1031 Exchange and DST Calculators

Use These 1031 Calculators Before You Make a Replacement Property Decision

Organize the Numbers Behind Your Exchange

A 1031 exchange often moves quickly once the relinquished property closes. These calculators are designed to help investors organize the major numbers that affect exchange planning, including sale proceeds, debt payoff, potential boot, replacement property value, deadlines, and DST income assumptions.

They are not a substitute for tax, legal, or investment advice. Instead, they give you a clearer starting point before reviewing your situation with your qualified intermediary, CPA, attorney, or 1031 advisor.

Review Deadlines, Identification Rules, and Replacement Property Options

The calculator hub brings several important planning tools into one place. You can estimate your exchange deadlines, review a potential identification list, check whether a proposed structure may create boot, and compare different replacement property approaches.

For investors considering DSTs, the calculators can also help evaluate potential tax deferral, hypothetical monthly income, debt replacement, and allocation across multiple DST offerings.

How These Calculators Fit Into DST and 1031 Exchange Planning

Start With Your Sale and Tax Exposure

Before comparing replacement properties, it helps to understand the sale side of the exchange. Estimate your sale price, debt payoff, adjusted basis, depreciation, and potential tax exposure so you can better understand what may be deferred through a properly structured 1031 exchange.

Check Your Exchange Timeline Early

Once the relinquished property closes, the identification and completion windows can become the most important planning constraints. The deadline calculator can help you estimate key dates, while the identification rules calculator can help you review whether your list of replacement properties may fit within common IRS identification limits.

Compare DSTs With Other Replacement Property Options

A DST may appeal to investors who want passive ownership, potential monthly distributions, and access to institutional-style real estate. Direct rental property may appeal to investors who want control, financing flexibility, and hands-on management. Using the DST comparison and portfolio tools can help you evaluate how each path may affect cash flow, debt replacement, and ownership responsibility.

When to Review Your Results With a 1031 Advisor

Before Your Property Closes

The best time to review replacement property options is before the sale closes and before the 45 day identification period begins. Early planning may give you more time to compare DST options, review direct real estate alternatives, and coordinate with your qualified intermediary.

Before You Finalize Your Identification List

Calculator results are only estimates. Before submitting a final identification list or selecting a replacement property, review your numbers with the appropriate professionals. This is especially important when your exchange involves debt, partial reinvestment, multiple replacement properties, seller credits, closing cost questions, or DST allocation decisions.