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Resources

1031 Exchange Calculators

Analytics Tools

1031 Exchange Calculators

We’ve curated a unique set of analytical and replacement property comparison tools to assist
you in planning your 1031 exchange.

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Property Vesting Wizard

Use this wizard to evaluate whether transferring your replacement property’s ownership into a new entity will comply with IRS vesting requirements for a seamless 1031 exchange.

Use Tool
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Investment Property ROI Calculator

Analyze potential returns on rental properties by inputting acquisition costs, financing terms, and operating expenses to estimate cash flows and overall ROI.

Use Tool
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1031 Exchange Math Wizard

Calculate the equity differences and new debt needed by entering sale proceeds, closing costs, current debt, and replacement property value to ensure your exchange meets IRS value‐equaling rules.

Use Tool
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45/180 Day Calculator

Determine the IRS-mandated 45-day identification deadline and 180-day closing deadline for your 1031 exchange simply by entering the sale date of your relinquished property.

Use Tool
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Capital Gains Tax Calculator

Estimate your capital gains, depreciation recapture, and total taxes due by inputting your property’s cost basis, improvements, sales data, and applicable tax rates to see your net and after-tax equity.

Use Tool

29122 Rancho Viejo Rd. Suite 111 San Juan Capistrano, CA 92675

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(855) 378-3443
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  • In The Press
  • FAQ
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Services

  • 1031 Exchange Solutions
  • Structured Notes
  • Alternative Investments
  • Cash Investments
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Resources

  • 1031 Exchange Rules
  • 1031 Exchange Calculators
  • 1031 Exchange Properties
  • On Demand Webinar
  • Educational Videos
  • Privacy Policy

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Client Relationship Summary

Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Perch Wealth.

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
Check the background of this firm/Perch Wealth advisors on FINRA’s BrokerCheck.

Real Estate / 1031 Risk Disclosure: There’s no guarantee any strategy will be successful or achieve investment objectives; All real estate investments have the potential to lose value during the life of the investments; The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; All financed real estate investments have potential for foreclosure; These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments; If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits; Tax benefits are not guaranteed and are subject to changes in the tax code.