1031 Investor Tools

Plan your 1031 exchange like a professional

A suite of free, educational planning tools for investors evaluating a 1031 exchange, Delaware Statutory Trust (DST) replacement, or capital gains deferral strategy.

1031 Exchange Wizard ★

A guided, conversational planning session. Answer a few questions and receive a complete personalized educational report with timeline, score, and resources.

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Deadline Calculator

Calculate your 45-day identification deadline and 180-day exchange completion deadline with a live countdown timeline.

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Capital Gains Exposure Estimator

Get an educational estimate of your potential federal and state tax exposure if you do not complete a 1031 exchange.

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1031 Exchange Readiness Score

Receive a 0–100 readiness score plus a personalized educational checklist and recommended next steps.

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Passive Income Strategy Explorer

Explore active vs passive replacement strategies based on your income, time, and diversification goals.

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Accredited Investor Self-Screening

Self-screen against current SEC accredited investor guidelines. Educational only — no verification or certification.

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Educational use only. These tools provide general educational information about 1031 exchanges, Delaware Statutory Trusts, and related strategies. They do not constitute tax, legal, accounting, or investment advice. Real estate and DST investments involve significant risks, including illiquidity and possible loss of principal. DSTs are typically offered only to accredited investors through registered representatives. Always consult qualified tax, legal, and financial professionals before making any investment or tax decision.