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INVESTMENT PROPERTY PORTFOLIO ANALYSIS (IPPA)
Let us help you accelerate your real estate investment returns. To learn more and get started please complete the IPPA request form below.
INVESTMENT PROPERTY PORTFOLIO ANALYSIS (IPPA)
Realty Yield’s proprietary
Investment Property Portfolio Analysis (IPPA)
will first analyze and summarize the performance of your current real estate holding(s) from a return on invested capital/equity standpoint. From there, "options" will be assessed and calculated to see where improvements (higher returns) can be attained.
Sample IPPA Report
Let us help you improve investment returns and accelerate your capital (equity) growth.
HOW DO WE ANALYZE A PROPERTIES?
Projections are made presenting pre-tax cash flow, income tax burden, debt/loan effect on investment yield, and projected appreciation impact. If your current holdings include multiple properties each property will be analyzed individually as well as cumulatively.
Two fundamental strategic approaches are evaluated; the first is cash-out refinancing with the reinvestment of “pulled” net proceeds; and the second is the selling of current properties and reinvesting of all the net sale proceeds. A combination of both these approaches is then also evaluated. The investment returns from each strategy (and a combination of these options) are then compared to the current returns being generated to determine if there is an opportunity to improve the financial performance of invested capital (equity).
The IPPA Process
List of Services
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Step 1List Item 1
GATHER INFORMATION
The operating data (income and expenses) for each property, any debt (mortgage) information, and finally property acquisition and estimated current valuation data is provided by the owner/investor.
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Step 2List Item 2
GENERATE PROPERTY ANALYSIS SUMMARY
This data is used by Realty Yield to generate a summary of the investment return on invested capital (equity) for each property in an investor's current portfolio. Additionally, the cumulative investment returns of all properties owned is presented in a consolidated summary format. The four-(4) primary engines impacting investment real estate returns (pre-tax cash flow, income tax burden, debt/loan effect on investment yield and projected appreciation impact are all factored. Additionally, a tax basis computation is calculated for even greater accuracy.
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Step 3
EXAMINE REALLOCATION OPTIONS
Reallocation options of invested capital (equity) are examined.
The first alternative analyzed focuses on a cash-out refinance scenario utilizing the available “pulled” net proceeds for reinvestment into a new property-(s). The cumulative returns of the current property-(s) with new loan-(s) PLUS the new property-(s) are compared to the current as-is situation.
The second alternative analyzes the option of selling existing property-(s) and reinvesting the total net sale proceeds. Once again, a comparison is made between the proposed new property-(s) and the current as-is situation.
A comparison is then made between the refinance and reinvest, and the sell and reinvest strategies. As mentioned above a combination of incorporating both strategies is also analyzed. The optimum allocation of invested capital (equity) is found to maximize overall leveraged returns. All relevant tax basis, depreciation and debt/loan information is carefully examined and considered.
Lastly, and most importantly all strategic options analyzed and recommended are always 100% consistent with an investor's goals and risk/return tolerance.
Request Investment Property Analysis (IPPA)
Please tell us some details about your current real estate investment situation, so we can better assist you in providing the Investment Property Portfolio Analysis (IPPA).
*Disclaimer. The IPPA is conditionally Complimentary for owners/investors with properties located in the State of Oregon. For out-of-state owners/investors this service is fee-based. Please
contact us for a quote and further details.
IPPA REQUEST FORM
*Disclaimer. The IPPA is Complimentary for owners/investors with one or more properties located in the State of Oregon. For out-of-state owners/investors this service is fee-based. Please contact us for a quote.
“Navigating the complex waters of real estate investing requires a trusted guide. Any serious investor needs a specialist who knows the terrain; someone who has been there before, put in the years, developed proven methodologies, and established vital business partners through honesty and loyalty. At Realty Yield your best interests are always paramount."
Mike Carlson
Founder, President & Principal Investment Real Estate Broker
OREGON REAL ESTATE BROKER
Our commitment, knowledge, and experience make us the best, most complete, one-stop resource for assisting real estate investors in creating lasting wealth through income-producing real estate.