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Investment Property Analysis Sheet

 

If you are interested or have a question on your property in regards to: Selling, Refinancing or you wish to know how much your property and investment worth today please fill out the form below and remember, Following Information is necessary to complete our calculation please answer all the questions which applies towards your property. The more information completed on this form, the more complete and professional your output report will be.

 

Property Information

 
1. Property or Project Name:
 
2. Subject property address, City, State, Zip:
 
3. Assessors Parcel Number OR APN# on your property:
 
4. Property Type:
 
A. Number of Units:
   
  B: What is your Property ZONE?:
   
  C. If your Property is apartment please provide the Units Types:
 

# of Studio:

  # of 1 BR:  
  # of 2 BR:  
  # of 3 BR:  
  # of 4 BR:  
   
  D: Total Number of Parking spaces:
   
  E: Total Number of Vacant Units:
   
  F. Rent Schedule for all Properties:
 
Unite # 1 Unite # 21
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #2 Unite #22
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #3 Unite #23
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #4 Unite #24
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #5 Unite #25
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #6 Unite #26
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #7 Unite #27
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #8 Unite #28
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #9 Unite #29
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #10 Unite #30
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #11 Unite #31
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #12 Unite #32 
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #13 Unite #33
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #14 Unite #34
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #15 Unite #35
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #16 Unite #36
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #17 Unite #37
  Unite Type: Unite Type: 
  Rent: Rent:
     
  Unite #18 Unite #38
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #19 Unite #39
  Unite Type: Unite Type:
  Rent: Rent:
     
  Unite #20 Unite #40
  Unite Type: Unite Type:
  Rent: Rent:
 
  G. Is your property in a Rent Control Area:
   
  H. If your property is office building what is the number of your floors:
   
  I. If your property is a Warehouse/Industrial what is the Sq. Ft. on:
  Office Space:
  Warehouse/Industrial Space:
   
  J. Will you use this property for 1031:
   
5. Year Built:
 
6. Total Sq. Ft. of Property:
 
7. Net Rentable Sq. Ft.:
 
8. First Loan:
 
9. First Loan Balance:
 
10. First Loan Due date in yrs.:
 
11. First Loan Interest Rate:
 
12. First Monthly Principal & Interest Payment:
 
13. Loan Type:
 
14. Is Loan Assumable:
 
15. Cost to Assume:
 
16. Second Loan:
 
17. Second Loan Balance:
 
18. Second Loan Interest Rate:
 
19. Second Monthly Principal & Interest Payment:
 
20. Second Loan Due Date in yrs:
 
21. Loan Type:
 
22. Is Loan Assumable:
 
23. Cost to Assume:
 
  

Client Information

 
24. Owner/s Name:
 
25. Owner/s Mailing Address:
 
26. Owner/s Telephone #:
 
27. Owner/s E-mail address:
 

Property Expenses

 
28. Expenses based on % of GSI (Answer this question if you know the answer, otherwise leave blank):
 

OR

 
29. Taxes-Property:
Who Pays:
 
30. Taxes-Payroll:
Who Pays:
 
31. Insurance - F&L:
Who Pays:
 
32. Insurance - Workers Comp:
Who Pays:
 
33. Utilities - Gas:
Who Pays:
 
34. Utilities - Electric:
Who Pays:
 
35. Utilities - Water:
Who Pays:  
 
36. Services - Trash:
Who Pays:
 
37. Services - Gardner:
Who Pays:
 
38. Supplies & Miscellaneous:
Who Pays:
 
39. Advertising:
Who Pays:
 
40. Repairs & Maintenance:
Who Pays:
 
41. Pest Control:
Who Pays:
 
42. Licenses:
Who Pays:
 
43. Pool Service:
Who Pays:
 
44. Elevator:
Who Pays:
 
45: Security:
Who Pays:
 
46.Residence Manager:
Who Pays:
 
47. Professional Manager:
Who Pays:
 
48. Other:
Who Pays:
 
49. Other:
Who Pays:
 
50. Other:
Who Pays:
  

  

 
The following information and calculations provided by Sean Daryani & Team is based on the written and verbal information provided by the prospective seller and or listing broker, as of the date of this document. Any and all prospective clients are strongly advised by Sean Daryani & Team to employ a professional Legal advice and professional Tax consultant for their final acceptance and verification of given information by Sean Daryani & Team prior to entering into any and all written agreements or contracts.
 

 

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valencia real estate westridge-realestate westridgefinehomes westridge valencia santa clarita westridge real estate