Exit planner

The closing statement, before you commit to close

A listing price is not what you keep. Commission, transfer taxes, the loan payoff, depreciation recapture and capital gains all come out of it first. The exit planner starts from your own books and works the whole thing down to net cash — with every assumed figure marked as one. Estimates for planning, not advice.

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The exit planner pricing a sale: the sale price and the cash it leaves, above the closing statement and the return-against-sale-price curve
What it does

The answer first

One sale price, always editable, and beside it what that price is worth to you after everything comes out. Nothing needs filling in first — every assumption has a working default.

An honest tax estimate

Depreciation recapture, capital gains, state rates and the NIIT, modelled per asset from assumptions you can see and change. Estimates for planning — your CPA files the return.

Priced from your books

Set the price from market value, a percentage of it, an exit cap rate, an earnings multiple, or solve for a target return — the cap rate and multiple start at each asset's own.

Asset by asset

The portfolio total and each asset's own closing statement. Hover a row for the arithmetic; click one to focus every card on it.

How it works

Pick the scope

An LLC in one click, or fine-tune to any set of assets. The page opens on your biggest group.

Set the price

Type one, or derive it — percent of market, cap rate, earnings multiple, or a target return solved backwards to the price that reaches it.

Read what is left

Selling costs, payoff and the tax estimate, as a statement, a waterfall and a curve of every price against the return it leaves.

Questions
Can it tell me what I would actually keep if I sold?
That is the exit planner, on the Enterprise plan. Pick a sale price — or set it from a cap rate, an earnings multiple or a target return — and it works down from price through selling costs, loan payoff and an estimated tax bill (depreciation recapture, capital gains, state rates, the NIIT) to the cash that is left, per asset and for the portfolio. The tax figures are estimates for planning, computed from your own records and assumptions you can change — not advice.
Which performance metrics do you calculate?
DSCR, cap rate, LTV, NOI, ROI and cash-on-cash return, per asset and rolled up across the portfolio — plus cash-flow stability, vendor concentration and interest-rate risk. They are computed from your actual transactions and your actual loan terms, not from figures you type into a metrics screen. The performance suite is on Pro and up.

More of them on the full FAQ.

Next to this

Performance analytics Loan events All features

Put it to work on your own numbers

Add one asset, link one account, and see what a month looks like.

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