Tools
1031 exchange calculators
Quick, simplified math for the questions that come up while you plan an exchange. Each calculator explains what it assumes and links to the guide that goes deeper.
Educational illustrations only. Confirm every figure with your CPA, attorney and qualified intermediary.
Available now
Boot calculator
Cash boot, mortgage boot and the estimated taxable amount in a proposed exchange, with what to change for a full deferral.
In the investor workspace
Portfolio Builder
Allocate exchange equity across current offerings and compare total investment, debt, LTV, year-one income and 721 exit options. Sign-in required.
Coming back
These calculators are being rebuilt. In the meantime the linked guides cover the same ground.
45- and 180-day deadlines Soon
Identification and closing dates from your sale date. See the exchange timeline and the 45-day trap.
Deferred tax Soon
Federal capital gains, depreciation recapture and net investment income tax on a sale, and what an exchange defers. See how much tax a 1031 exchange defers.
Depreciation recapture Soon
Unrecaptured Section 1250 gain at sale. See depreciation recapture on a real estate sale.
Replacement property target Soon
The value, equity and debt to replace for full deferral. See equity and debt matching.
Sell vs. exchange Soon
After-tax proceeds from selling outright compared with exchanging. See 1031 exchange vs. selling.
DST yield, tax-adjusted yield, cap rate, cash-on-cash and after-tax proceeds Soon
See DST distribution rate vs. total return, cap rate and capital gains tax on real estate.