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Tabbed Financial Dashboard
Tax Analysis
Load-Up Analysis

Tax Analysis INPUTS

Calculated Results

C. Estimated Cash Equity:

E. Percentage of return on Equity:

%

H. Est. Current Tax Basis:

I. Est. Depreciation Recapture Tax on Sale:

J. Est. Capital Gains Tax on Sale:

K. Approximate Recapture and Gain tax due on Sale:

L. Cash Available After Taxes:

M. Reinvested cash via 1031 Exchange at 6.5%:

O. Current Capitalization Rate:

%

P. Cash flow if property is held:


/ Monthly

Q. Cash flow if Sold, Tax paid and Capital Reinvested at 6.5%:


/ Monthly

R. Cash flow via 1031 @ 6.5%:


/ Monthly

Load-Up Analysis INPUTS

Calculated Results

C. Waived Commission value:

E. Net Equity for Exchange:

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

H. Projected Distribution via Exchange w/ Commission based Representative:

/ Annual

I. Projected Distribution w/ WMS “Load-Up” Exchange:

/ Annual

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
Disclaimer: The calculations presented herein are for educational purposes only and do not constitute financial advice. A thorough and formal analysis should be conducted by a licensed financial advisor at WMS Wealth Management. This tool is intended solely to illustrate the potential benefits of a 1031 exchange and the advantages of engaging the services of WMS Wealth Management.

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