Every asset eventually reaches a crossroads:
Do I keep it, improve it, refinance it— or sell and move the capital somewhere better?

The Sell / Hold / Trade Decision Framework turns that question into a simple, repeatable process so you’re not reacting to the latest headline or broker pitch.

What this worksheet helps you do:
– Evaluate Sell: current value, tax hit, net cash after a straight sale
– Evaluate Hold: projected 5‑year cashflow, upcoming capex, and rent‑law drag
– Evaluate Trade (1031): likely replacement metrics, leverage, and improved cashflow or location
– Score each property on key factors: risk, hassle, upside, liquidity needs, and time horizon
– Arrive at a clear recommendation for each door: Sell, Hold, Refinance, or 1031

Use this once a year—paired with your Portfolio Map and Debt & Rate Snapshot—to decide which 2–3 properties deserve action in the next 12–24 months, and which can simply keep doing their job.