Sample
Real Estate Tax Desk Exchange Decision Brief
Compare up to three replacement properties against your exchange targets, identification rules and property economics. Upload supported documents, confirm the extracted numbers and receive a downloadable Exchange Decision Brief. $249 once.
Illustrative sample — not an actual customer transaction. All figures are invented for demonstration.
Page 1 — Exchange Position
The completion date shown is the statutory outer limit. The actual deadline can be earlier if the tax-return due date for the year of transfer comes first.
Page 2 — Replacement Targets
Targets are planning figures derived from the sale price, selling costs and debt payoff confirmed by the customer. They are not a determination of deferred gain.
Page 3 — Candidate Comparison
| Candidate | Purchase price | Cap rate | DSCR | Vs. target |
|---|---|---|---|---|
| A — Sample retail strip | $980,000 | 6.4% | 1.42x | Meets target |
| B — Sample fourplex | $870,000 | 5.9% | 1.18x | $85,000 below target |
| C — Sample industrial flex | $1,050,000 | 6.9% | 1.51x | Meets target |
Cap rate and DSCR appear only for candidates where the customer supplied net operating income and annual debt service.
Page 4 — Issues to Review
- Candidate B falls below the full-deferral planning target, which may produce boot.
- Three candidates are identified; the three-property rule applies and no value cap is triggered by the values supplied.
- No return due date was supplied, so the completion date shown is the statutory 180-day date only.
- Annual debt service was not supplied for one candidate, so DSCR is not shown.
Illustrative sample — not an actual customer transaction. All figures are invented for demonstration. The Decision Brief is produced by software from values you confirm. It is not reviewed by a human professional and is not tax, legal or investment advice.