TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT
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[Last updated 2021 12 17]
| # | PROJECT CODE | UPDATED | SEC 506 | CLASS | TYPE | EQUALIZER™ | EMx (2.0/3.6 YR BASE) => | EM (MAX) | MIN HOLD | MAX HOLD | 5-YR IRR | COC (LOW) | COC (HI) | REFI YR | DISTRIBUTIONS | 401 | IRA | 1065 | AAR (LOW) | AAR (HI) | CAPITAL DILUTION | REFI YR1 | REFI YR2 | REFI YR3 | REFI YR4 | REFI YR5 | REFI YR6 | REFI YR7 | REFI YR8 | LEAD PAST | LEAD NOW | TRANSPARENCY | PROJECT CODE | # |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BGL-A-W-C-AAAA | 2021-11-12 | B [PNA] | C+ | V | 2.0 | 3.70 | 3.8 | 7.0 | 20% | 10.00% | 10.00% | 5 | OP-ON | REFI-ON | Y | Y | Y | 22.00% | 24.00% | 30.00% | #REF! | #REF! | 35.00% | 35.00% | 55.00% | 55.00% | 55.00% | 55.00% | 0 | 1 | HIGH | BGL-A-W-C-AAAA | 1 | |
| 2 | MNR-M-H-B-AAA | 2021-11-08 | B [PLU] | B- | V | 2.0 | 2.40 | 7.0 | 6.0 | 17.00% | 5.00% | 10.00% | 4 | OP-ON | REFI-ON | Y | Y | N | 17.00% | 21.00% | 25.00% | #REF! | #REF! | 60.00% | 60.00% | 40.00% | 40.00% | 40.00% | 40.00% | 4 | 2 | HIGH | MNR-M-H-B-AAA | 2 | |
| 3 | BGL-O-X-D-B-AA | 2021-11-08 | B [PNA] | B+ | V | 2.2 | 4.00 | 3.8 | 6.0 | 14.50% | 6.00% | 8.60% | 7 | OP-OF | REFI-OF | Y | Y | Y | 23.98% | 26.16% | 42.00% | #REF! | #REF! | 50.00% | 50.00% | 45.00% | 45.00% | 45.00% | 45.00% | 3 | 4 | LOW | BGL-O-X-D-B-AA | 3 | |
| 4 | BGL-H-H-B-A | 2021-11-08 | C [PNA] | D | Y | 3.2 | 3.20 | 6.0 | 5.0 | 15.00% | 8.00% | 9.00% | 5 | OP-ON | REFI-OF | Y | Y | Y | 22.66% | 24.72% | 59.00% | #REF! | #REF! | 55.00% | 55.00% | 35.00% | 35.00% | 35.00% | 35.00% | 3 | 3 | MEDIUM | BGL-H-H-B-A | 4 | |
| 5 | MNR-A-H-B-BBB | 2021-11-08 | B [PNA] | C | H | 2.8 | 2.80 | 5.0 | 8.0 | 14.00% | 6.00% | 7.25% | 6 | OP-ON | REFI-OF | Y | Y | N | 23.10% | 25.20% | 60.00% | #REF! | #REF! | 65.00% | 65.00% | 55.00% | 55.00% | 55.00% | 55.00% | 2 | 5 | HIGH | MNR-A-H-B-BBB | 5 | |
| 6 | BGL-P-S-B-AA | 2021-11-08 | B [PNA] | D | Y | 4.5 | 4.97 | 3.0 | 7.0 | 21.00% | 11.00% | 8.20% | 3 | OP-ON | REFI-OF | Y | Y | N | 22.00% | 24.00% | 42.00% | #REF! | #REF! | 35.00% | 35.00% | 55.00% | 55.00% | 55.00% | 55.00% | 0 | 1 | HIGH | BGL-P-S-B-AA | 6 | |
| 7 | MNR-C-H-B-AA | 2021-11-08 | B [PTW] | C+ | Y | 2.8 | 2.80 | 5.0 | 9.0 | 17.00% | 9.30% | 10.00% | 4 | OP-ON | REFI-OF | Y | Y | Y | 17.00% | 21.00% | 30.00% | #REF! | #REF! | 60.00% | 60.00% | 40.00% | 40.00% | 40.00% | 40.00% | 4 | 2 | LOW | MNR-C-H-B-AA | 7 | |
