My First Real Estate Investment Deal

My First Real Estate Investment Deal

Renter · Walnut Creek, CA · Member since 2009 · 3 posts · 0 votes

I have narrowed down my first real estate investment to three deals

1st one a triplex in stockton, ca for 143,000 with 20% down
deal looks like this 675 P&I 30 yr. fix, 145 tax's, 200 HOA needs about $15,000 of work. Should cash flow by 1400 a month or so.

2nd deal Concord, CA house price of 187,000 with 20% down deal looks like 882 P&I 30 yr. fix, 194 tax's. Deal should cash flow $500 a month

3rd deal condo in Antioch 50,000 grand with 20% down deal looks like it would cash flow of 340 a month.

Sorry for being naive but it feels like there are so many deals out there right now and I don't know if my first deal should be something small like the condo which will not appreciate for a while, triplex - great cashflow not much appreciation or the home.

Very confusing I have read my books saved my money and these are the best deals I can find and I am ready to act.

Thank you for any help would be appreciated

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  • Real Estate Investor · NY · Member since 2008 · 313 posts · 87 votes
    17y

    What are the rents?

  • Residential Real Estate Broker · Payson, AZ · Member since 2009 · 3k+ posts · 1k+ votes
    17y

    Sorry I couldn't read past the $1400 cash flow a month............what does the rest say?

  • Real Estate Investor · Myrtle creek , OR · Member since 2008 · 343 posts · 13 votes
    17y

    I assume Steve is no where near considering all the expenses in trying to cash flow properties, I to would like to hear what the rents are. Jim

  • Real Estate Investor · Myrtle creek , OR · Member since 2008 · 343 posts · 13 votes
    17y

    Steve, by my calculations the rent for the triplex would have to be $1,767 per unit to cash flow 1,400 per month by the 50% rule. Are rents in Stockton that high? Jim

  • San Antonio, TX · Member since 2009 · 3k+ posts · 1k+ votes
    17y

    Yes, I agree with the 50% rule. I'd also double check with the property management companies in the area to verify rents - they will tell you the real deal ;)

  • Renter · Walnut Creek, CA · Member since 2009 · 3 posts · 0 votes
    17y

    50% rule?

    Rents on the triplex equal 2550 a month after expenses you cashflow 1400 a month.

  • Rental Property Investor · Mercer Island, WA · Member since 2008 · 22k+ posts · 14k+ votes
    17y

    The 50% rule is described and debated at great length in several sticky posts (at the top of the list) in the Landlording forum.

    I assume you mean total rent for all three units is $2550 a month. That does NOT cash flow $1400 a month.

    Rent: $2550
    Expenses: $1275
    Net operating income: $1275
    P&I: $1051 ($158K, 7%, 30 years)
    Cash flow: $224

    Some folks would consider that too low for a triplex.

    With your 20% down and the $15K for rehab from your cash:
    P&I: $761
    Cash flow: $514/month
    Cash flow: $6167/year
    Cash on cash return: 12% (ignoring closing costs, which you shouldn't)

    That's on the low side, IMHO.

  • Renter · Walnut Creek, CA · Member since 2009 · 3 posts · 0 votes
    17y

    Expenses of 1275 how did you come up with that?

    What type of deal would you recommend for my first? I have cash saved and want to be at under 150,000 ideally under 100,000 on first deal?

  • Rental Property Investor · Mercer Island, WA · Member since 2008 · 22k+ posts · 14k+ votes
    17y

    50% of gross scheduled rents. That's the 50% rule. Do have a look at those thread in the Landlording forum. That includes taxes and HOA, which you mention, but numerous additional items you're skipping. Those include insurance, vacancies, eviction costs, tenant damage over the security deposits, a CPA, a lawyer, HOA assessments, make ready costs between tenants, advertising, etc., etc., etc. If I was going to manage a property myself, I'd tend to drop that percentage down. However, you have an HOA, and that's rarely good or controllable. So, I'd use 50% for this evaluation. And, I'd look carefully to be sure there's nothing that would make it higher. Such as an underfunded HOA and deferred maintenance that would cause a big bump. Or limitations on who you can rent to or a requirement for HOA board approval for anything you do or any tenants you want to rent to. Or a large number of "for rent" or "first month free" signs in the area.

    Make you first deal especially lucrative to make up for the mistakes you'll inevitably make. That way you can recover from the mistakes and go on to make money in this business. This deal isn't far off the mark, so it seem like you have a good location.

  • Real Estate Investor · Myrtle creek , OR · Member since 2008 · 343 posts · 13 votes
    17y

    Steve, I sent you a PM, watch for it. Jim

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