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RightTraining: Modeling Real Estate "What-If" Scenarios

Автор: RightCapital

Загружено: 2026-01-26

Просмотров: 88

Описание: Whether your client rents or owns a primary residence, a vacation home, or investment properties, having a strong grasp of their portfolio is key to constructing a sound financial plan. Join us for a detailed case study focused on:

Modeling four common property scenarios: keep, downsize, sell & rent, and relocate
Comparing purchase and selling proposals
Evaluating scenarios such as a refinance and a 1031 exchange

[Originally presented 1/23/26, edited for time and clarity]

----------------------------

📊 About RightCapital

RightCapital is financial planning software done right. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors*. For more information, visit https://www.rightcapital.com.

Source: The Kitces Report - 2024 Financial Planner Productivity Study, https://www.kitces.com/kitces-report-...

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