1031 Exchange DST Calculators
1031 DST Portfolio Builder
The 1031 Exchange DST Portfolio Builder is an educational tool that illustrates how DST offerings currently in our inventory could be combined to satisfy a 1031 exchange's equity and debt requirements. Enter your equity and debt targets, and the tool assembles hypothetical portfolios — using one to six DSTs with a $100,000 minimum each — that mathematically match your exact dollar amounts. Results are ranked by blended cash-on-cash yield and show projected distributions along with sponsor, asset class, and geographic mix.
1031 Exchange Capital Gains Tax Calculator
Estimate exactly what you would owe in federal capital gains tax, state tax, depreciation recapture, and Net Investment Income Tax (NIIT) if you sold your investment property today — and how much of that bill a 1031 exchange could defer. Updated with 2026 IRS brackets (Rev. Proc. 2025-32).
1031 Exchange Boot Calculator
"Boot" is the most expensive word in the 1031 exchange vocabulary. Every exchange that fails to fully defer taxes does so because of boot — either cash that walked out the door at closing, debt that was reduced, or some combination of both. The calculator applies the boot rules in Treasury Regulation §1.1031(d)-2 to your specific transaction and tells you exactly where you stand.
45/180-Day Deadline Calculator
No part of a 1031 exchange is more rigid than its timeline. Under IRC §1031(a)(3) and Treasury Regulation §1.1031(k)-1, every exchange must clear two non-negotiable deadlines — and the IRS does not extend either one for any reason short of a presidentially declared federal disaster. Miss a deadline by a single day and the entire exchange collapses.
The information presented on this page regarding this investment sponsor is provided solely for educational and informational purposes. It is intended to help readers develop a general understanding of the sponsor and its offerings, and is not tailored to the financial situation, objectives, or needs of any particular individual or entity.
Nothing on this page — including any sponsor descriptions, background information, market commentary, charts, examples, performance data, or analyst notes — constitutes investment, legal, tax, or accounting advice, nor a recommendation, endorsement, offer, or solicitation to buy, sell, or hold any security or pursue any investment strategy. The information, views, and opinions expressed (including those contained in any analyst notes or commentary) reflect the perspective of the author at the time of publication, are subject to change without notice, and should not be relied upon as the basis for any investment decision.
The presence of a sponsor profile on this page does not indicate any business, financial, ownership, or contractual affiliation between Baker 1031 Investments and the sponsor, nor does it constitute an endorsement of the sponsor or any of its offerings.
Any performance data shown on this page — including, without limitation, full-cycle results, internal rate of return (IRR), equity multiple, average annual return, hold period, cash-on-cash return, or distribution history — is self-reported by the sponsor and sourced from the sponsor's Private Placement Memorandums (PPMs) and related offering documents. Baker 1031 Investments has not independently verified the accuracy or completeness of this information and cannot guarantee its validity. Although we make every effort to accurately transcribe sponsor-reported figures, errors are possible. Please verify any figure directly with the sponsor before relying on it.
Past performance is not indicative of future results. Performance data reflects outcomes of prior offerings and should not be expected to recur in current or future investments, which may result in partial or total loss of principal.
Before making any investment decision, you should consult with your own qualified financial, legal, and tax advisors and carefully review all relevant offering documents, including the applicable PPM in its entirety. Investments offered by sponsors profiled on this site involve risk, including the potential loss of principal, and may not be suitable for all investors.
