INVESTMENT PORTFOLIO FLIPBOOK

Investment Portfolio Available

20 Properties $ 5,695,000

Contact Amy Rio for more details 860-916-6048 amy.executive@gmail.com

GROSS ANNUAL INCOME $624,600 TOTAL REAL ESTATE TAXES $75,411.08 HOMEOWNERS INSURANCE $26,250 HOA FEES $17,598.84

Meriden, CT

515 Liberty St. Meriden, CT SFR 4 BED 1.5 BATH Rent amount total - $ 2,500

Lease expires - 3-31-26 Home Insurance - $110 HOA - Owner self managed (4 unit complex) Home Insurance - $110 Tenant pays - Water/sewer, heat, electricity Updates - Full interior remodel 2025

504 Liberty St. Meriden, CT 2 FAMILY; 2 BED 1 BATH UNITS

Rent amount total - $3,300 Unit 1 - Unit 2 -

Lease Expires Unit 1 - 3-31-26 Lease Expires Unit 2 - 3-31-26 Home Insurance - $2,442 Tenant pays -heat and electricity

Updates - HW heater 2023, roof 2016, full remodel 2019, 1st floor boiler/furnace 2012 2nd floor boiler/furnace 2016 and windows 2023

111 Sunset Ave. Meriden, CT: CONDO 3BED 1 FULL 2 HALF BATHS Rent amount total - $2,500

Lease expires - 6-30-26 Home Insurance - $110 HOA - Owner self managed (4 unit complex) Tenant pays -heat and electricity Updates - full remodel, furnace, AC, and windows 2024 113 Sunset Ave. Meriden, CT: CONDO 3BED 1 FULL 2 HALF BATHS Rent amount total - $2,000 Lease expires - 9/30/26 Home Insurance - $110 HOA - Owner self managed (4 unit complex) Tenant pays - Water/sewer, trash, heat, and electricity Updates - some new appliances 2024 115 Sunset Ave. Meriden, CT: CONDO 3BED 1 FULL 2 HALF BATHS Rent amount total - $2,000 Lease expires - 9-30-26 Home Insurance - $110 HOA - Owner self managed (4 unit complex) Tenant pays - Water/sewer, trash, heat and electricity Updates - some new appliances 2024

45 Summer St. Meriden, CT: SFR 4 BED 1.5 BATH Rent amount total - $2,000

Lease expires - 5/31/26 Home Insurance - $2,256 Tenant pays - Water/sewer, heat and electricity Tenant responsible- Mowing, snow Updates - Furnace and HW heater 2023

Plainville, CT

32 Woodland St. Plainville, CT 2 FAMILY: 2 BED 1 BATH UNITS Rent amount total - $4,050

Unit 1 - $2,200 Unit 2 - $1,850

Lease Expires Unit 1 - 8-31-26 Lease Expires Unit 2 - 7-31-26 Home Insurance - $2,450 Tenant pays - heat and electricity Tenant responsible- Updates - full remodel 2024

9 Woodland St. Plainville, CT SFR 2 BED 1 BATH & 1 CAR GARAGE Rent amount total - $2,350

Lease expires - 2-28-26 Home Insurance - $1,322 Tenant pays - Water, heat and electricity Tenant responsible- Updates - recently updated kitchen, paint, furnace, appliances, garage door

61 S Washington St. Plainville, CT 2 FAMILY :

MAIN HOUSE 5 BED 1 BATH BACK HOUSE 2 BED 1 BATH Rent amount total - $ 4,495 Lease expires

Unit 1 - 4-30-26 Unit 2 - 4-30-26 Home Insurance - $ 2,739 Tenant pays - heat and electricity Tenant responsible- Snow Updates - recently updated with central air, new furnace and HW heaters 2020, main house roof 15 years, apt roof 5 years

150-152 Stillwell Plainville, CT 2 FAMILY: R SIDE 1 BED 1 BATH & L SIDE 2 BED 1 BATH Rent amount total - $3,025

Unit 1 - $1,500 Unit 2 - $1,525

Lease Expires Unit 1 - 4-30-26 Lease Expires Unit 2 - 1-31-26 Home Insurance - $1,959 Tenant pays - heat and electricity Updates - full remodel, roof, and windows in 2022 HW heater and boiler/furnace in 2018

