Realized is a 1031-exchange investment marketplace and advisory: it exists to place sellers into replacement real estate, most often a Delaware Statutory Trust (DST) interest, through a licensed representative of an affiliated broker-dealer. This calculator does not place you into anything. It is a free, private worksheet for one question — what does the recapture-then-capital-gains tax split actually come to on this sale, or on this 1031 exchange's boot — with no account and no advisor contact required to see the number.
| Question | Where to answer it |
|---|---|
| I'm ready to do a 1031 exchange and need help identifying a DST or other replacement property, plus a licensed advisor to execute it. | Realized, or a comparable 1031 marketplace — sourcing and executing a replacement property is not something this calculator does. |
| What is the recapture-then-capital-gains tax split on selling outright, before I decide whether to sell or exchange at all? | This calculator — free, instant, private, no account. |
| If I only partially exchange, how much tax applies to the boot I actually take out? | This calculator's 1031-boot estimate, using the same recapture-then-remainder order as an outright sale. |
| I want a licensed advisor's help finding and closing on a specific replacement property. | Realized, or a comparable 1031 marketplace and advisory. |
| Is anything I enter here uploaded, or does a representative follow up? | No. This calculator runs entirely in your browser; nothing is sent to a server and no one contacts you. |
They solve different problems for a seller weighing a rental or investment property sale. Realized (realized1031.com) is a real estate investment marketplace and advisory built around Section 1031 exchanges: it connects sellers to replacement real estate — most often fractional interests in Delaware Statutory Trusts (DSTs) — through licensed representatives of an affiliated broker-dealer, and its deeper tools and property listings typically ask for your contact details so an advisor can follow up. Realized's own pricing and fee structure are not reachable from this session to confirm, so no dollar figure for its services appears on this page. This calculator does one narrower thing: from a purchase price, land value, improvements, depreciation claimed, and sale numbers you already have, it splits your gain into unrecaptured Section 1250 gain (taxed at your ordinary rate, capped at 25%) and the capital-gains remainder, optionally adds the 3.8% NIIT, and estimates the tax on a 1031 exchange's boot — with no account, no advisor contact, and nothing uploaded. A seller who is actively shopping for a DST or other replacement property and wants a licensed advisor's help executing an exchange is better served by Realized or a comparable 1031 marketplace; a seller who wants the tax math worked out privately first, before deciding whether to sell outright or exchange at all, is in the right place here.
No. This site is not affiliated with, endorsed by, or sponsored by Realized, Realized Holdings, Inc., or realized1031.com. Realized is a trademark of its owner, named here only to describe what this calculator is and is not.
Realized publishes general capital-gains and 1031 educational calculators aimed at estimating the tax cost of selling versus exchanging, which is a useful starting point. This calculator's job is narrower and more specific: it performs the exact split IRC Section 1250 requires — unrecaptured Section 1250 gain (capped at the smaller of depreciation taken or total gain, taxed at ordinary rates up to 25%) pulled out before the remainder gets your capital-gains rate — and applies that same recapture-then-remainder order to a partial 1031 exchange's boot. Whether Realized's own calculator shows that same split is not something this session can verify without an account, so compare the two directly on your own numbers before deciding which estimate to trust.
No. This calculator runs entirely in your browser, keeps no account, and uploads nothing you type. Realized's model is built around eventually connecting a seller to a licensed advisor and a specific replacement property, which is the right path once you are ready to execute an exchange — but it is a different step than privately checking the tax math first.