Florida

Florida pro forma calculator

  • Free, no account needed to use it
  • Calculations run in your browser
  • Saving is optional and needs a sign in

Florida ownership costs diverge from national averages in two directions at once. Property tax is held down by the homestead exemption and the Save Our Homes assessment cap, while homeowners insurance runs well above the national norm and is the line most calculators understate. Model both before judging what a Florida home costs to carry.

What changes the numbers in Florida

Homestead exemption
A primary residence can claim up to $50,000 off assessed value: the first $25,000 applies to all property taxes, the second $25,000 to non-school taxes only.
Save Our Homes cap
Once homesteaded, the assessed value of that property cannot rise more than 3% or the change in CPI per year, whichever is lower. Market value and assessed value drift apart over time.
No state income tax
Florida levies none, so take-home pay is higher than the same gross salary elsewhere. Lender ratios still run on gross income, so this widens what is comfortable rather than what is approved.
Insurance and flood
Windstorm and flood are frequently separate policies, and flood is not included in a standard homeowners policy. Both belong in the monthly figure.
County millage
Rates are set by county and municipality, so Miami-Dade, Broward, Hillsborough, Orange and Duval each produce a different tax line on the same purchase price.
Condo association reserves
Florida now requires structural reserve studies and funding for many condo buildings, which has pushed association dues materially higher. Dues are paid to the association, not the lender.
Calculators

Pro forma calculator

One stabilized year of property operations, from gross rent down to cash flow after debt service, with going-in return metrics. Every assumption is visible, and everything updates as you type.

SUMMARY
DSCR
1.35x
Clears the 1.25x minimum
Debt Yield
9.54%
Clears the 9% floor
Going-In Cap Rate
6.05%
NOI over purchase price
Cash-on-Cash Return
3.68%
Year-one cash flow over equity
Sample data
Sample data

Lender conventions, not rules: DSCR minimums commonly run 1.20 to 1.35x, and debt yield floors 8 to 10% by asset class and market. Enter your lender’s numbers.

Annual Operating Income

Sample data
Sample data

Parking, laundry, storage, pet and application fees, plus any utility or CAM costs recovered from tenants.

Sample data

The share of rental income lost to empty units and turnover, expressed as a percent of potential rental income.

Vacancy is applied to rental income only; other income is not vacancy-adjusted.

Effective Gross Income$747,000

Annual Operating Expenses

Sample data
Sample data
Sample data

Enter only what the owner pays. Water, sewer, gas, electric.

Sample data
Sample data

Outsourced vendors. Trash, landscaping, snow removal, pest control, elevator.

Sample data

Superintendent, concierge, caretaker, and cleaning wages. Do not include the off-site management fee or vendors already entered under contract services.

Sample data

What a property manager charges to operate the property, usually a percent of collected income rather than a fixed amount.

Sample data

Money set aside each year for components that wear out on long cycles: roofs, mechanicals, appliances. Underwriters treat it as an operating cost even though it is not spent every year.

Reserves are deducted above the NOI line here, the lender and appraisal convention. Broker packages and NCREIF-style comparisons typically exclude them; excluding them here would show NOI $434,920, cap 6.26%, DSCR 1.39x.

Sample data
Total ExpensesExpense ratio 43.7% of EGI$326,480

Typical stabilized ratios run roughly 35 to 45%.

Investment Data

Sample data
Sample data
Sample data
Sample data
Sample data
Total Cost$7,350,000

Financing Data

Sample data

The loan amount as a percent of total project cost. Lenders cap it; the rest is the investor’s equity.

Sample data
Sample data
Total Debt Service$312,197

Annual Proforma

Potential Rental Income$756,000
Other Income and Reimbursements$28,800
Vacancy5% of rental income−$37,800
Effective Gross Income$747,000
Property Taxes$83,400
Insurance$33,600
Utilities$52,800
Maintenance$43,200
Contract Services$21,600
On-Site Staff and Janitorial$38,000
Management Fee4% of EGI$29,880
Reserves for Replacement$14,400
Other Expenses$9,600
Total Expenses$326,480
Net Operating Income$420,520
Debt Service5.850% · 30-yr am.$312,197
Cash Flow Before Tax$108,323

Investment Metrics

Purchase Price$6,950,000
Price per Unit48 units$144,792
Price per SF40,800 SF$170
Closing Cost$175,000
Renovation Cost$225,000
Total Cost$7,350,000
Loan to Cost60%
Initial Equity$2,940,000
Loan Amount60% of total cost$4,410,000
DSCRClears the 1.25x minimum1.35x
Debt YieldClears the 9% floor9.54%
Going-In Cap Rate6.05%
Unlevered Yield on Cost5.72%
Cash on Cash Return3.68%

Illustrative projection only. Not advice and not a forecast.

Keep or send this scenario

Save it for later, share it with others, or export it as a report to get estimates before you buy.

Preset scenarios

One click fills every assumption.

More calculators

The rest of this suite. Each answers one question.

Frequently asked questions

It lowers the assessed value your property tax is calculated on, which lowers the tax portion of the payment. Up to $50,000 comes off assessed value for an eligible primary residence, with the second $25,000 not applying to school taxes. The exemption applies only to a primary residence, so an investment property or second home does not get it.

Glossary

Plain-language definitions of every term this calculator uses.

Potential rental income

The rent the property would collect in a year with every unit occupied at market rent, before vacancy or any expenses.

Other income and reimbursements

Parking, laundry, storage, pet and application fees, plus any utility or CAM costs recovered from tenants.

Vacancy rate

The share of rental income lost to empty units and turnover, expressed as a percent of potential rental income.

Effective gross income

Potential rental income plus other income, minus the vacancy allowance. The income the property realistically collects in a year.

Operating expenses

The recurring costs of running a property: property taxes, insurance, maintenance, utilities, and property management fees. Debt service, depreciation, capital expenditures, and income taxes are not operating expenses.