1031 / DST Exchange Analyzer — Discipline Advisors

Property Information

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Client Name

Property Description

Sale Price

Original Purchase Price

Capital Improvements

Accumulated Depreciation

Adjusted Tax Basis (Calculated)

Purchase + Improvements − Depreciation

Debt & Exchange

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Mortgage Balance

Selling Costs %

Additional Cash to Add to Exchange

Optional — bring extra cash to meet debt replacement

Close Date (for IRS Deadlines)

Tax Filing & Rates

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Filing Status

State

Other Taxable Income (Before This Gain)

Used for bracket stacking — this gain layers on top

Federal LTCG Rate %

Recapture Rate %

NIIT Rate %

Fed Ordinary Income Rate %

Effective State Rate (Calculated)

DST Assumptions

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DST Distribution Yield %

DST Target LTV %

Property Type

% Distributions Sheltered

Typically 60–80%; verify on K-1

Alt Investment Yield %

Taxable sale reinvestment

Reinvestment Income Type

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1031 / DST Exchange Analyzer

Enter property details on the left — the full analysis updates instantly.
All 50-state bracket calculations, debt replacement, income comparison, 20-year projection.