Optimize your advice on listed properties and convince property buyers with meaningful and comprehensible calculations. In this article, you will learn how Investagon optimizes your consulting process so that you can let the advantages of your properties speak for themselves.
Tax calculation of listed properties in Investagon for your customer advice
In order for real estate buyers to make an informed purchase decision, they need facts, figures and transparent advice. With the tax calculation in Investagon’s software, you can offer your customers the opportunity to better understand their investment.
At this point, we expressly refer to our General Terms and Conditions: “The information provided on the company’s website is for information purposes only and does not constitute an individual investment recommendation. It is merely intended to make it easier for the visitor to make an independent investment decision and is not a substitute for investor and investment advice.” Individual tax situations should be clarified with a tax advisor.
Especially Listed properties offer buyers financial advantages. Investagon’s monument tax calculator shows at a glance how depreciation, tax savings and returns affect your clients’ investments. With these calculation options, suitable answers to every investor question can be found with just a few clicks during the consultation.
Investagon provides clarity for advisors and prospective buyers without any effort, particularly with regard to the following three questions, which come up time and again when advising on listed buildings.
Calculate, advise, organize objects – all in one system!
Investagon supports you from the first meeting to the conclusion of the purchase!
How high is the depreciation for a listed property?
In the Investagon software, you can calculate the depreciation for wear and tear (AfA) for buildings together with your customer. The basis for calculating the depreciation for listed buildings is the building share, the listed building share and the ancillary purchase costs, taking into account repayment subsidies from development loans, for example.
Listed properties offer attractive depreciation opportunities, especially in the first 12 years after completion. The listed part often makes up a large proportion of the property and can be depreciated at 9% per year for the first 8 years and then at 7% for a further 4 years.
What is particularly interesting here is that the depreciation for the monument portion in the year of completion is not calculated pro rata for the year. This means that the entire monument portion is depreciated at 100% within 12 years. In addition, the “regular” portion of the building is depreciated on a straight-line basis at 2% or 2.5% per year.
How does the monument depreciation affect my tax return?
Explain to your clients how depreciation affects rental income and can reduce the tax burden or lead to tax refunds. If there is the prospect of tax benefits, this considerably increases the attractiveness of the properties you offer. For (very) high-earning customers in particular, the high depreciation possibilities are very interesting in order to reduce their personal income tax.
What tax refund can I expect per year and how much will I save?
In addition to tax-reducing effects, the question of whether a refund of taxes already paid beckons at the end of the year also has a major influence on the purchase decision.
Use the tax calculation for listed properties in Investagon to analyze the amount of potential tax refunds. In this way, you can show your customers how much tax they can save and how the depreciation on listed properties affects their return on equity.
Calculation, advice, property data – all digital in one software
If you are selling listed properties or other properties as investment properties, Investagon supports your sales team from the first consultation to the final purchase.
Investagon offers the following functions for calculating tax benefits and depreciation:
- Transparent calculation of listed properties
- Flexible definition of all parameters such as monument share or marginal tax rate or taxable income of the customer
- Clear presentation of all results
All calculations, documents and information are available centrally at all times and can be shared with customers during the consultation or via digital channels.
Compile all purchase-relevant key financial figures in a clear view to offer your customers sound and transparent advice:
- Monument depreciation
- taxable profit or loss
- Specific and individual tax savings for the respective customer
- Return on equity and cash flow per month before and after tax
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Why transparent monument calculation is essential for you and your customers
Investagon’s monument tax calculator is worthwhile for you – so you can offer
- Transparent and comprehensible advice on tax benefits: Your customers know exactly how depreciation affects their tax burden.
- Calculations and financial data directly during the consultation: no more complex and error-prone Excel tables or time-consuming manual calculations.
- Digital processes from consultation to completion: work efficiently, error-free and as modern as customers expect from service providers today.
Interested? Contact us and get to know Investagon
Find out more about the monument calculation and other functions with which Investagon supports your sales. Our team is available to advise you at any time.
Optimize your monument consulting
With Investagon, you provide real estate buyers with solid arguments and figures for their purchase decision.
