Our Goal


Our Services

Financial Planning

Our Affiliates

 


Options


Example 1 - *Refinanced four units  

*Value - $1.2 million

*Loan - $518,000 *(No cash out)

*Term Of Goal – 60 months

*Results- Created cash flow of $2447 per month                                                                                                                                                                      

              - Invested at 9.5% -   Value in 5 years: $187,005

                                                 Value in 10 years: $481,375

       

 

Example 2 - *Refinanced property for $300,000 cash out

                    *$300,000 for 10 years @ 9.5% - value = $792,725

                    *For 15 year term – projected value = $1,240,378

                    *Property cash flows breakeven each month

 

Example 3 - *Client sells property for $1,085,000 / Nets $448,788

                    *Invested net proceeds at 9.5% projected growth

                    *Results - 10 years - $1,156,103 asset value

                                   - 15 years - $1,855,556 asset value

 

*Added value of examples #1 and #2 is both properties have strong equity remaining.

  Assets are performing in two/more markets.

*All results are estimates.

 

*Example 3 – Net proceeds presumed 25% capital gains tax and 7% cost of sale 

 

These examples present one central truth – Equity presents options to maximize growth in all markets.

 

 None of the examples represent guaranteed results.

 Please consult your tax professional for advice.