Wealth LG
1031 Pressure-Test Tool
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Client & Deal Info
Client Name
CFP Name
Firm
Report Date
Relinquished Property
Property Address
Estimated Sale Price ($)
Mortgage Balance ($)
Selling Costs (%)
Cost Basis ($)
For tax calculation
Accum. Depreciation ($)
Current Annual Net Cash Flow ($)
Exchange Details
Close of Sale (Day 0)
Auto-calculates Day 45 & Day 180
Qualified Intermediary
Listing Status
Pre-Market
Listed
Under Contract
Closed
Financing Status
Not Started
In Progress
Secured
Replacement Target
Property Type
SFR — Single Family
Multi-Family
Commercial
NNN Lease
DST / Syndication
Other
Target Price — Low ($)
Target Price — High ($)
Target LTV (%)
Interest Rate (%)
Tax Rate Assumptions
Federal Cap Gains (%)
State Rate (%)
Depreciation Recapture (%)
NIIT (%)
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Enter client numbers to begin
Start with Sale Price and Mortgage Balance — calculations update live as you type.