Investment strategy first Financing built around the exchange
1031 DSCR Desk(844) 894-1031

Bigger Deal strategy

Use exchange equity to step into a larger income-producing asset.

Concentrate the investment move into one larger replacement property and build the financing review around its cash flow, leverage and timeline.

Build My 1031 Financing Plan
Run the Portfolio Builder
Use exchange equity to step into a larger income-producing asset.

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.

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Program limits and eligibility vary.
2 properties 3 properties 6 properties
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Enter a scenario rate; this is not a live rate quote.
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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

Bigger Deal review

A larger deal needs a deeper property review.

The transaction may involve more units, a larger loan request, expanded due diligence and different appraisal or insurance requirements.

Income and occupancy

Review the rent roll, leases, occupancy and property-level income assumptions.

  • Current and market rents
  • Unit count and occupancy
  • Lease and operating information

Expenses and debt service

Estimate the qualifying payment and recurring property obligations.

  • Taxes and insurance
  • HOA or association charges
  • Principal and interest

Liquidity and execution

Larger transactions may require stronger reserves and more closing coordination.

  • Exchange equity
  • Additional cash
  • Post-closing reserves

Bring the larger replacement property into the financing desk.

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
Call (844) 894-1031