Rental Repositioning Analyzer

Compare keeping your current rental, selling and paying tax, or repositioning with a 1031 exchange into a replacement property. See equity, NOI, cap rates, loan paydown, depreciation, and projected outcomes over time.

This tool is for strategic comparison only. It is not tax, legal, appraisal, or CPA advice. Replacement basis in a 1031, boot treatment, cost segregation results, passive loss usability, mid-month conventions, and state-specific taxes can vary materially.

Strategy Setup

Choose the comparison path and hold period.

Comparison Type

Current Property

Underperformance Scorecard

This forces the current property to show whether the equity is actually working hard enough.

Current Property Efficiency

Cap Rate vs Market0.0%
Cash-on-Equity0.0%
NOI per $100K Equity$0
DSCRNo Debt

Automatic Diagnosis

Status
Summary

Dead Equity Callout

This shows how much capital is sitting in the property versus how much it is actually producing.

Idle Equity Reality Check

Total Equity$0
Return on Equity0.0%
Annual Cash Flow Generated$0
Status

Assumption Guardrails

This flags assumptions that may be making the property look better than reality.

Input Reality Check

Status
Summary

If You Sell Normally

1031 Exchange Mechanics

Replacement Property

Replacement Basis + Cost Seg

Equity Efficiency Improvement

This translates the repositioning decision into a capital-efficiency number people can understand quickly.

Income Efficiency per $100K of Equity

Current Property$0
Replacement Property$0
Improvement+0%
Status

Projection Assumptions

Results Dashboard

Core decision outputs.

Transaction Summary

Net Cash If Sold Normally$0
Net Exchange Equity$0
Taxes Deferred via 1031$0
Boot Amount$0

Total Projected Position

Keep Current Property$0
Sell & Rebuy After Tax$0
1031 Into Replacement$0

Cost Seg + Tax

Year-1 Depreciation$0
Year-1 Tax Savings$0
Monthly Tax Savings Equivalent$0

Compare Current Property vs Replacement Property

See at a glance what happens if you do nothing and keep the current property versus repositioning into the replacement property.

Keep Current Property

Property Value Today$0
Cap Rate0.0%
NOI$0
Annual Cash Flow$0
Annual Loan Paydown$0
Annual Depreciation$0
DSCRNo Debt
Recovery Life0.0 yrs
Projected Equity at End of Hold$0

Reposition Into Replacement

Purchase Price$0
Cap Rate0.0%
NOI$0
Annual Cash Flow$0
Annual Loan Paydown$0
Year-1 Depreciation$0
Standard Annual Depreciation$0
DSCRNo Debt
Recovery Life0.0 yrs
Projected Equity at End of Hold$0

What Changes If You Reposition?

MetricKeep CurrentReplacementDifference
Equity at End of Hold$0$0
$0
NOI$0$0
$0
Annual Cash Flow$0$0
$0
Annual Loan Paydown$0$0
$0
Year-1 Depreciation$0$0
$0
Cap Rate0.0%0.0%
0.0%
Total Projected Position$0$0
$0

Charts

Visualize how the current property and replacement property change over time.

Equity Over Time

Current property vs replacement property.

Annual Cash Flow Over Time

Annual cash flow for both properties.

Total Position by Strategy

Projected total position by path.

Advanced Details

This section makes the comparison more transparent.

Qualification / Underwriting View

Current DSCRNo Debt
Current Break-Even Occupancy0.0%
Replacement DSCRNo Debt
Replacement Break-Even Occupancy0.0%

Tax Detail

Adjusted Basis$0
Estimated Total Gain$0
Estimated Depreciation Recapture$0
Estimated Tax If Sold Normally$0
Estimated Tax on Boot$0
Standard Annual Depreciation$0
Accelerated Cost Seg Amount$0
Replacement Recovery Life0.0 yrs
Replacement Building Basis$0
Replacement Land Basis$0
Short-Life Basis Reallocated$0

Year-by-Year Comparison

Shows replacement-property annual income, annual cash flow, annual appreciation, annual loan paydown, and estimated annual tax benefit.

YearReplacement Annual IncomeOwner Annual Out-of-PocketAnnual Home AppreciationAnnual Loan PaydownAnnual Estimated Tax Benefit

Assumption Confidence & Sensitivity

This analysis uses estimates. Adjust key assumptions to see how outcomes change.

Current Cash FlowHigh
Normal Sale Tax EstimateMedium
1031 Exchange Tax DeferralMedium
Cost Seg Tax BenefitLow
Long-Term ProjectionLow
Replacement Basis EstimateLow

Projected Outcome Range

$0$0

Based on conservative to aggressive assumptions.

Is this actually the right move for your situation?

A 1031 exchange can defer tax. Cost segregation can accelerate deductions. Whether this strategy actually improves your position depends on basis, financing, replacement debt, timing, and how usable the tax benefits really are.

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