Preliminary Screening Tool — Educational Only
Preliminary Deal Analyzer
Model acquisition, financing, holding, resale, and rental scenarios using your own assumptions. Results update as you type. This tool is educational — not an appraisal, investment advice, or a guarantee of any outcome.
Acquisition & Financing
Rehabilitation & Holding
Resale
Rental Scenario
Sensitivity check
Small changes in resale price, rehab cost, or timeline can change the outcome materially. Each row below re-runs your assumptions with one stress applied.
| Scenario | Est. net profit | Est. ROI |
|---|---|---|
| Your assumptions | $20,820 | 11.7% |
| Resale price −5% | -$4,523 | -2.5% |
| Resale price −10% | -$29,865 | -16.8% |
| Rehab budget +10% | $14,320 | 7.8% |
| Rehab budget +20% | $7,820 | 4.1% |
| Holding period +3 months | $10,805 | 5.7% |
Key risks these estimates cannot capture
- Resale and rent values can move with the market between purchase and exit.
- Rehabilitation scope and cost frequently exceed initial estimates once walls are opened.
- Longer holding periods increase financing, tax, insurance, and utility costs.
- Financing terms, rates, and qualification are not guaranteed and can change.
- Vacancy, turnover, and unexpected repairs reduce rental cash flow.
- Condition, title, permit, and zoning issues may only surface during due diligence.
Estimated Results
- Total estimated investment
- $178,030
- Estimated acquisition cost
- $393,000
- Estimated loan amount
- $308,000
- Estimated financing cost
- $14,630
- Estimated holding cost
- $5,400
- Estimated selling cost
- $38,150
- Estimated gross profit
- $58,970
- Estimated net profit
- $20,820
- Estimated return on investment
- 11.7%
- Estimated monthly cash flow
- -$801
- Estimated cap rate
- 5.1%
- Estimated break-even price
- $522,613
Every figure above derives solely from the assumptions you entered. Estimates only — not an appraisal, lending valuation, or prediction of performance.
Next steps
Pressure-test these numbers with real market data
A preliminary screen is only as good as its assumptions. Have the resale range, rents, and comparables reviewed against recent sales data for your California market — Santa Clara County or anywhere else in the state.
Questions first? Contact Ashton — Ugochukwu “Ashton” Ogamba, REALTOR® | eXp Realty, California DRE #02158223.
Optional
Have Ashton review these numbers
Send your estimated results for a no-obligation review against recent recorded sales. The calculator works without this — sharing your details is entirely optional.
This calculator is for educational and preliminary screening purposes only. Results are estimates based entirely on user-entered assumptions and should not be considered an appraisal, guarantee, financial advice, tax advice, legal advice, lending decision, or prediction of investment performance. Independently verify all information with qualified professionals.