Tax-Deferred Exchange Calculator

Today, the majority of all investment real estate transactions involve a tax-deferred exchange. Even transactions that would not seem eligible for this treatment can often be restructured to qualify for this tax deferring method. There are many effective ways to insure that your transaction goes smoothly from start to finish making sure you do not take the capital gains tax hit. Use the calculator below to determine cash flow and your outstanding mortgage.

Note: The calculations are for demonstration purposes only. You should always contact a qualified RealTax adviser for the most accurate analysis of your financial situation.

Fair Market Value

Your property's fair market value will, for all intent and purposes, be regarded as the selling price. Enter the amount that you believe you could get in today's market.

Mortgage Balance

This value should represent the current outstanding mortgage balance. Enter the amount that you still owe on this particular property. If you have more than one mortgage, please include all.

Purchase Price

This value should be the amount you paid when you purchased your property. You may add the cost of major improvements to the original purchase price.

Depreciation Taken

This value represents the total amount of depreciation you have taken on your tax returns since you have owned the building.

Fair Market Value
Mortgage Balance
Purchase Price
Depreciation Taken