EQUITY EFFICIENCY

When should you sell?

A property can be a great investment and still become an inefficient place for your equity. Compare the same future date for holding versus selling and redeploying the net proceeds.

MODELED CURRENT RETURN ON EQUITY—

CURRENT EQUITY—

NET SALE PROCEEDS TODAY—

MODELED HOLD WEALTH—

MODELED REDEPLOY WEALTH—

WEALTH DIFFERENCE—

BREAK-EVEN ALT. RETURN—

EST. LOAN AT HORIZON—

MODELED DIRECTION—

Explore tax strategies & 1031 →

Educational comparison, not financial or tax advice. The tax input is deliberately user-entered because basis, depreciation recapture, capital gains, state tax, passive losses and 1031 eligibility are taxpayer-specific. Principal paydown is a planning estimate, not an amortization schedule.