Estimate your potential capital gains tax liability and see how much equity you can preserve with a Delaware Statutory Trust.
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Property Details
Expected gross selling price of the relinquished property.
Cost of major renovations (e.g. new roof, HVAC).
* Depreciation Recapture is typically taxed at 25%.
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Tax Assumptions
** Federal Capital Gain Tax Rate is typically 15%, unless you are a Single taxpayer making over $545,500 or a Married taxpayer making over $613,000 in 2026; including the Gains on your property sale.
*** An additional 3.8% NIIT rate typically applies to Single taxpayers whom make over $200k, & Married taxpayers making over $250k; including the Capital Gains on your property sale.
If sold without a 1031 Exchange
$267,000
ESTIMATED TAX BILL
Fed Capital Gains:$115,000
Recapture Tax:$75,000
State Tax:$43,750
NIIT:$33,250
Wealth Preserved via DST 1031
$267,000
POTENTIAL DEFERRAL
Total Investable Equity (1031):$1,025,000
vs. Taxable Sale Equity: $758,000
Comparison: Taxable Sale vs. 1031 Exchange
Net Equity (Keep) Taxes (Lost)
This DST Calculator is for Illustration purposes only. Please consult a Tax-Advisor to determine real-world tax implications for any investment property sale illustrated. Unique or unknown circumstances may affect the accuracy of this DST Calculator significantly.
Equishield 1031™ is a specialized division of Mustard Seed Financial, a Registered Investment Advisor located at 501 S. Main St. Meridian, Idaho 83642. Investment Advisory services are provided by Mustard Seed Financial. Pictures and information are for illustration purposes only, and are not always current offerings. Available offerings will vary and may change at any time. All investments, including real estate investments, may lose value and are not guaranteed.
Information on this site is for informational purposes only, and is not an offer to buy/sell or sell any investment. Delaware Statutory Trusts (DSTs) and Opportunity Zones are available for purchase by Accredited Investors only. Other companies and securities depicted in photographs and information listed herein are provided by third-party DST and Opportunity Zone sponsors which are not affiliated with Mustard Seed Financial. Mustard Seed Financial cannot verify the accuracy of, nor assume responsibility for, any content provided by any unaffiliated third parties.”
