Estimate your potential capital gains tax liability and see how much equity you can preserve with a Delaware Statutory Trust.
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Property Details
Expected gross selling price of the relinquished property.
Cost of major renovations (e.g. new roof, HVAC).
Total depreciation claimed on tax returns.
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Tax Assumptions
Usually 15% or 20%
Net Investment Income Tax (ACA)
ESTIMATED TAX BILL
$267,000
If sold without 1031 Exchange
Fed Capital Gains:$115,000
Recapture Tax:$75,000
State Tax:$43,750
NIIT:$33,250
POTENTIAL DEFERRAL
$267,000
Wealth preserved via DST 1031
Total Investable Equity (1031):$1,025,000
vs. Taxable Sale Equity: $758,000
Comparison: Taxable Sale vs. 1031 Exchange
Net Equity (Keep) Taxes (Lost)
This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.
The Inland name and logo are registered trademarks being used under license. "Inland" refers to some or all of the entities that are part of The Inland Real Estate Group of Companies, Inc. which is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof including the Inland Real Estate Investment Corporation (Inland Investments) and Inland Securities Corporation. Inland Securities Corporation, member FINRA/SIPC, is dealer manager and placement agent for programs sponsored by Inland Investments and its affiliates. For more information on Inland Securities Corporation, visit FINRA BrokerCheck.
Equishield 1031 is a specialized division of Mustard Seed Financial, a Registered Investment Advisor located at 501 S. Main St. Meridian, Idaho 83642. Investment Advisory services are provided by Mustard Seed Financial. Pictures and information are for illustration purposes only, and are not always current offerings. Available offerings will vary and may change at any time. All investments, including real estate investments, may lose value and are not guaranteed.
Information on this site is for informational purposes only, and is not an offer to buy/sell or sell any investment. Delaware Statutory Trusts (DSTs) and Opportunity Zones are available for purchase by Accredited Investors only. Other companies and securities depicted in photographs and information listed herein are provided by third-party DST and Opportunity Zone sponsors which are not affiliated with Mustard Seed Financial. Mustard Seed Financial cannot verify the accuracy of, nor assume responsibility for, any content provided by any unaffiliated third parties.”
