Decision | What cash you see now | What gets taxed now | What stays deferred |
Redeem and walk away | You get $3.5M ($3M stock + $0.5M jet). | • Long-term cap-gain on the $2M stock growth. • Ordinary income (recapture) on the $0.5M jet depreciation. | Nothing — your deferral ends when you cash out. |
Stay in the Pod | No cash today. The Pod sells $500k of stock to cover the jet’s loss and pay down loans. | • Long-term capital gain on your share of the $500k stock sale. • No depreciation recapture (the jet isn’t sold). | • The remaining $1.5M unrealized stock gain stays deferred. • Jet recapture stays deferred until the jet is sold or you redeem later. • You keep flying, and the Pod can refinance or buy new aircraft. |
The values here assume $1M minimum investment.
Please read our full disclosures before making an investment decision.