Buy-and-hold analysis

A buy-and-hold review should make the income and operating assumptions visible. It is a framework for questions, not a forecast or promise.

General information

This resource is educational and should not be treated as legal, tax, engineering, appraisal, environmental, lending, or financial advice. Conditions and requirements vary by property and jurisdiction.

Questions to bring into review.

01Estimate rent using current, local evidence rather than a single source.
02Account for vacancy, repairs, management, taxes, insurance, and reserves.
03Review financing terms and the impact of changing expenses.
04Have qualified advisors review legal, tax, financing, and insurance questions.

Information changes. Confirm the current requirements and ask qualified local professionals to review anything material to your decision.