What is the 1031 Exchange Portfolio Builder?

The Portfolio Builder is a free web-based tool that helps investors plan and model their 1031 exchange strategy. It allows you to select replacement properties from our marketplace, visualize cash flow projections, analyze diversification, and ensure compliance with 1031 exchange rules before committing to investments.

How does the Portfolio Builder calculate Year 1 yield?

The Portfolio Builder calculates Year 1 yield by taking the projected annual distributions for each property in your portfolio and dividing by your total investment amount. It aggregates yields across all selected properties weighted by your allocation to each property, giving you a blended portfolio yield projection.

Can I save multiple portfolio scenarios?

Yes, the Portfolio Builder allows you to create and compare multiple portfolio scenarios side-by-side. This helps you evaluate different allocation strategies and property combinations to find the optimal mix for your 1031 exchange.

Does the Portfolio Builder check 1031 compliance?

Yes, the tool automatically checks that your portfolio meets key 1031 exchange requirements including equal or greater value replacement, debt replacement, and proper identification timing. It provides real-time compliance indicators as you build your portfolio.

What types of properties can I include in my portfolio?

The Portfolio Builder includes Delaware Statutory Trusts (DSTs), Tenants-in-Common (TIC) properties, and other 1031-eligible replacement properties from our curated marketplace. Properties span multiple asset classes including multifamily, medical office, industrial, retail, and hospitality.

Is the Portfolio Builder really free to use?

Yes, the Portfolio Builder is completely free for all registered users. Simply create an account to access the tool, browse our marketplace, and build unlimited portfolio scenarios. There is no cost to use the planning tool.

Visualize Your 1031 Exchange Before You Commit

Our Portfolio Builder tool helps you model your 1031 exchange strategy, evaluate different scenarios, and build a diversified replacement property portfolio—all in minutes.

Schedule a Demo

See Your 1031 Exchange Strategy Come to Life

Interactive portfolio modeling that helps you make confident decisions about your 1031 exchange and DST investments.

Browse 1031 Exchange Replacement Properties

1031 Exchange marketplace showing DST and replacement properties with filters for asset class, location, and minimum investment

Explore our curated marketplace of vetted 1031-eligible DST and replacement properties. Filter by asset class, location, and loan-to-value.

Start Building Your 1031 Exchange Portfolio

Portfolio Builder calculator interface showing available exchange equity and empty portfolio workspace ready to add DST deals

Access the Portfolio Builder calculator and enter your 1031 exchange details. See your available equity and buying power, then start selecting DST properties from the marketplace below.

Watch Real-Time DST Portfolio Calculations

1031 Exchange portfolio with multiple DST properties showing allocation percentages, yield calculations, diversification metrics, and compliance indicators

Add DST properties to your portfolio and watch real-time calculations of potential year 1 yield, asset class diversification, and keep track of your 1031 exchange equity and debt requirements. Adjust allocations to optimize your replacement property strategy.

Export 1031 Exchange Portfolio & Submit

Export dialog showing 1031 exchange portfolio summary with total investment, yield, and compliance status before generating PDF report

Review your 1031 exchange portfolio summary and export professional PDF reports ready to submit to your Qualified Intermediary, CPA, and tax advisors prior to your 45-day identification deadline.

Download your 1031 Exchange Portfolio Report

Sample PDF 1031 exchange portfolio report showing DST deal details, investment allocations, yield projections, and required compliance disclosures

Your exported PDF includes all DST deal details, portfolio allocation metrics, potential year 1 yield, and important risk disclosures.

Powerful 1031 Exchange Portfolio Planning Features

Potential Cashflow

Visualize potential year 1 yield across multiple replacement properties. Compare different portfolio scenarios side-by-side.

Portfolio Diversification

See how your capital is allocated across different property types, markets, and sponsors to optimize your portfolio.

Professional Guidance

Work alongside our team who can review your portfolio and provide personalized guidance throughout the process.

How the 1031 Exchange Portfolio Builder Works

Simple, intuitive process to build your ideal 1031 exchange replacement property portfolio. New to 1031 exchanges?

Enter Your Exchange Details

Input your relinquished property sale price, debt, and exchange timeline. Our system will calculate your replacement property requirements and buying power.

Browse & Select DST Replacement Properties

Explore our curated marketplace of Delaware Statutory Trusts (DSTs), TICs, and other 1031-eligible replacement properties. Filter by asset class, location, and investment minimums to find properties that match your exchange requirements.

Build Your Portfolio

Add properties to your portfolio and see real-time calculations of potential year 1 yield, diversification, and loan-to-value.

Review & Refine

Compare multiple portfolio scenarios, model different allocation strategies, and work with our team to optimize your exchange.

Execute Your Exchange

Generate portfolio reports, coordinate with your QI and CPA, and close on your replacement properties with confidence.

Why Use the Portfolio Builder?

Avoid Costly Mistakes

Identify potential issues before the 45-day deadline and ensure your portfolio meets all 1031 requirements.

Save Time

Build and compare portfolios in minutes instead of days of manual spreadsheet work.

Explore Different Scenarios

Model different portfolio allocations to better understand diversification and risk.

Gain Confidence

Visualize how your exchange will look before committing, reducing stress and uncertainty.

Ready to Build Your 1031 Exchange Portfolio?

Sign up for free to access the Portfolio Builder and start planning your exchange today. Browse our marketplace of vetted DST investments to see available replacement properties. Planning for the long term? Learn about 721 UPREIT exchanges and private REITs as potential exit strategies.

Schedule a Consultation

Important Risk Disclosures

The information contained on this page is for general educational purposes only and does not constitute legal, tax, investment, or financial advice. This content is not a recommendation or offer to buy or sell securities. The content is provided as general information and should not be relied upon as a substitute for professional consultation with qualified legal, tax, or financial advisors.

Tax laws, regulations, and securities guidance are complex and subject to change. Information herein may include forward-looking statements, hypothetical information, calculations, or financial estimates that are inherently uncertain. Past performance is never indicative of future performance. The information presented may not reflect the most current legal developments, regulatory changes, or interpretations. Individual circumstances vary significantly, and strategies that may be appropriate for one investor may not be suitable for another.

All real estate investments are speculative and involve substantial risk. There can be no assurance that any investor will not suffer significant losses, and a loss of part or all of the principal value may occur. Before making any investment decisions or implementing any investment strategies, readers should consult with their own qualified legal, tax, and financial professionals who can provide advice tailored to their specific circumstances. Prospective investors should not proceed unless they can readily bear the consequences of potential losses.