Considering diversifying your investments
outside of California?

See what an investment portfolio that covers the U.S. looks like
with our 1031 Calculator.

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Target Sales Price

Property Being Sold

Tax Profile

About This Calculator

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.

Risk Adjustments
Available in Real Estate

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.

Potential Geographical Diversification

Spread your holdings across multiple markets to diversify ownership and help manage risk. Below is a sample of national diversification.

A Scenario of Diversification by Property Type

Diversify by property type, sponsor and tenant to help manage risk.

Sample of Potential Investment Opportunities

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.