YuccaOne
Investment Dashboard

01

Property & Financing

Value & Equity

Mortgage

Carrying Costs

The 4.125% rate is your biggest asset

You locked a 4.125% fixed mortgage in 2021; today's rates are ~7%. At 7% this property would be near breakeven. Protect it — to pull equity, use a HELOC/2nd lien, never a cash-out refi that re-prices the whole balance.
02

Cash Flow

True cash flow after mortgage, taxes & insurance — the things Landseer's statements leave out. You pocket roughly $15k–25k/yr, swinging mostly on repairs, while building ~$10k/yr of equity.

True annual cash flow

* 2026 is year-to-date (~4.5 months), not annualized.

Where every rent dollar went (2025)

03

Rent Roll

Rent vs. market

Rents are well-managed

Every unit is at or above market. The income side is solid — your opportunity is cost control, not rent.
04

Costs & Management

Landseer fee structure

Repair spend volatility

⚠ Related-party conflict of interest

June 2026 spend request — resolved 6/22

Quoted by .

Recommendation.

Outcome

05

Equity & Expansion

↓ interactive calculator

You have ~$342k of equity and a rare 4.125% mortgage. To buy a second property without touching that rate, draw a HELOC (2nd lien) for the down payment and finance the rest with a new purchase mortgage. Move the sliders to test whether a deal pays for itself.

Simplified model: HELOC assumed interest-only; new mortgage amortized over 30 yrs; property #2 cash flow = (price × cap rate) − new mortgage P&I. Ignores appreciation, principal paydown, taxes & vacancy specifics. Directional planning only, not a financing offer.

Rule of thumb

Only pull the trigger if property #2's unlevered yield (cap rate) clears your HELOC rate with margin — borrowing at ~8.5% to buy a 6% deal loses money every month. And keep a cash reserve: a HELOC is a variable-rate, callable line, not free money.
06

Goals & Action Items

Risk flags