S&P 500 Wins
$5,235,148 better (493.2% higher return)
Best Choice

Odds of Beating S&P

28%

Tax Advantage

$949,695

Year 20 Income

$66,313/yr

vs $104,358/yr dividends

Leverage

1.2x

Real Estate Investment
Exit Value (After-Tax)$1,061,549
After-Tax IRR3.0%
Investment Multiple0.71x
Total Taxes Paid$252,404
S&P 500 InvestmentWinner
Exit Value (After-Tax)$6,296,696
After-Tax IRR7.5%
Investment Multiple4.23x
Total Taxes Paid$1,202,099

Scenario: Wendys high equity