107-109 Newell Ave. Bristol, CT 2 FAMILY: 2 BED 1 BATH UNITS & 1 CAR GARAGE Rent amount total - $2,625 Unit 1 - $1,650 Unit 2 - $975 Lease expires Unit 1 - 1-31-26 Lease expires Unit 2 - 6-30-26 Home Insurance - $2,208 Tenant pays - heat and electricity Tenant responsible- Mowing Updates - 1st floor full remodel in 2019/2020 2nd floor -paint and new flooring

57 Ingraham Bristol, CT SFR 3 BED 2 BATH & 3 CAR GARAGE Rent amount total - $3,935

Lease expires - 5-17-26 Home Insurance -$2,430

Tenant pays - Water/sewer, heat and electricity Updates - full remodel in 2024/2025, AC 2023

65 Ingraham Bristol, CT 2 FAMILY: 1ST FL 3 BED 2 BATH & 2ND FL 2 BED 1 BATH Rent amount total - $3,835

Unit 1 - $2,150 Unit 2 - $1,685

Lease expires Unit 1 - 9-30-26 Lease expires Unit 2 - 1-31-26 Home Insurance - $3,186 Tenant pays - heat and electricity Updates - Full remodel in 2024. New windows in first floor. Roof 2022

Hamden, CT 198 Towne House Rd #198 Hamden, CT CONDO: 2 BED 1 BATH Rent amount total - $1,850

Lease expires -9-30-26 Home Insurance - $364 HOA - $233.04

Tenant pays -heat and electricity Updates - fully remodeled 2024 AC and boiler/furnace 2024

175 Mill Pond # 235 Hamden, CT CONDO: 2 NED 1.5 BATH Rent amount total - $2,100

Lease expires - 3-31-26 Home Insurance - $206 HOA - $407.46 HW included

Tenant pays - Electricity and heat Updates - Fully remodel, AC in 2018

25 Deer Run Manchester, CT SFR/PUD: 2 BED 1 BATH & 1 CAR GARAGE Rent amount total - Was $2,000 Home Insurance - $307 HOA - $297.65 Updates - fully remodeled in 2018 including new appliances Dishwasher 2023 boiler/furnace and HW heater 2023 Manchester, CT

245 William St. West Haven, CT SF 2 BED 1 BATH & 1 CAR GARAGE Rent amount total - $2,285

West Haven, CT

Lease expires - 8-31-26 Home Insurance -$1,502

Tenant pays - Heat and electricity Tenant responsible- Mowing, snow Updates - Full remodel in 2020 including appliances, electrical and windows. HW heater and boiler/furnace 2021

114 Balance Rock # 17 Seymour, CT CONDO 2 BED 1 BATH Rent amount total - $1,800

Seymour, CT

Lease expires -2-28-26 Home Insurance -$297 HOA - $485.46 ( includes heat ) Tenant pays - electricity Updates - new flooring, appliances and bathroom partial 2022

5 1/2 Spruce Street Vernon, CT SFR 2 BED 1 BATH Rent amount total - $1,700

Lease expires - 1-31-26 Home Insurance - $1,294 Tenant pays - heat and electricity Tenant responsible- Lawn mowing Updates - Full remodel, HW heater, windows , and roof in 2019. Vernon, CT

26 Chestnut St. Windsor Locks, CT Rent amount total - $1,650 Home Insurance - $1,238

Windsor Locks, CT

Let’s analyze the numbers step by step ��

��️ Given:

Purchase Price: $5,695,000 Annual Gross Income: $624,600 Annual Property Taxes: $26,250 Annual HOA: $17,598

�� Step 1: Gross Rent Multiplier (GRM)

➡️ A GRM around 9 is solid, depending on the market. Lower is better (means higher

income per dollar invested).

�� Step 2: Net Operating Income (NOI)

Subtract property taxes and HOA (not including mortgage payments yet):

�� Step 3: Cap Rate

➡️ A 10.2% cap rate is very strong for residential investment properties in most

markets.

Typical cap rates range from 5–8% depending on location and risk.

�� Step 4: Cash-on-Cash (if financed)

If you finance, your actual return could be higher depending on leverage.

For example:

25% down = ~$1.42M

If NOI stays at ~$580K and loan payments are reasonable, cash-on-cash could

be 15–20%+, depending on interest rate and amortization.

�� Summary:

Metric Value Notes Purchase Price $5,695,00

0 20 properties Gross Income $624,600 Before expenses NOI $580,752 After taxes & HOA Cap Rate 10.2% Excellent GRM 9.1 Solid Taxes + HOA % of Income 7% Reasonable

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