What could your capital become? Model 4 reinvestment paths side-by-side and see the long-term impact of your exit strategy
Most sellers focus on the sale price. The smarter question is: what happens to that capital next? This tool models four reinvestment paths — so you can see the real cost of paying taxes versus deferring, and the compounding difference over time.
Tax-Deferred → Passive RE
Passive, full equity
Tax-Deferred → Active RE
Hands-on, higher yield
Sell & Reinvest
After-tax capital only
Cash Out
Liquid, taxable
Enter your sale details to model what your capital could become
For assets that include real estate, we prioritize tax-deferred structures to preserve your full capital stack.
Tax-Deferred → Passive RE: Full equity reinvested (no tax), 5.5% blended annual return (income + appreciation). Conservative estimate based on typical passive real estate investment performance.
Tax-Deferred → Active Property: Full equity reinvested, 7.0% projected return. Assumes active management and value-add potential.
Sell & Reinvest: After-tax capital reinvested into similar real estate, 5.5% annual return. Tax is estimated using federal (up to 20%) + NIIT (3.8%) + state rates.
Cash Out: After-tax capital in a diversified portfolio, 7.0% market return. Annual income based on 4% safe withdrawal rate.
Returns are estimates for illustrative purposes only. Past performance does not guarantee future results. Consult your advisor before making investment decisions.
Our advisors can build a detailed projection tailored to your exit size, timeline, and tax profile