The Next Move

What can your equity do next?

Most home value tools stop at a number. This one answers the question that actually drives a move: what does your equity unlock? Enter two numbers and see your equity today, your estimated net proceeds, and the bigger home or income property those proceeds could put within reach.

$

Not sure? Get a free instant estimate with the home value tool, then drop the number in here.

$

Roughly what you still owe. Own it free and clear? Leave this at 0.

Your Equity Today
$450,000
Estimated home value$900,000
Less mortgage balance- $450,000
Ways to put it to work
Sell and move upnet $387,000
Less est. selling costs (7%)- $63,000
Estimated net proceeds if you sold
$387,000
Move up to a bigger home
up to $1,935,000
Using your net proceeds as a 20% down payment.
Buy an income property and keep building
up to $1,290,000
Using your net proceeds as a 30% down payment on a rental.
Cash-out refinance, keep your home$270,000 cash
Cash you could pull out (at 80% of value)
$270,000
Buy an income property, keep the one you have
up to $900,000
Using your cash-out as a 30% down payment on a rental.

You keep your home and its equity keeps growing. Trade-off: a cash-out refinance replaces your whole mortgage at today's rates, so the payment may rise. Compare it with the HELOC option below.

HELOC, keep your low rate$315,000 line
Credit you could open (up to 85% combined)
$315,000
Fund a rental down payment from your line
up to $1,050,000
Using your line as a 30% down payment on a rental.

A line of credit leaves your current first mortgage and its rate untouched. You borrow only what you draw, usually at a variable rate. Often the better move when your existing rate is low.

Keep this home as a rental, buy the next$450,000 stays working

Instead of selling, you hold this home for rental income and finance your next one separately. Your $450,000 of equity stays invested and keeps growing while a tenant helps cover the mortgage. You would still need a down payment for the next home, and lenders often count part of the projected rent toward qualifying. This is the classic move that turns one home into a growing portfolio.

Add an ADU for incomevery local

California's ADU rules make adding a unit one of the most direct ways to build income and value on the home you already own. Fund the build by tapping equity (see the refinance or HELOC options above). A new unit can add rental income and lift your property's value. Build costs vary widely by size, type, and site, so this is a great one to map out together.

Sell and downsize$387,000 freed

If your next home costs less than what you net, the difference becomes cash you can keep, invest, or use to buy with little or no mortgage. With about $387,000 in net proceeds, downsizing can cut or even erase your monthly housing payment and free up equity for the next chapter.

Your Personalized Next Move

Turn this estimate into a real plan

The numbers above are a starting point. I will look at your actual home, today's market, and where you want to go, then send a personalized Next Move report with the options that fit you. Free, no pressure.

Joins you to the Dream Home Club so I can send your report and the occasional useful update. Never sold, unsubscribe anytime. For informational purposes only. DRE #02096621.

This planner provides estimates for informational purposes only and is not financial, lending, tax, or investment advice. Home value, selling costs, down payment requirements, and what you may qualify for vary by property, lender, and market conditions. The move-up, income-property, and cash-out refinance figures show what a given down payment or loan-to-value percentage would cover, not a loan approval or a guarantee. A cash-out refinance replaces your existing mortgage and may change your rate and payment. Talk with David and a qualified lender before making any decision.

Ready to build a plan for your Dream Home?

Whether you're buying your first home, selling, or just figuring out what's possible, the conversation starts here.

Let's Talk

Work With Me

What are your dreams and goals?