and I believe you deserve better than a one-size-fits-all approach.

We can design a personalized strategy for you to –

  • achieve a strong cash return,
  • or obtain a more leveraged higher rate of return within a longer-term investment strategy,
  • or purchase a single family or multi-unit complex as a landlord,
  • or explore something else entirely!

The possibilities are unlimited, so let’s talk them over.

I’m ready when you are!

Investment Worksheet

This worksheet is meant to assist you with a snap shot look at a real estate investment property and begin the financial analysis required to make a knowledgeable decision. Keep it mind, it’s a tool based on cost estimates.

For a more comprehensive financial analysis, contact me directly and we can discuss my Investment Property Analysis Report. With this more detailed analysis, I can provide a customized report that will thoroughly review a property taking into account a specified period of time a property is held.

Have fun playing with the numbers!