Sample Demo
Interactive Sample Demo
Explore hypothetical downsizing scenarios with pre-filled data. No signup required.
Sample Only. Sample only. These numbers are hypothetical and for educational purposes. Your results depend on your home value, mortgage, taxes, fees, rates, and lifestyle choices.
Select a Sample Scenario
Net Proceeds from Sale
$932,000
After selling costs
Investable Equity Released
$557,000
After new down payment
Monthly Savings
$2,550
Reduced housing costs
Monthly Housing Cost Comparison
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Sample monthly savings: $2,550
Housing Cost Breakdown
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Note: These pie charts show how your monthly housing costs are distributed across different categories. The visual breakdown helps you see where the savings come from when you downsize.
Equity Released for Investment
Buy Scenario
$557,000
After new down payment of $350,000
Rent Scenario
$932,000
Full proceeds available to invest
10-Year Investable Equity Growth Projection
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Assumption: 4% annual growth on investable equity. This is a hypothetical projection and does not guarantee future results.
Sample Assumptions
Current Home
- Home Value:$1,250,000
- Mortgage Balance:$250,000
- Selling Costs:$68,000
- Net Proceeds:$932,000
New Purchase
- Purchase Price:$850,000
- Down Payment:$350,000
- New Mortgage:$500,000
- Equity to Invest:$557,000