Example Financial Opportunity Marketing Package (JBDigitalDesign.com)
This is an example of a Coldwell Banker Commercial Marketing Packet that is designed to show potential investors
the pertinent information on a particular investment property. Once an agent has signed in they can create this same
packet or a simpler version within minutes and either email it to the potential client from within the application or
create a printed version and take it to the client presentation. This is the detailed version. There is also a simple
version that just gives some highlights and fits on 2 pages. We are still in pre-release/debugging mode.
This should be in production in the next few weeks.
Contents have been created for demonstration purposes only.

Click here for the pdf (printable version) of this packet.   Click here for application screen shots
jeff@jbdigitaldesign.com(JB Digital Design 7/20/2004).


Investment Property Offering   


$899,950
  • Excellent Los Gatos Location
  • Spacious 3/2 Owner's Unit
  • Updated Units
  • 5 Covered Parking Spaces
  • 100% Occupied
  • Many Upgrades
For more information contact:
Patrick Conkin
21269 Stevens Creek Blvd., Suite 610
Cupertino, CA 95014
Direct: (408) 777-2036



Executive Summary   


List Price:$899,950
CAP:3.89%
GRM:16.76
Price Per Sq. Ft.:$244.49
Price Per Unit:$224,987
Lot Size:1.93 Acres
Number of Units: 4 Construction: Not New
Number of Stories: 2 Number of Parking Spaces: 50 spaces
Number of Buildings: 1 Year Built: 1963
Net Rentable Sq. Ft.: 3,681 Zoning:
Cross Streets Pollard/Teakwood Roof Type: test roof type



Property Description   


Coldwell Banker Commercial is pleased to offer 908 Teakwood Court Los Gatos, Ca. The subject property is a well maintained fourplex with an excellent unit mix including a large 3 bedroom-2 bath unit ideal for the owner-occupied buyer.

Many units have have renavated kitchens and bathroom, and the unit floorplans are functional and spacious. There is ample parking  and storage for the tenants.

The subject property offers an outstanding unit mix, excellent Los Gatos location, and affordable rents for such an outstanding location.



Investment Information   


Financial Summary
Price $899,950 Down Payment (38%) $350,000
Current CAP 3.89% Loan Amount $549,950
Market CAP 3.89% Interest Rate 4.5%
Current GRM 16.76 Loan Term 30 year loan
Market GRM 16.76 Monthly Loan Payment $2,786



Annualized Operating Data
Current Market
Scheduled Gross Income: $53,700 $53,700
Less Vacancy Reserve: (3%) $1,611 $1,611
Gross Operating Income: $52,809 $52,809
Less Expenses: $17,799 $17,799
Net Operating Income: $35,010 $35,010
Less Loan Payments: $33,432 $33,432
Pre-Tax Cash Flow: $1,578 0.45%* $1,578 0.45%*
Plus Principal Reduction: $8,872 $8,872
Total Return Before Taxes: $10,450 2.99%* $10,450 2.99%*
  * expressed as a percentage of the proposed Down Payment.

Unit Mix
# of UnitsTypeApprox. Sq. Ft.Rent
11/1700$850
22/1900$925-$1,000
13/21,200$1,700
Annualized Expenses
Property Taxes:$10,799
Insurance:$2,500
Utilities:$2,000
Maintenance:$2,500
Expense Total: $17,799


Property Photos   


Interior

PArking Lot



Property Photos   


Bathroom
Teakwood Kitchen


Rent Roll Summary   


Unit Number Beds/Baths Sq. Ft. Current Rent
1 3/2 1,200 $1,700
2 1/1 700 $850
3 2/1 900 Vacant
4 2/1 900 $925


Rent Comparable Summary   


Property Location Year
Built
Property
Size (GLA)
Estimated
Occupancy
Avg./Ask
Rent
Lease
Type
Photos
890 Teakwood Court 0 4% $875 1/1
950 Castlewood Dr. Los Gatos, CA 0 4% $875 1/1
Rent Comparable Averages 0 0 4% $875
Teakwood Apartments
908 Teakwood Court
Los Gatos, CA
1963 84,070 Sq. Ft. 100 %


Sales Comparable Summary   


Property Location COE Sale Price Year Built Building Sq. Ft. Price/Sq. Ft. CAP Rate Photos
965 Teakwood Ct. Los Gatos, CA 8/13/2004 $950,000 1961 3,600 $263.89 5.53%