Should Your Clients Retain Their Rental Properties
or Sell Them? With the Rental
Property Analysis, you can evaluate the properties
in seconds for their total annual return (including equity build-up),
and for their effect on your clients’ cash flow, income taxes,
and net worth.
Should Your Clients Rent, Buy, or Sell Their
Home? The Residential
Property Analysis shows the effects that various
operating expenses and loan parameters have on the overall performance
of the residence as an investment. Your clients will learn whether
they are making or losing money by owning compared to renting. This
report also can be used to evaluate a property before a client makes
a purchase, by modeling the effect of the proposed purchase on cash
flow, income taxes, and net worth.
One of the questions most frequently asked
of financial advisors is whether it makes economic sense to obtain
entirely new financing or to refinance an existing debt. To answer,
you must be able to compare such factors as the interest, amortization,
payment, and balance differences between the loans, as well as how
their tax bracket will be affected by higher or lower interest expenses.
Analysis Report evaluates the economic differences
between a property’s existing financing and any proposed financing.
It pinpoints exactly how much money, if any, will be released by
the transaction, and it demonstrates the minimum after-tax return
needed to break even on reinvestment of the released equity.