Video Overview

Key Takeaways

• The video walks through the main dashboard metrics and how to interpret them.

Step-by-step walkthrough

1. Open the relevant dashboard section.

2. Review the core metrics in order of importance.

3. Use the signals to decide your next action.

Practical Tips

• Focus on the metrics that drive decisions, not just activity volume.
• Use trend movement to confirm whether changes are improving outcomes.
• Review this with your current pipeline before making priority calls.

Next Action

Pick one metric to improve this week and define a specific target before making additional changes.

Cash Needed (All In Closing) – The Total Cash needed to purchase property and rehab.

  Purchase Price
- Flip Mortgage Loan Amount
+ Repairs
+ Closing Cost Amount
---------------------------------------
= Cash Needed (all in closing)

Cash Needed (Holding Cost x Mos.) – The Total Cash needed to maintain property during rehab and listing periods.

  Holding Cost Mo.
+ Taxes	
+ Insurance
+ Mortgage Payment
---------------------------------------		 		
= Cash Needed (Holding Cost X mos.)

Equity Profit (At Closing) – The Profit you make at closing when Purchasing the Property using the ARV. In our case, we also take Repairs under consideration.

  After Repair Value
- Purchase Price (or) Flip Mortgage Loan Amount
- Repairs
- Closing Cost Amount
- Mortgage Points
---------------------------------------	
= Equity Profit (at closing)

ARV (After Repair Value) – The Estimated Value of the Property after all repairs are completed.

Repairs – Repairs that are needed to bring the property to habitable and working condition. In this case, also add any improvements to the property that increase its value.

Projected Profit – Once you sell, it’s the Percent of Profit you would like to make on this property.

  ARV
* Projected Profit %
-------------------------
= Projected Profit (sell)

Projected Soft Cost – Once you sell, it’s the Percent of Cost that include items like Real Estate Commission, Architectural, engineering, financing, legal fees, and other pre- and post-construction expenses.

  ARV
* Projected Soft Cost %
-------------------------
= Projected Soft Cost (sell)

Holding Cost (w/ mtg, taxes, ins, pur cls cost) – Amount to keep property running during the Rehab Period like Electric, Water, Alarm System, Mortgage Payment, Taxes, Insurance, and Purchase Closing Cost.

  Holding Cost Mo.
* (Rehab & Listing Mo.)
-------------------------
= Holding Cost (x mos.)

+ Mortgage (x mos.)
+ Taxes (x mos.)
+ Insurance (x mos.)
-------------------------
= Total Holding Cost
 (x mos.)

Purchase Closing Cost (x %) – Closing costs when the title of a property is transferred from the seller to the buyer. The cost for the buyer can range from 2% to 5%.

  Purchase Price
* Closing Cost %
-------------------------
= Purchase Closing Cost
 (buy)

Wholesale Fee – If this is a Wholesale deal it’s the fee that you would like to collect.

Maximum Purchase Price – The maximum purchase price or best offer on a property by assuming projected profit and cost. To be used as a general rule.

  ARV
- Repairs (Rehab)
- Projected Profit
- Projected Soft Cost
- Holding Cost
- Purchase Closing Cost
-------------------------
= Maximum Purchase Price
 (Client)

Maximum Purchase Price Wholesale Fee – For a wholesaler, the maximum purchase price or best offer on a property by assuming projected profit and cost. To be used as a general rule.

  ARV
- Repairs (Rehab)
- Projected Profit
- Projected Soft Cost
- Holding Cost
- Purchase Closing Cost
- Wholesale Fee
-------------------------
= Maximum Purchase Price
 (Wholesale)

Calculate property value based on Nearby Area Cap Rate and property Yearly NOI. Used for commercial properties, Multi-Family 5-units and above.

  Net Operating Income
÷ Nearby Cap Rate
----------------------
= Property Value

Gross Income – Total income of rent received from tenants to pay for the space.

Vacancy Rate % – The percentage of time rental income is lost due to a property being not rented. Usually between 5% to 10% of the Gross Income.

Other Income – Any miscellaneous income other than rent like Vending Machines, Laundry Machines, Billboard, Signage, etc.

Effective Gross Income – Gross Income after considering vacancy and collection losses. Also known as Gross Operating Income.

  Gross Income
- Vacancy
+ Other Income
-----------------------------------------
= Effective Gross Income (Gross Operating Income)

Property Management % – Usually between 6% to 10% of the Gross Rent. Other Income is not part of the calculation.

Other Expenses – Can be used for any other expenses. For example, the Landlord might be responsible for lawn maintenance, pool cleaning, water…

Operating Expenses – Excluding loan payments, it’s all of the property expenses. For example Taxes, Insurance, Property Management, HOA, and any Other Expenses.

  Taxes
+ Insurance
+ Property Management
+ HOA (Homeowners Association Fees)
+ Other Expenses
-----------------------------------------
= Operating Expenses

Net Operating Income – Excluding loan payments, it’s the Net Operating Income for the property after all Expenses. It is used to compare rental properties without the use of financing.

  Effective Gross Income
- Operating Expenses
-----------------------------------------
= Net Operating Income

Cash Flow Mo. – Including loan payments, Cash Flow is the total net amount after taking Gross Income minus all of the Expenses including the P.I. (Principal & Interest on Mortgage).

  Net Operating Income
- P.I. (Principal & Interest on Mortgage)
------------------------------
= Cash Flow (mo.)

Net Yield – Measures yearly cash flow to the after repair value (ARV). This metric takes into account all of the expenses including the debt service.

  Yearly Cash Flow
÷ After Repair Value
------------------------------
= Net Yield

     $29,832
÷ $2,000,000
------------
= 1.49%

Debt Yield – Measures yearly net operating income (NOI) to the loan amount. This metric is used to determine the risk of a loan. Provides lenders a measure of risk independent of interest rate and amortization periods.

  Yearly Net Operating Income
÷ Loan Amount
------------------------------
= Debt Yield

    $112,330
÷ $1,440,000
------------
= 7.8%