Advanced financial modeling tool for comparing four real estate investment strategies: sell outright, execute a ยง1031 exchange, hold and refinance, or deploy into a Qualified Opportunity Zone.
Sell the property, recognize all gain immediately. Calculates full federal and state income tax liability including capital gains, depreciation recapture, and NIIT.
Defers 100% of capital gains and depreciation recapture. Shows tax savings and long-term NPV of perpetual exchange strategy.
Model refinancing the property instead of selling. Pulls out equity via cash-out refinance (not taxable). Models depreciation and rental income over holding period.
Invest capital gain into a QOF. Gain deferred for 5 years. If QOF held 10+ years, appreciation is permanently excluded from tax.
For interactive portfolio modeling with detailed scenario analysis, visit the Portfolio Modeler.