BNBCalc.com Investment Analysis Report of 771 Surfside Dr, Gulf Shores, AL, 36542

3 bed • 1 bath • 9 guests • $600,000

BNB

Calc

Return Metrics

-4.75% cash on cash return is a poor return over the next 1 year

Investment Value Over Time

Property Appreciation:

Revenue Appreciation:

Cash on Cash Return

-4.75%

Cap Rate

5.58%

Return on Investment

11.58%

Annual Revenue

$54,246

AirDNA projects $316/night at 47% occupancy ($54,246). Airbtics projects $273/night at 59% occupancy ($58,829). Airbtics predicts this property will perform in the 47% revenue percentile

User selected values for this report: 47% occupancy rate, $316 rate per night

Revenue Percentile

Percentiles	25%	50%	75%	90%
Revenue	$33,220	$59,861	$87,163	$124,362
Occupancy	51%	60%	68%	75%
Nightly Rate	$171	$263	$337	$429

Seasonality (Profits By Month)

Airbnb Comparables

Airbnb name	Revenue	Rate Per Night	Occupancy	Beds	Baths	Guests	Night	Cleaning	Pool	H.Tub	Pets	W/D	Reviews	Host
A New Rental-casa Palma-completely Renovated Private	$128,182	$575	54%	3	3	10	1	$537	❌	❌	✅	N / Y	⭐️ 4.8 (5)	Profile
B Seaclusion: Views, Pools, Tennis, Beach, Golf Cart	$83,487	$421	52%	3	3	13	3	$299	✅	❌	✅	N / Y	⭐️ 4.9 (28)	Profile
C Bama Beach Dreams	$35,804	$203	45%	3	2	10	3	$395	❌	❌	✅	N / Y	⭐️ 4.9 (130)	Profile
D Secluded Beach Oasis, Large Private Heated Pool	$140,778	$550	68%	3	3	10	1	$295	✅	❌	✅	N / Y	⭐️ 5 (68)	Profile
E Relaxation Shores: Explore Bliss \| Beach Access	$42,506	$166	67%	3	2	6	3	$250	❌	❌	✅	N / Y	⭐️ 4.9 (78)	Profile

Operating Expenses

Monthly Expenses

$1,728

Annual Expenses

$20,732

Utilities

$440

Internet + TV

$100

Water/Sewer

$70

Garbage

$50

Electric

$115

Gas

$55

Other

$50

Maintenance

$1,152

Property Insurance

$150

HOA

Landscaping

$150

Ongoing Repairs

$150

Supplies

$150

Software

$50

Pest Control

$50

Permits

Other

Cleaning Cost

$452

Management & Platform Fees

$136

Platform Fee (i.e. Airbnb)

$136

Property Manager Fee

Mortgage & Taxes

Monthly Mortgage & Tax

$3,372

Annual Mortgage & Tax

$40,464

Downpayment

Purchase Price

$600,000

Percent Down

20%

Total Downpayment

$120,000

Total Loan Amount

$480,000

Monthly Loan Payment

Mortgage Length

30 years

Interest Rate

Monthly Loan Payment

$2,878

Property Tax Yearly

0.99%

Property Tax Monthly

$495

Mortgage Insurance (PMI)

Property Details

General Info

Lot size:

22,100 sqft

Year built:

2004

Size:

1,248 sqft

Type:

SFR

Parking:

Heating:

Forced Air Unit

Sold Comparables

Address	Beds	Baths	Square Feet	Lot Size	Year Built	Last Sale	Days on Market
6603 Palmetto Dr	3	2	1,152	20,240	1997	$463,000	33
708 Surfside Dr	3	2	2,160	28,148	2004	$0	-
6802 Palmetto Dr	3	2	1,896	20,240	1997	$0	-
6831 Kiva Way	3	3	1,977	7,206	2004	$0	-
835 Surfside Dr	3	3	1,737	22,184	2006	$470,000	-
675 Surfside Dr	3	2	1,372	0	1986	$563,000	19
6897 Driftwood Dr	3	3	1,918	20,240	1983	$660,000	-
6900 Lakeshore Dr	3	2	2,188	20,240	1961	$0	-
6727 Kiva Way	4	3	1,184	16,188	2005	$1,150,000	109
6778 Sea Shell Dr	3	3	2,032	0	2018	$1,250,000	17

Property Details

MLS Status: property-details-mls-status-active

Property Use: Single Family Residence

Stories: 2

Lot size: 22,100 sqft

Building area: 1,248 sqft

Garage: No

Heating: Forced air unit

Pool: No

Fireplaces: -

Basement: Yes

Cooling: -

View: -

Parking: -

Amenities: -

Lot Info

Zoning: -

Land Use: Single Family Residence

Parcel Number: 68-09-30-0-001-091

Flood Zone: Yes, Zone

Tax Info

Year Assessed: 2023

Assessed Value: $21,900

County Est. Land Value: $70,219

Assessed Land Value: $4,400

County Est. Structure Value: $279,281

Market Estimate: -

Sale history

Date	Sale Price	% Financed	Buyer
05/20/24	$520,000	100%	Trivest Llc

Ownership

Name: Trivest Llc

Owner Occupied: Yes

Owner Mailing Address: 7021 Lakeshore Dr, Gulf Shores, AL 36547

Years Owned: 7

Home Equity: -

Mortgage Balance Remaining: $0

Financed amount: 100%

Owner Type: Individual

Lien: No

Inherited: No

Foreclosure: No

Tax Calculator (USA)

Tax Calculator (US Only)

Example Income

$150,000

Example Income Tax Rate

30%

Taxes paid on $150,000

$45,000

If you buy this investment property, your est deduction will be...

Deductible mortgage interest

$28,477

Deductible property tax

$5,940

Est. Depreciation Value

$223,445

Profit on this property

$33,514

Your total deduction

$224,348

So, your new taxable income is your previous income minus your total deduction ($150,000 - $224,348)

-$74,348

Your old tax bill

$45,000

Your new tax bill

-$22,304

Estimated tax savings

$67,304

771 Surfside Dr Gulf Shores, Alabama, 36542

3 bed • 1 bath • 9 guests

Purchase Price

Est. $2,878/mo

This property is for sale!

Contact eduardo

-5

Airbnb Investor Score

-$6,949

Annual Profit

5.6%

Cap Rate

-4.8%

Cash on Cash

$54,246

Annual Revenue

BNBCalc predicts this property will get $273 per night with 59% occupancy, putting it in the top 47% revenue percentile compared to similar properties nearby.

Occupancy Rate

Top 101% of comparables

Avg Daily Rate

Top 101% of comparables

40 Airbnb Comparables

Identify properties similar to yours in terms of amenities and interior design. Then adjust your Occupancy Rate and Average Daily Rate to match.

Revenue per year

$0k

$100k

$195k

$300k

Investment Value Over Time

Property Appreciation

Revenue Appreciation

Cash on Cash Return

-4.75%

Cap Rate

5.58%

Return on Investment

11.58%

Tax Calculator (USA)

On purchasing a large business asset, you can subtract the depreciation value from your taxable income in order to pay less income tax. Use this calculator to find out how much you can save. Read tax guide.

Your current annual income

Your income tax rate

Taxes paid on $150,000

$45,000

If you buy this investment property, your est deduction will be...

Deductible mortgage interest

$28,477

Deductible property tax

$5,940

Your total deduction

$73,967

Your adjusted annual income

$150,000 - $73,967 = $76,033

Taxes on $76,033 (30%)

$22,810

Your old tax bill

$45,000

Your new tax bill

$22,810

Estimated tax savings

$22,190

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