Finance category
Mortgage, loan, investing, tax, and money calculators.
Portfolio Asset Sale Allocation Calculator
Portfolio exits allocate proceeds many ways.
Net distributable
$12,660,000
Tax due
$6,440,000
Gross gain
$23,000,000
How the math works
Gain = gross price − basis. Tax = gain × rate. Net = gross − debt − fees − tax.
$45M − $22M = $23M gain. × 28% = $6.44M tax. Net $45M − $25M − $900k − $6.44M = $12.66M distributable.
How to Use
- Enter gross sale price.
- Enter debt payoff.
- Enter sale fees (broker, legal).
- Enter tax basis.
- Enter tax rate %.
- Read net distributable.
Frequently Asked Questions
Allocation order?
1) Debt payoff (including defeasance/yield maintenance). 2) Sale fees (broker 1-3%, legal, escrow, title). 3) Tax (on gain over basis × rate). 4) Distributions per LP agreement waterfall (preferred return, then promote).
Typical fees?
Broker 1-2% institutional, 3-6% smaller deals. Legal $25k-$250k. Escrow/title 0.3-0.8%. Defeasance for CMBS: 3-8% of balance. Total fees typically 2-5% of gross price. Plan carefully in proceeds waterfall.
Tax considerations?
Long-term capital gain 20% federal + state + NIIT. Depreciation recapture 25%. 1031 exchange defers tax. Installment sale spreads tax. Opportunity Zone rolls into QOF deferring tax. Structuring materially affects net to investors.
Related Calculators
More Finance Calculators
Browse all finance →AI Cost Calculator
Compare token costs across OpenAI, Anthropic, and Google AI models. Calculate monthly API spending for GPT-4o, Claude, Gemini, and more.
Tip Calculator
Calculate the perfect tip and split the bill between friends. Choose preset percentages or enter a custom tip amount.
Bill Splitter Calculator
Split an uneven restaurant bill by item, divide tax and tip proportionally, and see exactly who owes whom.
Discount Calculator
Calculate sale price, discount amount, stacked discounts, sales tax, and total savings for any markdown.
Gas Mileage Calculator
Calculate MPG or km/L, estimate trip fuel cost, and compare annual fuel expenses between two vehicles.
Sales Tax Calculator
Add sales tax to a price, reverse-calculate the pre-tax amount from a total, and estimate tax for multiple items on one receipt.
Keep exploring