See what an investment portfolio that covers the U.S. looks like
with our 1031 Calculator.
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These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your investment strategy periodically as your financial circumstances change. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. The results presented by this calculator are hypothetical and may not reflect the actual growth, or the actual costs, of your own investments. Realized and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or because of the information provided by these tools. Realized is not responsible for any human or mechanical errors or omissions. Realized does not provide tax or legal advice.
IMPORTANT: The projections or other information generated by [name of investment analysis tool] regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Calculators have not been audited to verify the accuracy of the outputs given their specific assumptions and limitations.
Costs associated with a real estate transaction may impact investor's returns and may outweigh the tax benefits.
The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities.
No public market currently exists, and one may never exist, for the interests of any DST program. The purchase of interests in any DST program is speculative and is suitable only for persons who have no need for liquidity in their investment and who can afford to lose their entire investment.
All real estate investments have the potential to lose value during the life of the investment.
Hypothetical results are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Diversifying your investments by location, sponsor, tenant, and property types can have a significant impact on the risk exposure of your investment portfolio.
Based on your inputs you could achieve a similar investment strategy illustrated below.
Spread your holdings across multiple markets to diversify ownership and help manage risk. Below is a sample of national diversification.
Diversify by property type, sponsor and tenant to help manage risk.
Below is a sample list of properties. Market conditions have a large impact on availability as well as other investment requirements.
Hypothetical example, for illustrative purpose only.
Diversification does not guarantee a profit or protect against a loss in a declining market.
Risk tolerance is an investor's general ability to withstand risk inherent in investing. There is no guarantee a recommended portfolio will accurately reflect your tolerance to risk.
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Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.
Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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