Adjusting company stock value this month...still thinking that I will receive 157 additional shares making a total of 550 shares likely valued at $125 per share, now 80% vested. Stock balance now likely $68,750, with $55,000 vested. My wife's shares are not included in this calculation since she is only 20% vested. I love the power of equity!
Debt-to-assets = 54.38%
Primary = 15 year, 2.625% fixed, 13 years left
Rental #1 = 15 year, 3.875% fixed, 12 years remaining
Rental #2 = 30 year, 4.75% fixed, 27 years remaining
Rental #3 = 15 year, 3.875% fixed, 12 years remaining
Rental #4 = 30 year, 5.125% fixed, 24 years remaining
Rental #5 = 10 year, 4.125% 3 year balloon, 10 years remaining
Rental #6 = 10 year, 4.125% 3 year balloon, 10 years remaining
Legend:
"Stocks" = Vested balance in company stock
"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 |