Grantor Retained Unitrust (GRUT Real Estate Wealth Transfer) Calculator 2026

Model Grantor Retained Unitrusts (GRUT) transferring appreciating commercial real estate and multi-family syndication equity to heirs with annual inflation-revaluing unitrust distributions and discounted gift tax liabilities.

Underwriting Assumptions

Contributed Real Estate Equity ($)

Annual Unitrust Payout Rate (%)

Commercial Real Estate Asset CAGR (%)

GRUT Trust Term Horizon (Years)

Projected Economics

Ending Tax-Free Wealth Transferred to Heirs

Total Retained Cash Distributions

Multi-Generational Wealth Multiplier