AMM- Investment Property Portfolio Tracker
of 15
-
Upload
greg-suefong -
Category
Documents
-
view
223 -
download
0
Transcript of AMM- Investment Property Portfolio Tracker
-
8/8/2019 AMM- Investment Property Portfolio Tracker
1/15
Property Portfolio Tracker
LONG TERM GOAL** : $5,000,000
CURRENT STRATEGY TO ACHIEVE GOAL : 1 property per 5
Year 2010Figures below are summaries of the proceeding worksheets
Property 1 Property Value Total Income Total Expenses Net rent Rental Yield
450000 21000.00 1350.00 19650 4.67%
Property 2 Property Value Total Income Total Expenses Net rent Rental Yield
0 0.00 0.00 0 0.00%
Property 3 Property Value Total Income Total Expenses Net rent Rental Yield0 0.00 0.00 0 0.00%
Property 4 Property Value Total Income Total Expenses Net rent Rental Yield
0 0.00 0.00 0 0.00%
-
8/8/2019 AMM- Investment Property Portfolio Tracker
2/15
ears
Equity Available 5yr Growth Est 10 yr Growth Est
19650 360000 5 7 yes
Equity Available 5yr Grwth Estimate 10 yr growth Est
0 0 % %
Equity Available 5yr Grwth Estimate 10 yr growth Est
0 0 % %
Equity Available 5yr Grwth Estimate 10 yr growth Est
0 0 % %
Total Costafter TaxBenefit
Property still fitsStrategy and longterm goals?
Total Costafter TaxBenefit
Property still fitsStrategy and longterm goals?
Total Costafter Tax
Benefit
Property still fitsStrategy and long
term goals?
Total Costafter TaxBenefit
Property still fitsStrategy and longterm goals?
-
8/8/2019 AMM- Investment Property Portfolio Tracker
3/15
yes
no
NARenovationPotential?
RentalIncreasePotential?
RenovationPotential?
RentalIncreasePotential?
Renovation
Potential?
RentalIncrease
Potential?
RenovationPotential?
RentalIncreasePotential?
-
8/8/2019 AMM- Investment Property Portfolio Tracker
4/15
Property Name:
Annual Rec
INCOMEAUD July, 2009 August, 2009 September, 2009 October, 2009Rent paid 3000.00 3000.00 3000.00 3000.00
EXPENSESD Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land TaxN Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation) 200.00
S Stationary, Telephone & postage 200.00 200.00
T Travel expenses
U Water Charges
V Sundry Rental Expenses
W Total expense amounts 200.00 200.00 200.00 0.00
X NET RENT - ie total income minus total expenses
Calculations
Property Value
This Figure is from Residex Actual Figure
$450,000 4.67% 0% $360,000 $-
RentalYield %
TotalExpensesas % ofvalue
EquityAvailable
Actual taxFlow BenefitfromPreviousYear
This istotal rentdividedbypropertyvalue
ie W/propertyvalue
-
8/8/2019 AMM- Investment Property Portfolio Tracker
5/15
rding of Income and Costs
November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010
3000.00 3000.00 3000.00
750.00
0.00 0.00 750.00 0.00 0.00 0.00 0.00 0.00
Actual Figures
350000
$19,650 4 8 5 7
Est of Totalcosts per yearafter taxbenefit
Actual LoanBalance
Past 12mthGrowth
Past 10 yearGrowth
FutureGrowth 5yrs
FuturreGrowth 8years
Net rent minuslast years taxbenefit
% fromResidex
% fromResidex
% fromResidex
% fromResidex
-
8/8/2019 AMM- Investment Property Portfolio Tracker
6/15
Total
21000.00
0.00
0.00
750.00
0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
200.00
400.00
0.00
0.00
0.00
1350.00
$19,650
-
8/8/2019 AMM- Investment Property Portfolio Tracker
7/15
Property Name
Annual Rec
INCOMEAUD July, 2009 August, 2009 September, 2009 October, 2009Rent paid
EXPENSESD Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land TaxN Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses
W Total expense amounts 0.00 0.00 0.00 0.00
X NET RENT - ie total income minus total expenses
Calculations
Property Value
This Figure is from Residex Actual Figure
$- #DIV/0! #DIV/0! $- $-
RentalYield %
TotalExpensesas % ofvalue
EquityAvailable
Actual taxFlow BenefitfromPreviousYear
This istotal rentdividedbypropertyvalue
ie W/propertyvalue
-
8/8/2019 AMM- Investment Property Portfolio Tracker
8/15
rding of Income and Costs
November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Actual Figures
$- % % % %
Est of Totalcosts per yearafter taxbenefit
Actual LoanBalance
Past 12mthGrowth
Past 10 yearGrowth
FutureGrowth 5yrs
FuturreGrowth 8years
Net rent minuslast years taxbenefit
% fromResidex
% fromResidex
% fromResidex
% fromResidex
-
8/8/2019 AMM- Investment Property Portfolio Tracker
9/15
Total
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$-
-
8/8/2019 AMM- Investment Property Portfolio Tracker
10/15
Property Name
Annual Rec
INCOMEAUD July, 2009 August, 2009 September, 2009 October, 2009Rent paid
EXPENSESD Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land TaxN Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses
W Total expense amounts 0.00 0.00 0.00 0.00
X NET RENT - ie total income minus total expenses
Calculations
Property Value
This Figure is from Residex Actual Figure
#DIV/0! #DIV/0! $- $-
RentalYield %
TotalExpensesas % ofvalue
EquityAvailable
Actual taxFlow BenefitfromPreviousYear
This istotal rentdividedbypropertyvalue
ie W/propertyvalue
-
8/8/2019 AMM- Investment Property Portfolio Tracker
11/15
rding of Income and Costs
November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Actual Figures
$- % % % %
Est of Totalcosts per yearafter taxbenefit
Actual LoanBalance
Past 12mthGrowth
Past 10 yearGrowth
FutureGrowth 5yrs
FuturreGrowth 8years
Net rent minuslast years taxbenefit
% fromResidex
% fromResidex
% fromResidex
% fromResidex
-
8/8/2019 AMM- Investment Property Portfolio Tracker
12/15
Total
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$-
-
8/8/2019 AMM- Investment Property Portfolio Tracker
13/15
Property Name
Annual Rec
INCOMEAUD July, 2009 August, 2009 September, 2009 October, 2009Rent paid 0.00
EXPENSESD Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening 0.00
K Insurance
L Interest
M Land TaxN Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses
W Total expense amounts 0.00 0.00 0.00 0.00
X NET RENT - ie total income minus total expenses
Calculations
Property Value
This Figure is from Residex Actual Figure
$- #DIV/0! #DIV/0! $- $-
RentalYield %
TotalExpensesas % ofvalue
EquityAvailable
Actual taxFlow BenefitfromPreviousYear
This istotal rentdivided bypropertyvalue
ie W/propertyvalue
-
8/8/2019 AMM- Investment Property Portfolio Tracker
14/15
rding of Income and Costs
November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Actual Figures
$- $- 0 % % %
Est of Totalcosts per yearafter taxbenefit
Actual LoanBalance
Past 12mthGrowth
Past 10 yearGrowth
FutureGrowth 5yrs
FuturreGrowth 8years
Net rent minuslast years taxbenefit
% fromResidex
% fromResidex
% fromResidex
% fromResidex
-
8/8/2019 AMM- Investment Property Portfolio Tracker
15/15
Total
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$-
