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Exit Planning Strategy

Plan optimal exit strategy: timing, 1031 vs cash out, seller financing, rent-to-own, BRRRR refinance.

Complexity: Moderate | Duration: 15-30m | Category: Finance/Investment

Tags: real-estate exit-strategy 1031-exchange seller-financing brrrr

Workflow Diagram​

Steps​

Step 1: Property Valuation​

Agent: real

estate-analyst - Estimate current market value

Step 2: Equity Calculation​

Agent: financial

analyst - Calculate current equity (value - loan balance)

Step 3: Sale Scenario​

Agent: financial

analyst - Calculate net proceeds after costs, taxes

Step 4: 1031 Exchange​

Agent: tax

specialist - Model tax deferral via 1031 exchange

Step 5: Seller Financing​

Agent: real

estate-analyst - Model seller-financed sale (reduce taxes, earn interest)

Step 6: BRRRR Refinance​

Agent: real

estate-analyst - Model cash-out refinance to access equity

Step 7: Hold & Rent​

Agent: financial

analyst - Project continued cash flow and appreciation

Step 8: Tax Impact​

Agent: tax

specialist - Calculate capital gains tax for each scenario

Step 9: ROI Comparison​

Agent: financial

analyst - Compare IRR for each exit strategy

Step 10: Market Timing​

Agent: market

analyst - Assess if current market favors selling

Step 11: Recommendation​

Agent: real

estate-analyst - Recommend optimal exit strategy

Step 12: Report​

Agent: documentation

writer - Generate exit strategy analysis report

Usage​

To execute this workflow:

/workflow finance/investment/exit-planning-strategy.workflow

See other workflows in this category for related automation patterns.