investorman's Net Worth for November 2016


Assets Value Change ($) Change (%)
Cash $15,000 ($3,000) (16.67%)
Stocks $0 - -
Bonds $50,000 - -
Annuities $5,000 ($3,000) (37.50%)
Retirement $190,000 - -
Home $275,000 - -
Other Real Estate $640,000 $10,000 1.59%
Cars $26,400 ($200) (0.75%)
Personal Property $30,000 - -
Other Assets $0 ($500) -
$1,231,400 $3,300 0.27%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $172,000 ($700) (0.41%)
Other Mortgage(s) $392,000 ($1,200) (0.31%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 - -
Total Debts $604,000 ($1,900) (0.31%)
Net Worth $627,400 $5,200 0.84%
*All values shown in USD ($)
Notes:
Ready to refinance the new investment property and wipe out the hard money loan and bump up my cash. My hard money lender has asked to go into business with me on investment properties, so we have carved out three properties that he can split equity with me..50/50 split so he'll bring cash and I'll bring the houses with equity. Should bump up my cash position and allow more investments in the future. Debt-to-assets = 49.05% Primary = 15 year, 2.825% fixed, 15 years left Rental #1 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #4 = 30 year, 5.125% fixed, 23 years remaining (Sept) Rental #5 = 10 year, 4.125% 3 year balloon, 9 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 9 years remaining Legend: "Bonds" = Personal Emergency Fund "Annuities" = Investment Property Savings (minus security deposits) "Other Assets" = Health Savings Account "Other Real Estate" = Investment Properties (current market values) "Other Mortgage" = Investment Property Mortgages "Other Debts" = Hard money loan for rental property rehab

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