Calculator to Compare 1031 Exchange vs Seller Financing vs MIS

2 Replies

Hi All,

I'm looking to see if anyone knows of a calculator/modeling tool which can help me compare the benefits of selling a property with these four options:

  1. Sell and pay capital gains/depreciation recapture upfront
  2. Perform 1031 exchange into new property, defer taxes
  3. Sell on Seller Carryback Installment Sale, defer taxes
  4. Sell on Monetized Installment Sale, defer taxes

Surprisingly I couldn't find anything online which was very helpful. Thanks in advance for anything you can provide!

There is a calculator on my firm's website that compares a cash sale to a monetized installment sale. As far as I know it's the only one of its kind, although I'd be pleased to see any others that someone can point to.

We have created a spreadsheet calculator that compares an exchange scenario to doing a monetized installment sale instead. That is not on the web site but it you private message me I can share it with you. 

Between those two calculators you would have answers to your questions 1, 2 and 4. You can back in to the answer for question 3 can be answered with some simple arithmetic.

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