New property
Estimate a deal’s first-year performance from your assumptions.
Income & occupancy
Set the rent and vacancy assumptions that drive the analysis.
Vacancy is the percentage of scheduled rent expected to go uncollected. A common starting assumption is 5% (the default here); adjust it for local vacancy and turnover.
Property & purchase
Financing
Annual operating costs
Enter annual amounts. Debt service and income tax are excluded from NOI.
Fixed & committed
Taxes, insurance, and HOA dues. Review these at renewal or when buying.
Variable & manageable
Utilities, upkeep, reserves, management, and other costs. Compare vendors and budgets without assuming costs disappear.
Deal Strength
Based on current assumptions
Screen uses positive annual cash flow, cap rate ≥ 5%, cash-on-cash return ≥ 8%, and DSCR ≥ 1.25 when financed. Thresholds are general screening assumptions; local markets and investor goals differ. Not financial advice.
Year-one breakdown
How these numbers workSee what each metric includes and how it’s calculated.
Compare properties
First-year projections from each property’s current assumptions. Select a property to edit it.
| Property | Purchase price | Cash invested | Annual cash flow | Cash on cash | Cap rate | NOI | DSCR | Expense ratio | Occupancy |
|---|
Returns are pre-tax estimates. Occupancy is an economic assumption. DSCR is unavailable for a cash purchase.