Run the numbers

Investor tools and calculators for Orange County

Five calculators we actually use with Orange County clients. Everything runs in your browser, nothing is sent anywhere, nothing is stored.

Mortgage payment

Principal, interest, taxes, insurance and HOA, the real monthly number.

Monthly principal & interest

$4,804

Total monthly payment

$5,825

  • Principal & interest$4,804
  • Property tax$871
  • Insurance$150
  • HOA$0
Down payment
$190,000
Loan amount
$760,000
Total interest
$969,338
Payments
360

Rental ROI

Cap rate, cash-on-cash return and monthly cash flow on any deal.

Cap rate

5.08%

Cash on cash

-2.44%

Monthly cash flow

-$442

Cash invested

$217,500

Effective rent (after vacancy)
$3,990
Management fee (6%)
− $239
Operating expenses
− $450
Debt service
− $3,742
Net operating income (yr)
$39,607
Loan amount
$562,500
Gross rent multiplier
14.9

Negative carry of $442 per month. Raise rent, cut expenses, or put more down.

Rental cash flow

Monthly and annual cash flow after every cost, including our flat 6% management.

Monthly cash flow

$245

Annual cash flow

$2,940

Cash on cash

1.63%

Total monthly costs

$2,755

Gross monthly rent
$3,000
Mortgage (P&I)
− $1,600
Property tax
− $550
Insurance
− $125
HOA dues
− $0
Management fee (6%)
− $180
Vacancy (5%)
− $150
Maintenance (5%)
− $150

Positive cash flow of $245 per month, $2,940 a year, a 1.63% cash-on-cash return on $180,000 invested.

Rent vs buy

What renting costs against what owning nets over your horizon.

Renting, 7 yrs

$354,741

Rent paid, nothing recovered.

Owning, net 7 yrs

$157,760

Payments and carry, less equity built.

Down payment
$190,000
Mortgage payment (P&I)
$4,804/mo
Payments made
$403,512
Taxes, insurance, upkeep
$85,750
Home value in 7 yrs
$1,208,665
Loan balance remaining
$687,163
Equity at horizon
$521,502

Buying comes out ahead by about $196,981 over 7 years. Simplified: excludes tax deductions, closing and selling costs, and returns on invested savings.

Management fees

Flat 6% on single-family rentals, 4% on total HOA dues. Nothing else.

A flat 6% of collected monthly rent. Month-to-month after the first 90 days, 30-day written termination any time.

Management fee, 6% of rent

$228/mo

Monthly rent
$3,800
Owner net per month
$3,572
Owner net per year
$42,864
Annual fee
$2,736

$0 setup, onboarding, marketing, tech, markup or termination fees

  • No setup fee
  • No onboarding fee
  • No marketing fee
  • No technology fee
  • No maintenance markup fee
  • No termination fee

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