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What would selling actually free up?

The question behind every downsizing decision. This works out your net proceeds after the real costs, what is left once you buy the next home, and whether the capital gains exclusion covers you.

Selling your current home

Buying the next home

Capital gains check

The exclusion applies if you lived in the home two of the last five years. Gain is the sale price minus selling costs minus your cost basis plus improvements, not simply the price minus what you paid.

Two things people get wrong

A cheaper house can cost more per month

If your current home is paid off, or carries a rate from several years ago, financing even a much cheaper home at today's rates can produce a higher monthly payment than the one you have now. Add HOA dues in a 55+ community and the gap widens. Run the all-in monthly number on the next home before you assume smaller means cheaper.

Sell first or buy first

Selling first is the lower-stress path for most owners with real equity. It avoids carrying two mortgages, gives you a firm budget, and makes you a stronger buyer. The trade-off is possibly needing short-term housing. Buying first makes sense when the right home is rare and you can carry both. Either way, plan for a few days of overlap.

Want the real number for your house?

This estimate uses typical Utah percentages. Your actual proceeds depend on what your home is genuinely worth today, what you still owe, and what gets negotiated in the contract. Those are knowable, not guessable.

Send me the address and I will put together a proper net sheet: likely sale range from real comparable sales, every cost line, and what you would actually walk away with. Free, usually within one business day.

Get a real net sheet

Your likely sale range and true proceeds, from recent comparable sales.

I'll send this over and may follow up once to see if you have questions. No spam, ever.

Should you downsize at all? Ten questions that weigh space, upkeep, stairs, cost and attachment. Where would you go? Every 55+ community in Utah, with verified dues and age rules. What is your home actually worth? A real valuation from a broker, not an automated guess.