Investor Portfolio Tool

Brought To You By Michael Thayer, CMPS, CMA, NMLS #173264

Investment Property Cash Out Refinance Calculator

See how you could use the equity in your current rental properties to buy more properties and grow your portfolio. Enter what you own today, estimate the cash a cash-out refinance could make available after closing costs and points, then compare keeping your current portfolio with using that equity to buy more rentals.

How To Use This Investment Property Calculator

  1. Step 1

    Map What You Own

    Enter each rental's value, loan balance, payment, rent, and monthly expenses. See your equity and cash flow right away.

  2. Step 2

    Unlock Your Available Equity

    See how much cash your equity can put to work after paying off loans, closing costs, and points.

  3. Step 3

    See What That Cash Can Buy

    Turn your available cash into a clear estimate of how many additional rentals you can buy.

  4. Step 4

    Compare Your Portfolio Growth

    See staying put versus buying more rentals, side by side, and how each path builds cash flow, equity, and long-term value.

Fill In The Yellow Fields. Everything Else Is Calculated.

Step 1

Your Rental Portfolio Today

Enter each rental's value, loan balance, payment, rent, taxes, insurance, and HOA. See your equity and monthly cash flow right away.

What We're Doing

We add up what your rentals are worth, what you owe, what you collect in rent, and what you pay each month.

Why It Matters

This shows how much equity you have today and gives us the starting point for the rest of the calculator.

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Use a realistic estimate of what the property could sell or appraise for today.

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%
yrs
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Enter ONLY your Principal & Interest portion of your payment; do NOT include taxes, insurance, or HOA.

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Why We Ask For These Separately: For this calculator, property taxes, insurance, and HOA are not included in the refinance cash-to-close calculation. We use them separately to project the true monthly cash flow of each property. Investors may choose whether to escrow taxes and insurance, and insurance coverage and costs can vary by property and by investor preference. If a cost does not apply, enter $0.

Equity: $258,000 · LTV: 41.4% · Cash Flow: $590/mo

$

Use a realistic estimate of what the property could sell or appraise for today.

$
%
yrs
$

Enter ONLY your Principal & Interest portion of your payment; do NOT include taxes, insurance, or HOA.

$
$
$
$

Why We Ask For These Separately: For this calculator, property taxes, insurance, and HOA are not included in the refinance cash-to-close calculation. We use them separately to project the true monthly cash flow of each property. Investors may choose whether to escrow taxes and insurance, and insurance coverage and costs can vary by property and by investor preference. If a cost does not apply, enter $0.

Equity: $314,000 · LTV: 43.9% · Cash Flow: $905/mo

2 of 10 properties entered.

Current Properties

2

Rentals you own today

Portfolio Value

$1,000,000

Estimated

Total Equity

$572,000

Blended LTV 42.8%

Current Monthly Cash Flow

$1,495

$17,938 per year

Total Mortgage Debt$428,000
Total Monthly Rent$5,550
Total Current Payments$4,055
Blended Loan To Value42.8%
Current Annual Cash Flow$17,938

For educational and illustration purposes only. Does not constitute any kind of formal loan approval, appraisal, or intent to make a loan of any type. Property values, cash out proceeds, closing costs, rents, appreciation, and cash flow are purely estimated and will vary based on the actual appraised value, county taxes, insurance, lender fees, credit, reserves, and the specific loan program selected. Investment property and cash out guidelines are set by each investor and are more restrictive than owner occupied financing. Nothing here is tax advice; talk with your CPA about depreciation and write offs.