Pulled the trigger on two new HVAC systems for the house ($10k). Hurt to spend the money but we knew they were at the end of their life when we purchased the home and now should be good for 20 years.
Debt-to-assets = 49.36%
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 |