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Disposition Analysis
Hold 2 more years or sell now? Model the after-tax NPV of each option with real assumptions.
The hold/sell question comes up every quarter, and every quarter someone rebuilds the analysis in a new spreadsheet. Current market value, remaining hold period cash flows, disposition costs, tax implications — assembled from different sources, with different assumptions, every single time.
Upload your property data into the Data Room. Spin up parallel sub-chats — one for market comps, one for tax modeling, one for the financial analysis. Apers models hold vs. sell vs. refinance against current assumptions. Save findings from each sub-chat to the Data Room so every thread can reference the full picture, then save the final comparison to your Library. Run a Playbook to stress-test against your investment criteria.
From Question to Decision
Define your scenarios
Sell now, hold 2 years, hold 5 years, refinance and extend — specify the paths you want to compare. Attach property data from the Data Room.
Apers models each path
After-tax NPV, disposition costs, reinvestment proceeds, and return metrics calculated for every scenario using consistent assumptions and market data.
Compare side by side
All scenarios in one view — highlighted by the metric that matters most to your decision. Drill into any number with sub-chats for deeper analysis.
Export the decision
Save the comparison to your Library, download to Google Sheets, or feed results into an IC memo. The analysis becomes institutional knowledge.
Exit Window Optimization
Multiple exit scenarios modeled simultaneously — timing, cap rate assumptions, broker opinions of value. Find the disposition window that maximizes after-tax returns.
Hold vs. Sell vs. Refi
Three paths compared on the same basis. Continue the hold, sell at market, or refinance and extend — NPV of each option with explicit assumptions.
After-Tax Returns
Depreciation recapture, capital gains, 1031 exchange eligibility — disposition economics modeled after tax, not before. The number that actually matters.
Parallel Analysis Threads
Run market research, tax modeling, and financial analysis in separate sub-chats — each with full access to the Data Room but isolated from each other. Save findings to the Data Room from one thread, then reference them in the next.
Institutional Memory
Every disposition analysis saves to your Library with full assumptions and source data. Next quarter, start from last quarter's model — not from scratch.
Models
Frequently Asked Questions
How does Apers model hold vs. sell decisions?
Apers calculates the after-tax NPV of each option — sell now, hold for a defined period, or refinance — using your actual property data and current market assumptions. Results are presented side by side so your team can evaluate the trade-offs with full context.
Does Apers account for tax implications in disposition analysis?
Yes. The model includes capital gains taxes, depreciation recapture, and other disposition costs. You can compare pre-tax and after-tax returns for each scenario to understand the true economic impact of timing your exit.
What documents do I need for a disposition analysis?
Upload your property financials, current appraisal, and original acquisition documents to the Data Room. Apers also uses market comps if available. The UDPE engine reads scanned PDFs, native spreadsheets, and other common formats.
Can I stress-test disposition scenarios in Apers?
Yes. Run parallel sub-chats for different market conditions, cap rate assumptions, or exit timelines. You can also apply a Playbook to flag scenarios that fall below your return threshold. Findings from each sub-chat can be exported to the Data Room for cross-reference.