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 (%)
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
    $

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

$
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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: 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.

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

The Inland name and logo are registered trademarks being used under license. "Inland" refers to some or all of the entities that are part of The Inland Real Estate Group of Companies, Inc. which is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof including the Inland Real Estate Investment Corporation (Inland Investments) and Inland Securities Corporation. Inland Securities Corporation, member FINRA/SIPC, is dealer manager and placement agent for programs sponsored by Inland Investments and Inland Private Capital, respectively. For more information on Inland Securities Corporation, visit FINRA BrokerCheck.