This is not legal, investment, nor tax advice. Seek the counsel of a qualified attorney, investment advisor and / or accountant.
© 2026 1031 Specialists. All rights reserved.
The 1031 Exchange SpecialistsWith a 1031 exchange, your client defers
in taxes when they sell.
This page is a marketing illustration, not tax, legal, or investment advice. 1031 Specialists is a qualified intermediary, not a CPA firm, law firm, or investment advisor. All figures are estimates based on the assumptions shown and on third-party property records; confirm them independently and consult your tax advisor before acting. State rates are top marginal rates applied to the gain. Cash flow and compounding figures are illustrative and assume a 50% loan to value. A 1031 exchange defers tax, it does not eliminate it.
Your client's numbers Every figure on this page updates as you type
| Itemized tax breakdown | |
| Sale price | |
| Selling and closing costs | |
| Mortgage payoffDoes not change the tax | |
| Adjusted cost basisPurchase + improvements − depreciation | |
| Taxable gain | |
| Depreciation recapture25% of depreciation claimed | |
| Federal capital gains | |
| Net Investment Income Tax3.8% of the gain | |
| State tax | |
| Total tax due |
Effective rate on the gain:
| At closing | |
| Sale price | |
| Selling and closing costs | |
| Mortgage payoff | |
| Tax deferred | |
| Total tax due today | $0 |
By purchasing a like-kind replacement property, your client keeps that would have gone to taxes invested in their portfolio.
A seller who exchanges is a seller who buys again, usually bigger, usually through the same broker.
A seller who exchanges must identify replacement property within 45 days of closing and close within 180. That is a buyer who cannot wait.
With of buying power, the next purchase is usually larger than the property you just listed.
Raising the exchange before closing makes you the advisor on the next move, not just the agent on the last one.
1031 Specialists is a qualified intermediary only: documents, funds, deadlines. We do not broker property.
“You don't need to be the expert. You just need to initiate a conversation.”
If you ask these 3 questions to your client, it'll open the door to another opportunity for you.
Selling this property means you're likely to face a tax bill next year... are you planning on paying that, or would you like to explore ways to avoid or minimize it?
Are you familiar with a 1031 exchange?
Can I introduce you to a 1031 specialist?
If the answer to the third question is yes, send your seller the calculator below and introduce us. We take it from there and keep you in the loop.
This link opens the seller's version of the page for : same numbers, written for the owner, with a form that comes to us. Copy it, or open a ready-made email to forward.
Changed any numbers above? The link carries your edits.
Their basis carries over in a 1031, and the extra property they buy beyond their proceeds becomes new depreciable basis, less the land value.
Like to learn more about 1031s or discuss working with 1031 Specialists? Just click and pick a time that works best for you.
Book a free consultation nowEach time your client sells, the growth rolls into the next purchase, levered again at 50%. Pay the tax at every sale instead, and every purchase starts smaller than it could have.
Tell us about your client's sale and we'll take it from there.
This page is a marketing illustration, not tax, legal, or investment advice. 1031 Specialists is a qualified intermediary, not a CPA firm, law firm, or investment advisor. All figures are estimates based on the assumptions shown and on third-party property records; confirm them independently and consult your tax advisor before acting. State rates are top marginal rates applied to the gain. Cash flow and compounding figures are illustrative and assume a 50% loan to value. A 1031 exchange defers tax, it does not eliminate it.
This is not legal, investment, nor tax advice. Seek the counsel of a qualified attorney, investment advisor and / or accountant.
© 2026 1031 Specialists. All rights reserved.