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Property Investment Report

Loan Amount:

Property:

Name of Property:

Address of Property:

Type of Property:

Description of Property:

Yield:

Photograph of Property:

TERMS

Term of Investment...months

Current investment rate...%

Interest rate ceiling......

Interest rate floor........

Discounts to lender........

Repayment schedule.........

Monthly payment............

Purchase price.........$...

Current balance owing..$...

Term date............months

Late charge(s).........$...

Prepayment penalty.........

EQUITY ANALYSIS

Appraised value.....$......

First trust deed....$......

Beneficiary................

Payment.............$......

Interest rate.............%

Matures....................

Second trust deed..........

Beneficiary................

Monthly payment............

Interest rate.............%

Matures....................

Loan-to-value ration.......

BORROWERS # 1

Name(s)....................

Net worth...........$......

Occupation.................

Employer...................

Income.....................

BORROWERS # 2

Name(s)....................

Net worth..........$.......

Occupation.................

Employer...................

Income.............$.......

BORROWERS # 3

Name(s)....................

Net worth..........$.......

Occupation.................

Employer...................

Income.............$.......

Ownership %................

OPERATING STATEMENT

Income:

Rental................$....

Other net income......$....

Total income:.........$....

Expenses:

Gas and electric......$....

Insurance.............$....

Management offsite....$....

Management onsite.....$....

Sewage................$....

Repairs...............$....

Maintenance...........$....

Supplies..............$....

Rubbish removal.......$....

Water rates...........$....

Legal costs...........$....

Miscellaneous.........$....

Total expenses........$....

Net operating income..$....