Master the 1031 Exchange
Should you sell and pay capital gains, or exchange into new properties and defer the entire tax bill? A 5-step wizard handles multiple relinquished AND multiple replacement properties, splits cash boot from mortgage boot, models rolling depreciation basis, and projects wealth for up to 40 years.
What You Get
Everything you need, built for real estate investors.
Tax Deferral Calculator
Compute the exact capital gains tax and depreciation recapture tax you defer by exchanging instead of selling — across multiple relinquished properties at once. Cash boot and mortgage boot are split so partial exchanges show recognized gain correctly.
Wealth Comparison Engine
Project up to 40-year wealth for Traditional Sale vs. 1031 Exchange. Both paths buy the same replacement properties — the gap is the equity advantage of starting with more capital plus a rolling depreciation basis.
Exchange Timeline Tracker
Track the IRS-mandated 45-day identification window and 180-day closing deadline from your exchange start date. Visual timeline with days remaining, color-coded urgency, and silent identification rule warnings.
How It Works
Step 1–2: Pick Properties
Select one or more relinquished properties and one or more replacement properties. The wizard auto-calculates mortgage boot from loan deltas and checks the three identification rules silently.
Step 3–4: Set Assumptions
Enter QI fee, cash boot, projection years (1–40), and pick your depreciation method (Default / Election / Compare Both). Then audit the Equity Reality Check — True Net Equity™ Traditional vs. 1031 per property.
Step 5: Compare Scenarios
See 4 Highcharts (Return Breakdown, Cumulative Wealth, Depreciation Schedule, Exchange Timeline), a 6-row comparison table, Return In Dollars Quadrant™ classifier for both paths, depreciation reset side-by-side, and a verdict card.
Explore Features
Dive deeper into what each feature offers.
Tax Deferral Calculator
Compute the exact capital gains and depreciation recapture taxes you defer with a 1031 exchange.
Learn more →Wealth Comparison Engine
Project 10-year wealth outcomes for exchange vs. sell-and-pay with 5-stream return analysis.
Learn more →Exchange Timeline Tracker
Track the 45-day identification and 180-day closing deadlines with visual countdown.
Learn more →Why Investors Choose This Tool
Data-Driven Exchange Decisions
Replace guesswork with a concrete tax deferral calculation and up to 40-year wealth projection so you know exactly whether exchanging beats selling.
Compare Both Paths Side by Side
See Traditional Sale vs. 1031 Exchange across every metric: taxes, equity, depreciation, cash flow, surplus capital returns, and cumulative wealth over your chosen horizon.
Exchange with Confidence
Track the 45/180-day deadlines, model cash + mortgage boot scenarios, and compare rolling vs. elected depreciation side-by-side before you commit.
Sample 1031 Exchange Analysis
Two relinquished properties ($450K + $380K) exchanged into two replacements ($550K + $450K) over a 20-year projection.
Is a 1031 Exchange Right for Your Portfolio?
Model the full tax deferral, boot, rolling depreciation basis, and up to 40-year wealth impact in minutes. Multi-property supported on both sides — let the numbers decide.