RealEstate Investment Cost Worksheet

Sales Price: ______________

1. Start-Up Costs:

  • LLC Formation Cost: $__________

  • Down Payment: $__________

  • Closing Costs: $__________

  • Architect Fees (if needed): $__________

  • Variance Fees (for zoning, if needed): $__________

  • Lawyer Fees (beyond closing, if needed): $__________

Total: ______________

2. Monthly Carrying Costs:

  • Property Insurance: $__________ per month

  • Real Estate Taxes: $__________ per month

  • Utilities (Electric, Water, Gas, etc.): $__________ per month

  • Mortgage Payments: $__________ per month

  • Renovating Loan Payments: $__________ per month

  • Landscaping Maintenance: $__________ per month

Total: _______________

3. Renovation Costs:

  • Structural Repairs: $__________

  • Demolition/Dumpster: $__________

  • Kitchen: $__________

  • Bathrooms: $__________

  • Roofing: $__________

  • Plumbing: $__________

  • Electrical: $__________

  • HVAC: $__________ (Zones?)

  • Windows: $__________

  • Flooring: $__________

  • Painting: $__________

  • Fixtures (Lighting, Cabinets, sinks, faucets, tiles, toilets, bathtubs, etc.): $__________

  • Appliances: $__________

  • Exterior Work (Driveway, Deck, etc.): $__________

  • Miscellaneous Renovations: $__________

  • Permit Fees: $__________

  • Landscaping: $__________

Total Renovation Costs: _______________

4. Total Closing Costs:

  • Closing Fee: $__________

  • Realtor Commission: $__________

  • Transfer Fee: $__________

Total Closing Costs: _______________

Total Estimated Investment (1-4): $__________

Projected Sales Price: $_______________

Projected Profit: $____________________

Other items involved: demolition, gutter installation, siding options, painting brick or siding, electrical upgrades, upgrading water and sewer lines, crown molding installation, hardware (hinges and door knobs), dry locking the foundation, egress window installation, and closing off basement doors.