S&P 500 Wins
$403,085 better (11.2% higher return)
Best Choice

Odds of Beating S&P

73%

Tax Advantage

$75,158

Year 20 Income

$238,381/yr

vs $66,073/yr dividends

Leverage

3.7x

Real Estate Investment
Exit Value (After-Tax)$3,583,596
After-Tax IRR12.2%
Investment Multiple3.80x
Total Taxes Paid$685,937
S&P 500 InvestmentWinner
Exit Value (After-Tax)$3,986,681
After-Tax IRR7.5%
Investment Multiple4.23x
Total Taxes Paid$761,095

Scenario: v3