Christee Investment Property Analysis Quick Start
The purchase of income producing or rental property will be evaluated differently depending upon the investor’s goals. Christee provides all the analytics to allow for an informed decision.
The purchase of income producing or rental property will be evaluated differently depending upon the investor’s goals. Christee provides all the analytics to allow for an informed decision.
1. Required Cash and Rate of Return
2. Mortgage details including Debt Service and Debt Service Ratio
3. Income Analysis details including Net Operating Income, Cash Flow Projections, Tax Deductions, and Potential Tax Savings
4. Future Value Projections including Future Equity, Gross Profits, and Cash Analysis
5. Depreciation Report detailing Depreciation Basis, Annual Schedules for Straight, and Accelerated Depreciation
6. Potential Tax Overview including Capital Gains Basis, Net Profits, Capital Gain Taxes for both Federal and State, Recapture Amount, and Recapture Taxes
7. Investment Ratios such as ROI, Cap Rate, Debt Service Ratio, Return on Cash, GRM, and Return of Capital
Below is a brief explanation for the required and optional inputs.
Additionally, in the browser input form, there is a brief description for each input.
Tip. A rate of 3 and one eight is entered as 3.125.
Tip. Even if you are purchasing cash, you will need to enter a rate which will be ignored in report.
Tip. In the investment module, Christee does not restrict results to qualifying ratios.
Tip. If you are not evaluating a specific property with known property taxes, you should leave this blank. Christee will estimate taxes on a hypothetical purchase.
Tip. Closing cost that are date sensitive such as interim interest or property tax adjustments will be based on this date. Otherwise, adjustments will be based upon preparation date, plus one month.
Tip. If you enter Max Loan Amount and Max Down Payment % , Christee will resolve potential conflicts.
Tip. Christee will resolve any conflict between credit as a percent and credit as a dollar amount.
Tip. If you select ‘yes’, then the interest, mortgage term, and any other entries relating to a mortgage will be ignored.
Tip. If PMI is included in your mortgage rate, then select ‘Yes’ to Private Financing to avoid calculation of PMI.
Tip. You may enter up to 100% LTV with Private Financing, otherwise LTV capped at 90%.
Tip. Please research or consult an expert for better understanding of Cost Segregation.
Tip. If this field is blank, then you may download the PDF report.
Tip. Make sure you hit the ‘submit’ button after entering an email address.
Results will be displayed in your browser. Additional detail is available in the PDF file. Please review results with a recommended AskChristee Agent and Lender.
See the Resources tab for more Information. Visit Video tab for demonstration and greater insight.