Let’s Run the Numbers: Real Estate Planning Worksheets
Updated: Oct 8
Before you make a major life move, clear financial worksheets help replace guesswork with reality. Whether you are weighing a lateral move, buying your first home, or deciding between renting and owning, breaking down transaction costs into manageable pieces ensures you make the right call. Planning Handouts & Sample Scenarios
Use these downloadable sample worksheets (modeled on a median $1.425M Bainbridge Island home) to see how closing costs, carrying costs, and equity balance out:
[Download: Seller’s Estimated Net Proceeds Worksheet (PDF)]
Breaks down commissions, graduated excise taxes, title and escrow fees, and make-ready budgets to show your true walk-away cash.
[Download: Buyer’s Estimated Closing Costs Worksheet (PDF)]
Itemizes down payment, escrow, lender charges, recording fees, and prorated pre-paids.
[Download: Monthly Payment & PITI Breakdown (PDF)]
Details monthly principal, interest, local property taxes, and hazard insurance based on current interest rates.
[Download: 5-Year Rent vs. Buy Analysis (PDF)]
Compares net wealth accumulation, tax savings, and appreciation versus multi-year rent expense.
Let’s Personalize Your Numbers
Every property, timeline, and loan scenario is unique. A quick 10-minute phone call is all it takes to plug in the exact details of your current home or dream property and review customized worksheets together.
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