Personal Real Estate Planner™ [Download]

Are your clients thinking about buying a new house, but they’re not sure how much to spend or how much to put down? The Personal Real Estate Planner can give you answers to your clients’ questions.

What most people don’t realize is that real estate investments give them an opportunity to earn a return on not only their investment, but on their mortgage as well. So you can they can make a profit not just on their money, but on other peoples’ money (OPM) as well.

The tricky part is calculating how much appreciation you have to realize on your property to pay for the extra mortgage payment you will have to make if you buy a more expensive house, or if you pay less of a down payment when you buy. This Microsoft Excel-based software download finds the answer automatically.

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financeXpert.com, Inc. provides technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability.

Note: 

• Personal Real Estate Planner includes digitally signed macros. Click here for information on installing the certificate. 
• This product is an electronic download file that will be accessible immediately after completing your purchase (click on My Downloads on the left navigation bar). Access to this file expires 90 days from purchase date. 
• Microsoft Excel is required to use this software download.
• This product purchase is non-refundable. For more information about this product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.