REFIS — Investment Return Calculator

1 Property Profile

Property Type * Property Type is required.

County (optional)

Property Address * Property Address is required.

City (optional)

Zip Code (optional)

Folio / PID (optional)

MLS Number (optional)

Case Number (optional)

2 Investment Information

Property Purchase Price ($) *

Property Purchase Price is required and must be greater than $0.

Expected Monthly Rental Income ($) *

Monthly Rental Income is required.

Property Tax — Annual ($) *

Property Tax is required.

Initial Capital Expenditures ($) (optional)

Pre-rental renovation / prep costs (one-time, not included in annual CF)

HOA Assessment (optional)

HOA Special Assessment (optional)

Insurance (optional)

Property Management Fee (optional)

If % of rent, enter percentage (e.g. 8 for 8%)

Estimated Annual Vacancy (optional)

Broker Fees (new tenant) (optional)

One-time fee when a broker finds a new tenant

Contingencies (optional)

Reserve for repairs, upgrades, cleaning, painting

Estimated Average Inflation Rate — Next 5 Years (%)

Used to project nominal dollar expenses in the 5-Year Forecast. Mortgage payments are fixed and not adjusted. Percentage-based expenses (vacancy %, contingencies %, PM %) adjust with income.

Financed with Mortgage?

No — All Cash Yes — Financed

3 Key Performance Indicators

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Cap Rate

Operating Return

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ROI

Return on Investment

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DCR

Debt Coverage Ratio

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Annual Net Cash Flow

After all expenses

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Annual Income

Gross rental income

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Total Expenses

Operating + Non-op

4 Annual Cash Flow Detail

Item	Annual ($)	% of Income

5 Market Rate Benchmarks

Loading FRED data…

Instrument	Yield / Rate	vs Cap Rate

6 Visual Analysis

Risk–Return Positioning

Expense Breakdown

5-Year Cash Flow Projection

5-Year Projection Detail

Metric	Year 1	Year 2	Year 3	Year 4	Year 5

7 Pricing & Rate Analysis

📌 Appropriate Purchase Price Analysis

Given the current income and expenses, calculate the price point that achieves a target Cap Rate.

Target Cap Rate (%)