1031 Exchange Analysis
Evaluate a 2, 3 or 4-way Section 1031 tax-deferred exchange
1031 Exchange Analysis helps you produce a thorough examination of a potential Section 1031 tax-deferred exchange. Evaluate exchange transactions with as many as four investors exchanging up to four properties each.
The application can even help you work through the typical "Three-Legged" exchange, where one party acts as a middleman, buying the property that the exchanger wants to acquire and then swapping it to him or her.
Designed for investors, real estate brokers and facilitators, this easy-to-use program allows you to balance equities, evaluate boot given and received, estimate the realized and recognized gains and calculate the transfer basis. Convenient worksheets help you build samples (i.e. pro formas) of IRS Form 8824.
With this program you can analyze any deal in great detail: mortgages, interest, boot, basis, net operating income, expenses, cap rate, improvements, depreciation, recognized gains, tax liability and much more. Data entry to define properties, ownerships and exchanges is simple and direct. Play "what if" with ease. Change any assumption and the program recalculates everything instantly.
Can this deal be structured to defer all or most of the gain? The resulting reports clearly show property and transaction details and provide immediate answers to such critical questions.
Includes detailed instructions, glossary help notes and free technical support.
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User Guide |
Ownership and Exchanges |
Properties and Groups |
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IRS Form 8824 Worksheet |
Form 8824 Worksheet (cont.) |
Sample Reports (PDF format)









