1031 Exchange Tools
Capital gains estimation, replacement portfolio modeling, the pre-listing checklist, and sample DST inventory.
1031 Exchange & Capital Gains Calculator
Compares total tax exposure on a straight sale against the amount potentially deferred through a 1031 exchange. Includes federal capital gains, Section 1250 depreciation recapture, state income tax, and net investment income tax.
NNN Cap Rate Calculator
Derives net operating income and capitalization rate from rent and operating expense inputs. Stress-tests cash-on-cash across leverage scenarios prior to evaluating a triple-net or DST offering.
LTV Calculator
Calculates loan-to-value and combined loan-to-value from property value and mortgage balances, surfaces your equity position, and translates current debt into the replacement-debt target a 1031 exchange has to match.
The Landlord's 1031 Checklist
Eleven items to confirm with the seller's CPA, attorney, and listing broker before the property reaches the market, so the 45-day identification clock begins on the seller's terms. Printable PDF included.
DST Portfolio Builder
Models replacement property allocations across multiple DSTs. Tracks equity and debt coverage, blended year-one distribution rate, and diversification by property type and sponsor.
DST Property Browser
Sample Delaware Statutory Trust offerings across multifamily, medical, net-lease retail, self-storage, and adjacent asset classes. The full inventory and sponsor PPMs become available with account registration.
These calculators illustrate mechanics, not outcomes. Every exchange is different. Consult your CPA, attorney, and qualified intermediary for advice on your specific situation.