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Tabbed Financial Dashboard
Tax Analysis
Load-Up Analysis

Tax Analysis

Calculated Results

A. Sale Price Net of Commission & Selling Costs:

B. Amount of Debt:

C. Estimated Cash Equity:

D. Current Net Cash Flow:

E. Percentage of return on Equity:

%

F. Real Estate Purchase Price:

G. Depreciation to Date:

H. Current Tax Basis:

I. Depreciation Recapture Tax on Sale:

J. Capital Gains Tax on Sale:

K. Approximate Tax on Sale:

L. Cash Available After Taxes:

M. Invest Available Cash at 6.5%:

N. Reinvest Cash Flow in 1031:

O. Capitalization Rate:

%

P. Cash flow if property is held:


/ Monthly

Q. Cash flow if sold and reinvested:


/ Monthly

R. 1031 Exchange Return:


/ Monthly

Load-Up Analysis

Calculated Results

A. Equity available for Exchange (Funds held with QI):

B. Commission Rate for Delaware Statutory Trust:

C. Waived Commission value:

D. The WMS "Load-Up" Exchange Flat fee (Tier 1):

E. Net Equity for Exchange:

F. Total Equity Acquired through WMS "Load-Up" Exchange:

G. Projected Distribution Rate on acquired DSTs:

H. Projected Annual Distribution - W/ Commissions:

I. Projected Annual Distribution - W/ WMS "Load-up" Exchange:

P. Equity Owned using Traditional Commission based Exchange service:

Q. Equity Owned using the WMS "Load-Up" Exchange service:

R. Cash Flow projected using Traditional Commission based Exchange service:


/ Monthly

S. Cash Flow projected using the WMS "Load-Up" Exchange service:


/ Monthly

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