Cash-Out Comparison
Some financial advisors will advocate for their clients to forego a 1031 exchange and invest their after-tax proceeds in Wall Street securities with the premise that a stock portfolio will “make up the taxes.” This module provides a simple tool to check the math—often debunking the proposed rationale for incurring unnecessary taxes.
NOI/Cap Rate Sensitivity Analysis
Lastly, for any proposed real estate investment, this module generates a grid with 35 scenarios to understand how future changes are property NOI and how applicable capitalization rates will impact a property’s future return on a seven-year hold.
THIS MODULE PROVIDES A SIMPLE TOOL TO CHECK THE MATH—OFTEN DEBUNKING THE PROPOSED RATIONALE FOR INCURRING UNNECESSARY TAXES.”
The best part of Exchange Illustrator is that it is free to use for both real estate professionals and rental property owners. Click here to get started.
RICHARD D. GANN, JD Managing Partner 1031 Capital Solutions (800) 445-5908 1031CapitalSolutions.com
Richard D. Gann has been a member of the State Bar of California since 1997. Managing Partner of 1031 Capital Solutions and co-author of the book, How to Retire from Being a Landlord.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM). 1031 Capital Solutions is independent of CIS and CAM. Exchange Illustrator software is owned and offered by AltsIllustrator, LLC, an outside business activity of Richard Gann and Jason McMurtry, and not affiliated with CIS and CAM.
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