Rental Property Analysis

Overview

Calculate key rental property metrics: net operating income (NOI), cash-on-cash return, cap rate, and ROI per property. Tracks rental income against property-specific expenses for Schedule E tax preparation.

Wilson Tools Used

• transaction_search — find all income and expenses related to a specific property by vendor, description, or tag
• spending_summary — aggregate property expenses by category (mortgage, insurance, repairs, management fees)
• export_transactions — export property-specific transactions for tax filing (Schedule E)

Workflow

1. Ask for the property (address or name), purchase price, down payment, and current market value. If multiple properties, repeat for each.
2. Use transaction_search to find all rental income for the property (tenant payments, security deposits).
3. Use transaction_search to find all property expenses (mortgage, insurance, property tax, HOA, repairs, management fees, utilities paid by owner).
4. Use spending_summary to aggregate expenses by category for the property.
5. Calculate key metrics: