Key Takeaways
- Model portfolio-wide impacts before any disposition: NOI, leverage, diversification, cash flow, and 1031 chain integrity.
- Stagger dispositions across tax years to minimize annual capital gains bracket impact and NIIT exposure.
- No single property should exceed 20% of portfolio value—concentration creates disposition risk.
- Maintain at least two viable exit paths for every property to ensure disposition flexibility.
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Test Your Knowledge
1.What is the recommended maximum portfolio concentration in a single asset for disposition risk management?
2.Why is multi-year disposition sequencing important for portfolio-level risk management?
3.What is the purpose of maintaining multiple exit paths for each property?