Total ROI includes four return components: annual cashflow (rent minus expenses minus mortgage), property appreciation, mortgage principal paydown, and tax benefits from depreciation. Divide total annual return by cash invested (down payment + closing costs).
- Cashflow = effective rent - operating expenses - debt service
- Appreciation at 3% on $300,000 = $9,000/year
- Loan paydown builds equity even with negative cashflow
- Depreciation shields income: $240,000 building / 27.5 years = $8,727/year deduction
- Total invested = down payment ($60,000) + closing costs ($9,000) = $69,000
| Component | Annual Amount | % of Total Return |
|---|---|---|
| Cashflow | -$1,281 | -10.7% |
| Appreciation | $9,000 | 75.1% |
| Loan Paydown | $2,438 | 20.4% |
| Tax Benefit | $1,817 | 15.2% |