| 8 | BGL-A-W-C-BBB | 2021-11-08 | C [PNA] | A | Y | 2.0 | 2.00 | 7.0 | 8.0 | 14.50% | 7.00% | 8.60% | 3 | OP-ON | REFI-OF | Y | Y | Y | 23.98% | 26.16% | 25.00% | #REF! | #REF! | 50.00% | 50.00% | 45.00% | 45.00% | 45.00% | 45.00% | 3 | 4 | MEDIUM | BGL-A-W-C-BBB | 8 | |
| 9 | BGL-A-W-C-AAAA | 2021-11-08 | B [PNA] | C+ | V | 0.0 | 2.00 | 6.0 | 6.0 | 15.00% | 8.00% | 9.00% | 5 | OP-ON | REFI-OF | Y | Y | Y | 22.66% | 24.72% | 42.00% | #REF! | #REF! | 55.00% | 55.00% | 35.00% | 35.00% | 35.00% | 35.00% | 3 | 3 | HIGH | BGL-A-W-C-AAAA | 9 | |
| 10 | MNR-M-H-B-AAA | 2021-11-08 | B [PLU] | B- | V | 0.0 | 3.00 | 5.0 | 7.0 | 14.00% | 6.00% | 7.25% | 6 | OP-ON | REFI-OF | Y | Y | N | 23.10% | 25.20% | 59.00% | #REF! | #REF! | 65.00% | 65.00% | 55.00% | 55.00% | 55.00% | 55.00% | 2 | 5 | HIGH | MNR-M-H-B-AAA | 10 | |
| 11 | BGL-O-X-D-B-AA | 2021-11-08 | B [PTW] | A | H | 1.9 | 1.85 | 7.0 | 5.0 | 14.50% | 7.00% | 8.60% | 3 | OP-ON | REFI-OF | Y | Y | N | 23.98% | 26.16% | 60.00% | #REF! | #REF! | 50.00% | 50.00% | 45.00% | 45.00% | 45.00% | 45.00% | 3 | 4 | LOW | BGL-O-X-D-B-AA | 11 | |
| 12 | BGL-H-H-B-A | 2021-11-08 | B [PNA] | C+ | V | 0.0 | 0.02 | 6.0 | 5.0 | 15.00% | 8.00% | 9.00% | 4 | OP-ON | REFI-ON | Y | Y | N | 22.66% | 24.72% | 42.00% | #REF! | #REF! | 55.00% | 55.00% | 35.00% | 35.00% | 35.00% | 35.00% | 3 | 3 | MEDIUM | BGL-H-H-B-A | 12 | |
| 13 | MNR-A-H-B-BBB | 2021-11-08 | C [PNA] | A | H | 1.9 | 1.85 | 7.0 | 6.0 | 14.50% | 7.00% | 8.60% | 3 | OP-OF | REFI-OF | Y | Y | Y | 23.98% | 26.16% | 20.00% | #REF! | #REF! | 50.00% | 50.00% | 45.00% | 45.00% | 45.00% | 45.00% | 3 | 4 | HIGH | MNR-A-H-B-BBB | 13 | |
| 14 | BGL-P-S-B-AA | 2021-11-08 | B [PNA] | C+ | V | 0.0 | 0.02 | 6.0 | 4.0 | 15.00% | 8.00% | 9.00% | 6 | OP-ON | REFI-OF | Y | Y | Y | 22.66% | 24.72% | 30.00% | #REF! | #REF! | 55.00% | 55.00% | 35.00% | 35.00% | 35.00% | 35.00% | 3 | 3 | HIGH | BGL-P-S-B-AA | 14 | |
| 15 | MNR-C-H-B-AA | 2021-11-08 | B [PLU] | B- | V | 0.0 | 0.03 | 5.0 | 6.0 | 14.00% | 6.00% | 7.25% | 3 | OP-ON | REFI-ON | Y | Y | Y | 23.10% | 25.20% | 30.00% | #REF! | #REF! | 65.00% | 65.00% | 55.00% | 55.00% | 55.00% | 55.00% | 2 | 5 | LOW | MNR-C-H-B-AA | 15 | |
| 16 | PROJECT CODE | UPDATED | SEC 506 | CLASS | TYPE | EQUALIZER™ | EMx (2.0/3.6 YR BASE) => | EM (MAX) | MIN HOLD | MAX HOLD | 5-YR IRR | 10.00% | COC (HI) | REFI YR | DISTRIBUTIONS | 401 | IRA | 1065 | AAR (LOW) | AAR (HI) | DTC | REFI YR1 | REFI YR2 | REFI YR3 | REFI YR4 | REFI YR5 | REFI YR6 | REFI YR7 | REFI YR8 | LEAD PAST | LEAD NOW | TRANSPARENCY | PROJECT CODE |