ExpressHomeSale

3964 Aquarius Way, Leland, NC 28451-2143

Estimated Market Value

$0
Range: $300,930 - $332,607
3Beds
2.5Baths
1,350SqFt
2023Built

AI Property Analysis

Built in 2023, this charming 3-bedroom, 2.5-bathroom residence at 3964 Aquarius Way offers 1350 sq ft of modern living. Featuring central air conditioning, a heat pump, and electric heating, this home ensures comfort year-round. The exterior boasts durable vinyl siding, complemented by a hip-style shingle roof and a crawl/raised foundation. Recently sold in January 2024 for $308,500, this inviting property is move-in ready and designed for contemporary living.

Your Capital Gains Tax Savings

Section 121 Primary Residence Exemption Analysis

Total Potential Taxable Gain
$8,269
Based on estimated value of $316,769 minus purchase price of $308,500
✅ You likely qualify! You've owned this home for 2.4 years (minimum 2 years required).
⚠️ This tax benefit may not last forever. The Section 121 exclusion is frequently debated in Congress. Knowing your equity options now is crucial for long-term wealth planning.

Single Filer

Up to $250K Exclusion

Protected Amount:$8,269
Capital Gains Rate:20%
Potential Tax Savings:$1,654

Married Filing Jointly

Up to $500K Exclusion

Protected Amount:$8,269
Capital Gains Rate:20%
Potential Tax Savings:$1,654

Tax Liability Comparison

* This analysis is purely an estimate based on assumed 20% capital gains rates and available public data. We are not tax professionals. Please consult a licensed CPA to verify your exact eligibility and tax implications.

Financial Projections

Estimated Net Proceeds

Estimated Cash in Hand:$42,661

Equity Breakdown

Cost to Build Today$303,750
Investor Quick-Sale Est.$216,670
Monthly Rental Est.$2,059/mo

Your Appreciation Story

Your Annual Return1.1%Compound growth rate
Historical Average3.5%Long-term US average
Above-Average Growth+$0Growth above historical 3.5% baseline

Your home has appreciated at 1.1% per year — below the historical average of 3.5%. This extraordinary growth was driven by recent market conditions that are unlikely to repeat. Understanding this context is key to making smart decisions about your equity.


What Could Your Equity Do?

If you sold today and invested your $42,661 equity in the S&P 500, in 10 years it could grow to $110,652 — compared to an estimated $209,155 in total equity by staying in the home.


The Hidden Cost of Holding

Insurance (0.4% est)$106/mo
Maintenance (1% est)$264/mo
Opportunity Cost (5% est)$178/mo
Total Monthly Holding Cost$547/mo

* Estimates do not include county, city, or other annual property taxes.

While your home appreciates, it costs approximately $547/month to hold — including $178/month in opportunity cost from equity that could be earning interest elsewhere.

Market Pulse

Market Temp
❄️ Cool

Slower price growth and extended listing times suggest a more buyer-friendly environment.

Your Neighborhood

Nestled in the vibrant Northwest area of Leland, NC, within Brunswick County, this home is part of the Wilmington metropolitan area. Residents benefit from being served by Brunswick County Schools and enjoy a peaceful, medium-density residential environment, specifically within the Northern Lights subdivision. Its location offers convenient access to local amenities while maintaining a serene community feel.

Market Trend Predictions

1 Year Forecast$324,041Range: $318K - $328K
3 Year Forecast$339,089Range: $322K - $351K
5 Year Forecast$354,836Range: $326K - $376K

Estimated Monthly Equity Gain
+$606/mo

Based on moderate market appreciation projections, your property generates passive wealth each month.

❄️Market Outlook & Sell Window

Buyer's market — consider waiting for conditions to improve

* Projections are estimates based on historical trends and local market data, and do not guarantee future performance.

⚖️ This analysis is for informational purposes only and does not constitute professional advice. Always consult with a licensed local real estate agent, appraiser, attorney, and/or accountant before making any real estate decisions or entering into any agreements.
Buddy Blake

Report Generated By

Buddy Blake

Buddy Blake Real Estate