What It Is

The Equity Portability Analysis is the planning worksheet we build for anyone selling a current home to buy another one in the same window. It starts from a comparable-based value range for your current home (from the Pricing Strategy Review or a working comp pull), then walks the numbers all the way through to what you can put toward the next purchase.

  • A Net-Proceeds Worksheet

    Sale price range minus commission, New Jersey's Realty Transfer Fee, the Graduated Percent Fee where it applies, attorney costs, prep costs, and likely concessions — see the full line-item list in our methodology.

    Data-Driven Pricing & Strategy

  • A Section 121 Exposure Flag

  • A Purchasing-Power Translation

  • A Gap-Risk Options Matrix

Data-Driven Pricing & Strategy
Deep Local Knowledge of North Jersey Towns
Clear Communication, No Pressure
Custom Marketing Plans—Not Templates
Data-Driven Pricing & Strategy

This analysis is educational information for planning purposes, not tax, legal, or lending advice. Consult a CPA regarding your specific tax situation and a licensed lender regarding financing terms.

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