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City Shift Finance - Rent vs Buy Snapshot Intake Form
City Details
Current city
*
Destination city
*
Household Details
Number of people in household
*
Home Purchase Inputs
Estimated home price in new city
*
Down payment %
*
Mortgage interest rate (%)
Length of mortgage (15 / 20 / 30 years)
*
Annual property tax rate (%)
Annual homeowner's insurance ($)
*
Monthly HOA fees (if applicable)
Monthly utility costs (if different from renting)
Expected annual home appreciation rate (%)
Annual maintenance estimate ($)
Estimated closing costs (% of home price)
Estimated selling costs (% of home price)
Covers realtor commission and selling fees. Usually 5%–7%.
Rental Inputs
Expected monthly rent
*
Rent inflation rate (annual %)
Monthly renter’s insurance (optional)
Pet rent or deposits (if applicable)
Financial Inputs
Annual gross income (before taxes) (optional)
Monthly debt payments (all combined)
Marginal tax rate (%)
Your highest tax bracket. If unsure, use 22% for most middle-income households.
Savings
Time Horizon
Current total savings
How many years will you stay?
Anything else you'd like us to know?
Total Cost:
$
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