1031 Exchange Comparison
 Worksheet

side-by-side: sell: selland pay tax, hold, or exchange into a better asset

When you’re thinking about selling an investment property, the real decision usually isn’t just “sell or don’t sell”—it’s sell and pay the tax, keep holding, or complete a 1031 exchange into something better.

The 1031 Exchange Comparison Worksheet lays those choices out next to each other so you can see, in real numbers, which path best serves your long‑term strategy.

What the worksheet compares:
– Sell & Pay Tax: Estimated sales price, costs of sale, federal and state tax hit, and net cash in hand
– Hold: Current annual cashflow, expected rent growth, upcoming capex, and risk factors
– 1031 Exchange: Potential replacement property metrics (NOI, cap rate, leverage, and projected cashflow) and how much tax you defer
– Qualitative notes: management intensity, tenant risk, location strength, and your time horizon

Use it before you list, when a buyer approaches you off‑market, or when a loan is coming due. It’s designed to give you a clear, apples‑to‑apples view of your options before you call your CPA and your Qualified Intermediary.