Run Your Numbers
Two questions come up in nearly every first conversation: “What would I actually owe if I just sold?” and “How much time do I really have?” These calculators answer both — in about a minute.
Seven Tools. Start With Your Question.
Capital Gains Estimator
Selling soon? See the tax bill a fully deferred exchange could postpone — federal, recapture, NIIT, and state.
Open the calculator ↓45 / 180-Day Deadlines
Already closed? Get your exact identification and closing dates — the IRS grants no extensions.
Open the calculator ↓Exchange Math Wizard
Structuring your purchase? Check the value, equity, and debt rules — and catch taxable boot before it surprises you.
Open the wizard ↓Property ROI Calculator
Comparing rental options? Project cash flow, operating income, and cash-on-cash return before you commit.
Open the calculator ↓Vesting Wizard
Changing how you’ll hold title? Check the same-taxpayer rules before your vesting plan breaks the exchange.
Open the wizard ↓Capital Gains Deferral Estimator
Estimate the taxes a fully deferred 1031 exchange could postpone.
Estimates assume the top 20% federal long-term capital gains rate, 25% depreciation recapture, and 3.8% NIIT applied for illustration; your actual rates depend on income, filing status, and state law. This tool is educational only and is not tax advice — consult your CPA before acting.
45 / 180-Day Deadline Calculator
Enter your relinquished property’s closing date. The IRS grants no extensions.
Deadlines fall on calendar days — weekends and holidays included. The 180-day period may be shortened by your tax return due date; confirm specifics with your tax advisor.
Numbers Looking Large?
That’s the point of planning before you sell. A 30-minute conversation can map every deferral path available to you — exchange, 721, Opportunity Zone, or simply paying the tax when that’s genuinely the better answer.
Schedule a Private Consultation1031 Exchange Math Wizard
Enter your sale and replacement figures to check the IRS value-equaling rules — and see any taxable boot before it surprises you.
To defer all gain, acquire replacement property of equal or greater value, reinvest all net equity, and replace all debt (or offset the difference with additional cash). Educational estimates only — confirm your figures with your Qualified Intermediary and tax advisor.
Investment Property ROI Calculator
Analyze a rental purchase: financing, income, and expenses roll up to cash flow and cash-on-cash return.
Assumes a 30-year amortizing loan. Operating expenses include taxes, utilities, landscaping, insurance, maintenance, and management. Educational estimates only.
Property Vesting Wizard
The IRS generally requires the same taxpayer that sold the relinquished property to acquire the replacement. Check how your planned vesting holds up.
Vesting rules are nuanced — entity classification, state law, and timing all matter. Treat this as a conversation-starter, not a determination; confirm your structure with your Qualified Intermediary and tax counsel before closing.
Depreciation Recapture Estimator
The listing price shows you appreciation. This shows you the tax most sellers never see coming.
Straight-line only; ignores cost-segregation history, improvements, and state tax. Hypothetical illustration — your CPA models the real thing. A 1031 exchange defers both portions; read our recapture guide.
Boot & Full-Deferral Check
Taking cash out or trading down on debt creates taxable “boot” — and recapture is recognized first.
Simplified illustration; confirm with your qualified intermediary and CPA before closing.
Is a 1031 Exchange Right for You?
A 1031 exchange may be an ideal solution for investors looking to defer capital gains taxes, transition away from active property management, diversify concentrated real estate holdings, preserve equity, or position wealth for future generations.