FAQ: How to Set Real Estate Appreciation Rate

The platform real estate appreciation rate is 2.1% the same as the inflation rate. This means that in the Today’s Dollars chart the value of the real assets remains flat, but if you switch to the Future Dollars chart you’ll see that the value increases over time.

If selling your home is part of your plan, and you absolutely want to assume a higher value in the future, then we recommend adding a non-taxable income amount in the year of sale equal to the extra appreciation. You can do this in Planning > Projections > Table and then open up the Income columns using the “>” arrow. From there you can add non-taxable income in the year of sale, save, then recalculate at the top of the page to integrate that change.