1031 Portfolio Builder

Run the numbers. Then move into a real property review.

Estimate buying power and preliminary DSCR assumptions for a More Doors or Bigger Deal strategy.

1031 Portfolio Builder

See what the next move could look like.

Estimate deployable equity, target acquisition capacity, financing need and a preliminary property-level DSCR illustration.

1

Start with estimated sale equity Sale price, payoff, transaction costs and additional cash.

2

Select the portfolio strategy Spread the target across more doors or evaluate one larger asset.

3

Move into a deal review Send the assumptions to the 1031 Exchange DSCR Loan Desk.

Portfolio Buying-Power Illustration

Adjust the assumptions to model the strategy.

Estimated relinquished-property sale price

$

Estimated current loan payoff

$

Estimated sale / exchange costs

%

Additional cash planned for acquisition

$

Illustrative target loan-to-value Program limits and eligibility vary.

Number of target replacement properties

2 properties 3 properties 6 properties

Illustrative interest rate

%

Enter a scenario rate; this is not a live rate quote.

Amortization term

Estimated combined monthly rent

$

Estimated monthly taxes, insurance, HOA

$

Potential More Doors Scenario

Illustrative output

Estimated deployable equity $1,000,000 After entered payoff and costs

Potential acquisition capacity $3,333,333 Based on selected leverage

Estimated financing need $2,333,333 Total illustrative loan amount

Average target per property $1,111,111 Across 3 replacement properties

Estimated monthly principal & interest — Using entered rate and term

Estimated monthly PITIA — Payment plus entered expenses

Preliminary property cash-flow ratio —

General financing illustration only—not a loan quote, approval, appraisal, tax calculation or representation of exchange eligibility. The estimate excludes many possible costs and underwriting variables. Final terms, leverage, DSCR treatment and property eligibility vary by program and transaction.

Send This Scenario to the 1031 DSCR Desk

Use the output correctly

What the illustration does—and does not do.

The calculator helps organize a financing conversation. It is not a tax calculation, loan quote, appraisal or approval.

It estimates

Potential deployable equity, acquisition capacity, financing need, payment and preliminary DSCR.

It does not determine

1031 eligibility, final net proceeds, property value, final loan terms or closing readiness.

Next step

Send the assumptions and actual property information to the deal desk for review.

Build the financing plan around the real transaction.

Share the exchange stage, proposed replacement-property direction and current assumptions with the 1031 Exchange DSCR Loan Desk.

Build My 1031 Financing Plan

Contact the Desk