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Updated almost 6 years ago, 03/06/2019

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
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Four Unit Deal Analysis...ready... set... comment...

Chris Taylor
  • Cleveland, OH
Posted

View report

*This link comes directly from our calculators, based on information input by the member who posted.

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Caleb Heimsoth

His quote just covers loss up to a certain amount. It’s does not cover replacement value. Like I said, I have to look into it more. Replacement cost insurance on this particular property is $200 versus $100 per month. I’m rounding but from what the agent told me it’s about double what a landlord policy is. I cannot speak on what lenders require but I will definitely inquire when I get to that point. Thanks for sharing your experience.

User Stats

7,695
Posts
7,856
Votes
Caleb Heimsoth
  • Rental Property Investor
  • Durham, NC
7,856
Votes |
7,695
Posts
Caleb Heimsoth
  • Rental Property Investor
  • Durham, NC
Replied
Originally posted by @Chris Taylor:

@Caleb Heimsoth

His quote just covers loss up to a certain amount. It’s does not cover replacement value. Like I said, I have to look into it more. Replacement cost insurance on this particular property is $200 versus $100 per month. I’m rounding but from what the agent told me it’s about double what a landlord policy is. I cannot speak on what lenders require but I will definitely inquire when I get to that point. Thanks for sharing your experience.

Underwrite the deal with the higher premium because I can almost guarantee it your bank will require it.  Every bank I’ve ever talked to including portfolio lenders require that.

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User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Caleb Heimsoth

Oh I’m not offering on the deal. I decided against it. It doesn’t fit my short term goals. Thanks for the heads up.

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Caleb Heimsoth

You should connect with @Damon Rucker.  He contacted my agent and sent me this...

Damon Rucker Sent 6 hours ago

Dude. This was a major money saver for me!!! I called him today! Thanks for the referral!

I think there must be some reason that your lender or insurer will not insure you for just ACV (actual cash value or market value) and I would find out what that reason is.  I also talked to another investor I work with yesterday.  He has multiple properties with mortgages all insured for a little over what the ACV is.  This way if something happens he pays of the mortgage, recoups his initial investment, and still puts some money in his pocket.    

User Stats

6
Posts
0
Votes
Henry Shen
  • Seattle, WA
0
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6
Posts
Henry Shen
  • Seattle, WA
Replied

@Chris Taylor

Hi Chris,

I saw that you decided not to offer for this property but I had a few questions since I am analyzing a few multi-family properties in the PNW area. You mentioned that you used actual expense numbers for monthly expenses ($1,716.38) but I noticed that you also had a section that had a 50% rule for expenses (1097.50) + mortgage/interest payments of (599.55) = 1697.05. Trying to get some clarification on the discrepancy of numbers. 

Other than that, great analysis and great feedback from people.

User Stats

4,353
Posts
1,722
Votes
Sam Shueh
  • Real Estate Agent
  • Cupertino, CA
1,722
Votes |
4,353
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Sam Shueh
  • Real Estate Agent
  • Cupertino, CA
Replied

Appears to be a good deal and great cap.  I think you can get mortgage less than 6%. Commercial is about 5% ish right now.

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Henry Shen

The 50% rule is just a quick calculation that some investors use to quickly estimate cash flow without doing a full analysis. I use the BiggerPockets rental calculator and enter in actual expenses or at least to the best of my ability. BiggerPockets automatically adds the 50% rule to the end of the analysis to give you another comparison. There's an article somewhere on BiggerPockets that explains the reasoning in more detail. But basically what they are saying is that over time you spend 50% of your gross rental income on expenses not including your PITI. So you take your gross rental income, divide by 2 then subtract your PITI and that is your estimated cash flow. I would use that because as you can see it can vary from actual expenses. But it also gives you and idea if you're estimating your expenses too low.

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Sam Shueh

It is a decent deal. Just doesn’t fit my short term plan. I would not gain equity quickly enough since it is turnkey so my money would be tied up for longer than I would like. For my first investment I would like to have some forced equity to roll into the next purchase.

User Stats

114
Posts
40
Votes
Chris Taylor
  • Cleveland, OH
40
Votes |
114
Posts
Chris Taylor
  • Cleveland, OH
Replied

@Sam Shueh

Correction to the above post. I wouldn’t use the 50% rule to determine the cashflow of a property but it helps determine how you are judging your expenses.