Exit Strategy (Ausstiegsstrategie)

Planning when and how to sell your property

4 min readUpdated December 2024

An exit strategy (Ausstiegsstrategie) is your plan for eventually selling or transferring your investment property. Smart investors think about the exit before buying.

Common Exit Strategies in Germany

  • Hold 10+ years, sell tax-free: Most common strategy to avoid capital gains tax
  • Hold indefinitely (buy and hold): Pass to heirs or live off rental income
  • Sell before 10 years: Accept capital gains tax for early liquidity
  • 1031-style exchange: Sell and reinvest (though less favorable than US)
  • Refinance instead of sell: Extract equity without triggering taxes

The 10-Year Tax-Free Rule

Thanks to Germany's Spekulationsfrist, properties held 10+ years can be sold with zero capital gains tax. This is the most tax-efficient exit strategy.

Real Example: Three Exit Scenarios

Property: Bought for €450,000, now worth €600,000

Exit Year 8 (Before Tax Deadline):

  • • Capital gain: €150,000
  • • Tax (26.375%): −€39,563
  • • Net proceeds after tax: €560,437

Exit Year 11 (After Tax Deadline):

  • • Capital gain: €150,000
  • • Tax: €0 (tax-free!)
  • • Net proceeds: €600,000

Waiting 3 extra years saved €39,563

Don't Sell — Refinance Instead:

  • • New appraisal: €600,000
  • • Refinance at 80% LTV: €480,000 new loan
  • • Pay off old loan (€360k remaining): €120,000
  • • Tax-free cash extracted: €120,000

Keep the asset, get liquidity, no tax consequences

When to Sell Before 10 Years

Sometimes it makes sense to pay the capital gains tax:

  • Major life change: Relocation, health issues, divorce
  • Much better opportunity: The new deal's returns exceed the tax cost
  • Market timing: You believe property values will decline significantly
  • Negative cashflow unsustainable: Can't afford to wait 2 more years

Estate Planning Exit

Many German investors never sell. Properties pass to children at stepped-up basis (Stichtagswert), avoiding all accumulated capital gains. This creates generational wealth with zero tax consequences.

Model different exit scenarios and timing