Investment Returns Calculator
Curious how real estate syndications stack up against the stock market? Use this quick calculator to compare typical returns—factoring in preferred returns and equity at sale versus compounding stock dividends.
See instructions below the calculator. Bookmark this page to bypass the form next time.
Investment Amount
Stock Market Parameters
Real Estate Parameters
Final Stock Value
Stock IRR
Final Syndication Value
Syndication IRR
Year-by-Year Comparison
| Year | Stock Investment | Syndication Investment |
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Disclaimer: This calculator is for educational purposes only and does not constitute financial advice, an offer to invest, or a solicitation of any investment. All assumptions are illustrative; actual results may vary.
Want to talk through your results or ask questions about real estate investing in general?
Using the Calculator
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Enter your data:
Expected stock return, including both dividends and appreciation. The calculator is built with compounding stock returns.
The following data should be in your Offering Memorandum, or you can enter any values to simulate:
Hold period - # years between purchase and sale
Preferred Return - this is the return Limited Partners get paid during the hold period
Equity Multiple - this is the total multiple for your investment, including Preferred Return and Equity at Sale
Use any assumptions you like, and scroll down to see the comparison.
You will see a jump in value for the Syndication in the last year. This is the additional equity expected from property appreciation, typically from improving Net Operating Income, that is realized at sale. In this calculator this is strictly tied to the Equity Multiple.
Anchored Northern Investments is a multifamily real estate investment firm dedicated to helping investors achieve financial freedom.
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