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Retiree Gives Herself a Raise During Retirement

CASE STUDY #1
CA investor more than doubles her return on equity (%) by selling a CA investment property (built in 1964) and exchanging into three new construction homes in the Memphis MSA (built in 2020). She has boosted her overall return while significantly reducing her risk profile with a turn-key investment.
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HIGHLIGHTS
SAN JOSE NUMBERS

San Jose Performance Data

San Jose Sales Data

$940,000
Sales Price of San Jose Property
$86,000
Real Estate Commissions, Closing Costs, and Repairs
$854,000
Net Proceeds from Sale
MEMPHIS NUMBERS

Memphis Purchase Data

$805,000
$270,000 + $262,000 + $259,000 + Closing Costs
Combined Purchase Price of three Memphis investment homes.
$49,000
Pocketed Funds
SIDE-BY-SIDE COMPARISON

San Jose

Memphis MSA

San Jose Returns

$607,655
Projected 10-Year Net Gain

Memphis Returns

$761,191
Projected 10-Year Net Gain
$49,000
Cash Packeted at Time of Purchase *

* This does not include potential tax implications

PROPERTY PHOTOS
SAN JOSE, CA
70 FAIRWAY HILLS DR. OAKLAND TN
4254 SHINAULT LANE, OLIVE BRANCH MS
6335 DARWOOD DR. OLIVE BRANCH MS
FULL STORY