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Annual Capital Gain

Dollar amount of property appreciation for the current year.

Example Result

Sample Data
$11,550

Based on a sample $385,000 property with $2,850/month rent, 20% down, 7% interest rate.

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Annual Capital Gain Formula

$385,000 x 3.00%
$11,550

What This Means

A sample property priced at $385,000 with $2,850/month rent has a annual capital gain of $11,550 at Purchase (Month 0). A 3% appreciation rate on a $300,000 property generates $9,000 in capital gain — but if you only invested $60,000 cash, that represents a 15% return on your equity from appreciation alone. This metric makes the leverage amplification tangible in dollar terms.

Where This Value Comes From

Annual Capital Gain is not entered directly — it is calculated from Property Value and Appreciation Rate. See the formula breakdown above and the detailed inputs below.

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Why It Matters

A 3% appreciation rate on a $300,000 property generates $9,000 in capital gain — but if you only invested $60,000 cash, that represents a 15% return on your equity from appreciation alone. This metric makes the leverage amplification tangible in dollar terms.

Detailed Explanation

Annual Capital Gain converts your appreciation rate into actual dollars by multiplying the current property value by the annual appreciation rate. While the rate might seem small, the leverage effect means this gain is earned on the entire property value, not just your equity.

Example

Sample Result
$9,000

Based on a sample $385,000 property with $2,850/month rent, 20% down, 7% interest rate.

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