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Feature: Equity Reality Check

This Is Not Your Real
Return on Equity

Most investors calculate return on equity using simple equity — property value minus loan balance. But that number ignores selling costs, capital gains tax, and depreciation recapture. Your real equity is lower than you think.

The Calculation Most Investors Use

Simple, intuitive — and dangerously misleading.

Incorrect — Simple Equity
Property Value $420,000
Loan Balance -$280,000
"Simple Equity" $140,000

This is the number most investors use. It's not what you'd actually receive.

What Simple Equity Ignores

Four costs that stand between your equity and your bank account.

Agent Commission (6%)
6% of $420,000 sale price
-$25,200
Closing Costs (1%)
1% of $420,000 sale price
-$4,200
Depreciation Recapture Tax (25%)
25% on ~$60,000 cumulative depreciation
-$15,000
Capital Gains Tax (20%)
20% on ~$40,000 adjusted gain
-$8,000
Total Deducted from Your Equity
-$52,400

Your True Net Equity™

This is what you'd actually walk away with if you sold today.

Correct — True Net Equity™
Simple Equity $140,000
Selling Costs (Commission + Closing) -$29,400
Tax Liability (Depreciation Recapture + Capital Gains) -$23,000
True Net Equity™ $87,600
37% of Your Equity Evaporates

True Net Equity™ is only 63% of Simple Equity. The other 37% — $52,400 — goes to agent commissions, closing costs, depreciation recapture tax, and capital gains tax. You never see it.

Simple ROE vs. Return on True Net Equity™

Using the wrong denominator makes your returns look better than they are.

Return Stream Annual Return Simple ROE ROTNE™
Cash Flow $2,400/yr 1.71% 2.74%
Appreciation $12,600/yr 9.00% 14.38%
Loan Paydown $4,800/yr 3.43% 5.48%
Tax Benefits $2,100/yr 1.50% 2.40%
Total Return $21,900/yr 15.64% 25.00%

Sample data — $420K property held 7 years, $280K loan balance, $2,800/mo gross rent. Your results will vary.

Why This Matters for Your Decision

The gap between simple equity and True Net Equity™ changes every calculation downstream.

Accurate Sell Decision

If you think you have $140K in equity but only $87.6K is real, you might sell expecting proceeds you'll never see.

Fair Comparison

Comparing your current property's ROE against a new investment only works if both use the same denominator — True Net Equity™.

1031 Reality

A 1031 exchange avoids the tax hit — but the selling costs remain. True Net Equity™ is different in each scenario.

This Is Not Your Real Return on Equity

Every time you calculate ROE using simple equity, you're using a number that's 37% too high. Should I Sell My Rental? fixes this automatically.

See Your Real Return on Equity

Stop using inflated numbers. Get the True Net Equity™ for every property in your portfolio.

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