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1031 Exchange Tax Deferral Calculator

Utilize this calculator to determine the potential tax deferral you may realize by performing an Internal Revenue Code Section 1031 like-kind real estate exchange versus a taxable property sale.

Note: Results are hypothetical estimates for informational purposes only, are not guaranteed, and not a substitute for professional tax advice. 

Step 1: Enter Relinquished property details for the property that the owner (exchanger) wants to sell (relinquish).

  • Inputs
  • Original Cost Basis *
  • Property Sales Proceeds *
  • Mortgage Balance *
  • Depreciation *
  • Federal Tax Rate (%) *
  • State Tax Rate (%) *
  • Depreciation Recapture Rate (%) *
  • Medicare Tax Rate (%) *
CALCULATE
Reset
  • Outputs
  • With 1031 Exchange
  • No Exchange
  • Property Sales Proceeds
    With 1031 Exchange
    $
    No Exchange
    $
  • (less) Mortgage Balance
    With 1031 Exchange
    $
    No Exchange
    $
  • Net Sales Proceeds
    With 1031 Exchange
    $
    No Exchange
    $
  • Original Cost Basis
    With 1031 Exchange
    $
    No Exchange
    $
  • (less) Depreciation
    With 1031 Exchange
    $
    No Exchange
    $
  • Adjusted Cost basis
    With 1031 Exchange
    $
    No Exchange
    $
  • Capital Gain
    With 1031 Exchange
    $
    No Exchange
    $
  • Depreciation Recapture
    With 1031 Exchange
    $
    No Exchange
    $
  • Federal Tax Rate
    With 1031 Exchange
    $
    No Exchange
    $
  • State Tax Rate
    With 1031 Exchange
    $
    No Exchange
    $
  • Medicare Tax Rate
    With 1031 Exchange
    $
    No Exchange
    $
  • Equity Available for Reinvestment
    With 1031 Exchange
    $
    No Exchange
    $

1031 Exchange Tax Deferral

$
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DST investment calculator

  • Inputs
  • DST
  • Other Investment
  • Initial Equity Investment *
    DST
    Other Investment
  • Debt*
    DST
    Other Investment
  • Cost of Debt (%)*
    DST
    Other Investment
  • Annual Yield (%)*
    DST
    Other Investment
  • Income Tax Rate (%)*
    DST
    Other Investment
  • Annual Growth Rate (%)*
    DST
    Other Investment
  • LT Cap Gains Tax Rate (%)*
    DST
    Other Investment
  • Years *
    DST
    OTHER INVESTMENT
calculate
  • DST Investment
  • Gross Income
  • Debt Cost
  • % Sheltered
  • Tax*
  • Post-Tax Income
  • Total After-Tax Distributions
  • Capital Appreciation
  • (less) LT Capital Gains Tax
  • Initial Equity Investment
  • Total Return After Tax
  • Other Investment
  • Gross Income
  • Debt Cost
  • % Sheltered
  • Tax*
  • Post-Tax Income
  • Total After-Tax Distributions
  • Capital Appreciation
  • (less) LT Capital Gains Tax
  • Initial Equity Investment
  • Total Return After Tax

IMPORTANT NOTE: For Institutional Use only. The projections or other information generated by the calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. This tool is provided for illustrative purposes only and is not intended to be tax advice nor may it be relied upon as such. Contact a professional financial, tax, or legal adviser about your situation.