Vacation Rentals Health Check

Part 1 - About the property

Preferred currency: (symbol shown next to all calculations e.g. $, £, €)
Date of acquisition: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Purchase price:
Current value: (enter 0 if unknown)
Weeks available: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 (e.g. summer only = 26 weeks per year)

Part 2 - Variable Income/Expenses

Average rental fee: (per week)
Commission payable: (e.g. to a management agent)
Tax liability on fee: (e.g. local sales tax)
Other costs: (e.g. cleaning, laundry, etc)

Part 3 - Fixed Expenses

Use this section to record fixed costs, i.e. those incurred each month regardless of your rental occupancy. If some of these costs are charged annually, simply divide the figure by twelve.

Ensure all amounts entered here are per month.
Mortgage/finance:
Insurance:
Maintenance fees:
Utilities: (e.g. water, fuel)
Fixed taxes:
Advertising:
Printing:
Web/e-mail hosting:
Miscellaneous:

Your right to privacy

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