We’re into day five of a series on “insider” investing for real estate agents! You have that insider knowledge because you’re INSIDE the market on a daily basis.
Yesterday’s and today’s worksheets will work in conjunction with more worksheets that we’ll share next week.
If you didn’t catch yesterday’s worksheet, get caught up on your homework and we’ll see if we can make that real estate dream a little more in sight for you!
This worksheet is to determine current fund sources.
Investment Funds Currently Available
Cash (net of required safety reserve): ______________
Life insurance cash value ______________
Notes receivable ______________
Subtotal – Liquid/Marketable +______________
Real Estate Equity Sold and Refinance Proceeds
Value of real estate to be sold _____________
Less: costs of sale _____________
Less: current mtg. bal. _____________
Less: taxes _____________
Real Estate Equity +______________ ____
Available Loan Amounts on
properties to be held
(only refinance to break-even) ______________
Less: costs of refinance ______________
Less: current loan balances _______________
Proceeds of Refinancing +__________________
Other Investment Capital
Subtotal – Other Investment Capital +__________
Equals your total investment funds currently available: $_______________(B)
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