1031 Exchange Tax Deferral Calculator

This calculator will help you 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.

 

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 (%)
  • 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
    $

Additional Potential Dollars Available for Reinvestment When Leveraging a 1031 Exchange:

$

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
  • 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