The annual question

Does holding still beat selling — on this property, this year?

Sentiment says keep it; the spreadsheet sometimes disagrees. Once a year, every property we manage gets the question asked properly — against the same valuation analysis and the same signed-lease rents a buyer would see.

HomeProperty ManagementKeep it or sell it
The analysis

Run on evidence, not on feelings.

The cited valuation analysis, the rent the leases support, the taxes at today’s assessment — held against what the building would clear if it sold.

Clients

Keep-or-sell analysis

The annual call on every managed property: does holding still beat selling? Built from the same valuation analysis and rent engines.

How clients use it
This tool can tell you to sell. That is the point.

A management company lives on the monthly fee, so “keep it” is always the answer that pays us. Ours will say “sell” when the evidence says sell — it costs us the fee, and it is exactly why the answer is worth having.

If the answer is sell

The tax bill does not have to come due.

The part of selling that scares long-time owners most is not the market. It is the depreciation.

The recapture problem, in one breath

Every year you held it, depreciation lowered your taxes — and lowered your basis. Sell outright and much of that comes back as a bill, often taxed as ordinary income. Owners who know this sit on buildings for decades just to avoid the exit.

How we sell without triggering it

Sell through a 1031 exchange and nothing gets cashed out with the taxman: the gain and the depreciable base carry forward into the next building, the recapture bill is deferred instead of due, and depreciation keeps running on the new property — with a fresh schedule on whatever you stepped up into. Our job is finding that next building, which is the half an exchange company cannot do for you. The mechanics, the clock and the traps are written out on the exit page.

One more thing

We are not your accountant and this is not tax advice. Everything here is arithmetic on public records and the numbers you type — run it past the person who signs your return before you act on it.

What comes off this page

Where this leads.

Two ways forward.