New Construction Fort Worth
Fort Worth, TX 76104
4bd • 5ba • Built: 2025
DFW New Construction Duplex-Opportunity Zone
| Estimated Square Feet | 1,856 | | Initial Market Value | $389,000 | | Purchase Price | $389,000 | | Downpayment | $97,250 | | Loan Origination Fees | $0 | | Depreciable Closing Costs | $28,203 | | Other Costs and Fixup | $0 | | Approximate Cash Invested | $125,453 | | Cost per Square Foot / per Bedroom | $210 / $97,250 | | Monthly Rent per SQFT / per Bedroom | $1.72 / $800 |
| Projected Income | Monthly | Annual |
|---|
| Projected Rent | $3,200 | $38,400 | | Vacancy Losses | ($256) | ($3,072) | | Operating Income | $2,944 | $35,328 |
| Estimated Expenses | Monthly | Annual |
|---|
| Property Taxes | ($736) | ($8,830) | | Insurance | ($178) | ($2,140) | | Management Fees | ($177) | ($2,120) | | Leasing/Advertising Fees | $0 | $0 | | Association Fees | $0 | $0 | | Maintenance | ($64) | ($768) | | Other (Utilities, Supplies, etc.) | $0 | $0 | | Operating Expenses | ($1,155) | ($13,857) |
| Net Performance | Monthly | Annual |
|---|
| Net Operating Income | $1,789 | $21,471 | | - Mortgage Payments | ($1,564) | ($18,773) | | = Cash Flow | $225 | $2,698 | | + Principal Reduction | $359 | $4,312 | | + Inflation Induced Debt Destruction® (IIDD) - Beta | $729 | $8,753 | | + First-Year Appreciation | $1,945 | $23,340 | | = Gross Equity Income | $3,259 | $39,102 |
| | Mortgage Info | First | Second |
|---|
| Loan-to-Value Ratio | 75% | N/A | | Loan Amount | $291,750 | N/A | | Monthly Payment | $1,564.39 | N/A | | Loan Type | Amortizing Fixed | N/A | | Term | 30 Years | N/A | | Nominal / Real Interest Rate | 4.990% / 1.990% | N/A | | Monthly PMI | $0 | N/A |
| Empowered Investor® Indicators | |
|---|
| Rent-to-Value Ratio™ (RV Ratio™) | 0.8% | | Debt Coverage Ratio | 1.14 | | Annual Gross Rent Multiplier | 10 | | Capitalization Rate | 5.5% | | Cash on Cash Return | 2% | | Return on Investment | 24% | | Return on Investment with IIDD | 31% | | + Tax Benefits: Deductions, Depreciation, 1031 Exchange, etc. |
| Assumptions & Projections | |
|---|
| Projected Appreciation Rate | 6% | | Projected Inflation Rate | 3% | | Vacancy Rate | 8% | | Management Fee | 6% | | Maintenance Percentage | 2% |
| Comments |
|---|
| Credit available to buy down interest rate to 4.99% or to use for closing costs or prepaid property management. | *Information is not guaranteed and investors should do their own research, get professional advice and conduct due diligence prior to investing.
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