Interactive portfolio calculator

Explore potential
portfolio outcomes.

Adjust the number of $50,000 blocks, annual appreciation, time horizon and potential rental contribution.

PAST INVESTMENT PERFORMANCE IS NOT A GUARANTEE OF FUTURE GAINS.All projections are hypothetical illustrations, not promises or forecasts.

Adjust the assumptions

Illustrative projected portfolio value

$68,125

1 × $50,000 blocks · 15% appreciation · 2% rental · 2 years

Initial investment$50,000
Appreciation gain$16,125
Rental contribution$2,000
Total illustrated gain$18,125

Appreciation is compounded annually. Rental income is a simple percentage of initial investment and is not reinvested. Fees, taxes, vacancies, expenses and losses are excluded.

Important assumptions

This is an illustration—not a prediction.

Appreciation

Compounded annually at the selected 15%–19% rate. Actual values may rise, remain flat or decline.

Rental contribution

Calculated simply on initial capital at 2%–5% per year. Vacancies, repairs, financing and taxes are excluded.

Excluded costs

Acquisition, legal, renovation, insurance, association, financing, selling and tax costs are not deducted.

No guarantee

Prior transactions do not guarantee any future result, income, liquidity or return of capital.

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