Free, interactive tools to plan your exchange — estimate your tax, hit your deadlines, size your debt, value your minerals, and compare strategies. Built for accredited investors and their advisors.
Estimate the gain, depreciation recapture, NIIT and state tax on a sale — and what a 1031 defers.
Open → CalculatorSplit a gain into the recaptured portion (up to 25%) and the capital-gain portion, and see the tax on each.
Open → CalculatorEstimate the first-year deduction and tax savings from a study, with 100% bonus depreciation.
Open → CalculatorCompare your net worth after cashing out and paying tax versus deferring and compounding.
Open → CalculatorThree ways to handle a large gain — pay tax now, exchange, or invest in an Opportunity Zone.
Open →Enter your closing date to get your 45-day identification and 180-day completion deadlines.
Open → CalculatorSee how much taxable boot — cash and mortgage — a partial reinvestment would create.
Open → CalculatorFind the replacement value and loan you need to avoid mortgage boot.
Open →Estimate the monthly and annual DST income your equity could generate.
Open → CalculatorConvert between unlevered cap rate and levered cash-on-cash; play with the debt and expenses.
Open → CalculatorEstimate what your mineral or royalty interest may be worth from your monthly income.
Open → CalculatorCompare keeping your mineral royalties against exchanging into a DST.
Open →Run the numbers, then talk it through. Reach Jerry directly while every option is still open.
