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    Financial Calculation Summary • Real Estate

    1031 Exchange Tax Deferral Calculator

    Calculate deferred capital gains tax, depreciation recapture savings, and increased purchasing power in a Section 1031 like-kind exchange.

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    Real EstateAdvanced3 min

    1031 Exchange Tax Deferral Calculator

    Calculate deferred capital gains tax, depreciation recapture savings, and increased purchasing power in a Section 1031 like-kind exchange.

    • 1031 exchange
    • tax deferred exchange
    • depreciation recapture
    • real estate tax
    1031 Exchange
    Defer capital gains & depreciation recapture taxes.
    Total Taxes Deferred
    $113,062

    Capital gains + 25% depreciation recapture

    1031 Replacement Equity
    $549,000

    100% preserved for replacement property

    Max Purchasing Power (25% Dn)
    $2.20M

    +$452K extra buying power

    Net Proceeds & Deferred Tax Composition ($K)
    See how much equity is lost to taxes without a 1031 like-kind exchange.
    Total$549K3 components
    Composition$549K
    Reinvestable Equity (After Tax)
    $436K79.4%
    Capital Gains Tax Deferred
    $83K15.1%
    Depreciation Recapture Deferred
    $30K5.5%

    Key Takeaway: Reinvestable Equity (After Tax) makes up 79.4% ($436K) of the $549K total, compared to 15.1% ($83K) for Capital Gains Tax Deferred.

    Note: Estimates are based on user-supplied inputs and standard financial formulas. Verify figures with a qualified financial advisor or accountant before making financial decisions.Page 1 of 1

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    Guide

    How to read this calculator

    Helpful tips
    • 1Save your calculations by bookmarking this page with your inputs in the URL.
    • 2Try different scenarios to understand how changes affect your results.
    • 3Share this calculator with friends or family who might find it useful.
    • 4Use the results as a starting point for conversations with financial advisors.
    • 5Bookmark this page and revisit quarterly to track your progress toward goals.
    How to Use the 1031 Exchange Tax Deferral Calculator

    Use the 1031 Exchange Tax Deferral Calculator to model your inputs, compare scenarios, and export a clean one-page PDF summary.

    Step-by-Step Instructions

    1

    Enter your primary financial figures in the left-hand input panel.

    All metrics and charts update automatically in real time.
    2

    Review the top KPI summary cards and toggle between the visual chart, data table, and scenario comparison.

    Use the chart view switcher to inspect exact period-by-period numbers.
    3

    Click 'One-Page PDF / Print' in the header to save or share a clean executive summary.

    Ideal for sharing with your spouse, partner, accountant, or financial advisor.
    When to Use This Calculator

    Use before selling an investment property to quantify the tax hit avoided and extra leverage gained by rolling proceeds into a replacement property.

    1031 exchangetax deferred exchangedepreciation recapturereal estate tax
    Who Benefits Most
    • •Real Estate Investors
    • •CPAs
    • •Commercial Property Owners
    3 min
    Advanced
    Understanding Your Results

    Understanding the outputs of the 1031 Exchange Tax Deferral Calculator helps you make informed, numbers-backed decisions.

    What Each Result Means

    Primary Output Metric

    The headline figure calculated from your inputs.

    Interpretation: Compare this benchmark against your budget or investment target.

    Scenario Comparison

    Side-by-side evaluation of your current path vs. an alternative strategy.

    Interpretation: Highlights the net financial advantage of optimizing your rate, term, or tax structure.

    What to Do With Your Results

    If Evaluating alternatives:

    Switch to the comparison tab to quantify the exact dollar difference between scenarios.

    Frequently Asked Questions
    Common questions about the 1031 Exchange Tax Deferral Calculator
    Getting Started(1 questions)

    Understanding Results(1 questions)

    Best Practices(1 questions)

    Common Issues(1 questions)

    Advanced(1 questions)

    Still have questions? Check our financial glossary for definitions or explore our learning resources.

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