Free tools to help with your exchange
See what you have to reinvest, estimate the tax, see the dates, compare the debt, find your DST mix, check the replacement property, see what may be taxable when your DST is sold.
Check your property list against the 3-property, 200% and 95% rules.
Find which mix of your DSTs comes closest to equity, debt and value.
Not sure which one?
1. You are thinking about selling a property
Before you have sold or picked a replacement. See the equity you have to reinvest, the debt you have to replace and the loan-to-value your replacement property needs. Add your depreciation to see the gain and the tax you may pay if you cash out instead.
2. You are still deciding whether to exchange
See the estimated tax you may be able to defer by completing a 1031 exchange. Even a sale with little equity can carry a tax bill — the tax is calculated from what you originally paid and what you have depreciated over the years, not from the cash you walk away with.
3. You have just closed, or you are about to
Enter your closing date to see your 45-day identification deadline and 180-day exchange deadline.
4. You are writing your 45-day property list
Enter your share of the sale price and the DSTs you plan to identify, and see which of the three rules your list passes and how much room is left.
5. You are comparing debt levels
Compare the debt on the property you sold with the debt on your replacement property and see how different leverage levels affect the amount of real estate you can acquire.
6. You have a list of DSTs to choose from
Enter your sale and the DSTs you are considering to see which even splits come closest to replacing your equity, debt and value.
7. You are looking at specific DSTs
Enter the DST properties you are considering to see whether they replace the equity, debt and value of the property you sold.
8. Your DST is being sold
Enter the figures from the sponsor’s sale statement and see how much of your gain may be taxable if you take cash or replace less debt.
These are estimates to help you think through your options.
We can help you make the most of your 1031 exchange.