1031 Exchange Planning Calculator

Client Information

First Name *

Last Name *

Email Address *

Phone Number (Optional)

State of Residence (Optional)

Relinquished Property Details

Relinquished Property Address

Contract Sale Price ($)

Closing Costs ($)

Outstanding Mortgage ($)

Projected Date of Sale

Do you plan to file a tax extension for the year of the sale?

NoYes

Financial Targets

Net Sale Price:

$0

(Sale Price - Closing Costs)

Net Equity to Reinvest:

$0

(Cash to Intermediary)

Debt to Replace:

$0

(Or add cash to offset)

Critical Timelines

Identification Deadline

45Days Remaining

--

Initiate Closing Deadline

150Days Remaining

--

Exchange Closing Deadline

180Days Remaining

--

Replacement Property Planner

Plan meets rules: YES

Option 1

Property Name/Address

Purchase Price ($)

New Mortgage ($)

Option 2

Property Name/Address

Purchase Price ($)

New Mortgage ($)

Option 3

Property Name/Address

Purchase Price ($)

New Mortgage ($)

Your Replacement Plan Summary

Total Planned Replacement Value: $0

Total Planned Replacement Debt: $0

Value Rule Check:

Debt Rule Check:

Ready for the Next Step?

Would you like a free, no-obligation consultation with an experienced financial advisor and a Qualified Intermediary to ensure your exchange is seamless and successful?

Yes, I'm interested in a consultation.