Your property details
Enter planning estimates to see a starting point for your exchange conversation. This calculator is not tax advice.
Estimates include federal and state capital gains estimates, depreciation recapture, and Medicare tax. Actual tax treatment varies by ownership structure, basis, state, and other facts. Consult your CPA and attorney.
Estimated exchange equity is the foundation of your POPP.
Once you know approximately how much equity you will have to work with, Petra can design a replacement portfolio strategy around that number — building in debt replacement, income targets, diversification, and risk parameters that match your situation.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.
Turn your property sale into a custom passive income portfolio.
Book a Portfolio Design Session and see what a POPP built around your exchange looks like.
A focused conversation about your property sale, exchange timing, income needs, and portfolio mandate.