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Feature: Scenario Comparison

Three Scenarios.
One Clear Answer.

Compare keeping your rental, selling traditionally, and doing a 1031 exchange — with sale proceeds breakdowns, surplus/shortage alerts, and cumulative return projections.

Three Paths Forward

Every rental property owner faces the same three options. The app models all of them.

Keep

Hold the property

5-Year Total Return $112,400
Annual Cash Flow $2,400
Tax Liability Latent

Traditional Sale

Sell and cash out

After-Tax Proceeds $87,600
Reinvestment Income $3,504/yr
Tax Liability Eliminated

1031 Exchange

Swap and defer taxes

Equity Reinvested $110,600
Tax Deferred $23,000
Tax Liability Deferred

Sample data — $420K property held 7 years, $280K loan balance. Your results will vary.

Sale Proceeds Breakdown

See exactly what happens to your equity in a traditional sale vs. 1031 exchange.

Line Item Traditional 1031 Exchange
Sale Price $420,000 $420,000
Loan Payoff -$280,000 -$280,000
Commission (6%) -$25,200 -$25,200
Closing Costs (1%) -$4,200 -$4,200
Depreciation Recapture Tax -$15,000 Deferred
Capital Gains Tax -$8,000 Deferred
Net Proceeds $87,600 $110,600

Surplus & Shortage Alerts

After selling, do your proceeds cover the replacement property's down payment?

1031 Exchange — Surplus: $10,600

Your 1031 exchange proceeds of $110,600 exceed the $100,000 down payment needed for the replacement property. The $10,600 surplus can be used for closing costs or improvements.

Traditional Sale — Shortage: -$12,400

Your traditional sale proceeds of $87,600 fall short of the $100,000 down payment needed. You'll need to bring $12,400 in additional capital to acquire the replacement property.

Cumulative Returns Over Time

See which scenario wins over a 5-year horizon — and when the crossover happens.

Cumulative Total Return by Scenario

$420,000 property, held 7 years, 3% appreciation assumed going forward

Sample Data

Return Breakdown by Scenario

See which return streams dominate in each scenario.

Year 1 Return Breakdown

All four return streams compared across Keep, Traditional Sale, and 1031 Exchange

The Verdict

Best 5-Year Scenario
Keep the Property
$112,400 Total Return

In this sample analysis, keeping the property wins with the highest cumulative return over 5 years — but 1031 overtakes it in year 4 if appreciation on the replacement property is higher.

Your results depend on your specific property data, market conditions, and financial assumptions.

Compare Your Scenarios

Run a full 3-scenario comparison for any property in your portfolio.

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