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1031 Exchange Planning
Identification timelines, boot calculations, basis carryover — tracked to the deadline.
The 45-day identification window and 180-day closing deadline drive every decision. Your team tracks candidates in a spreadsheet, calculates boot exposure manually, and hopes the basis carryover math is right. One missed deadline and the tax deferral disappears. Every replacement property needs its own analysis, and there's no single place to see the full picture.
Upload the relinquished property data into the Data Room and let Apers track every deadline. Model replacement candidates in parallel sub-chats — boot exposure, basis carryover, and after-tax IRR calculated for each. Save the full exchange structure to your Library and apply a Playbook to screen replacements against your investment criteria.
From Sale to Replacement
Upload relinquished property data
Drop the sale documents and tax basis records into the Data Room. Apers extracts the adjusted basis, accumulated depreciation, and sale proceeds automatically.
Apers models replacement scenarios
Each candidate property modeled for boot exposure, basis carryover, deferred gain, and new depreciation schedules. Deadlines calculated from the closing date.
Compare exchange paths
Sell and pay tax vs. 1031 into multifamily vs. industrial — after-tax IRR, equity position, and timeline constraints side by side in one view.
Track and close
Deadlines monitored, replacement candidates ranked, and the full exchange structure saved to your Library. Export to Google Sheets for your QI and tax counsel.
Timeline Tracking
45-day identification, 180-day closing — deadlines tracked with replacement property candidates mapped against qualification requirements.
Boot & Basis
Boot exposure calculated across replacement scenarios. Basis carryover, deferred gain, and depreciation schedules — the tax math that determines whether the exchange actually saves money.
Replacement Modeling
Potential replacement properties modeled against exchange requirements. Value, debt, and equity compared to ensure full deferral — or calculate the partial boot if it doesn't.
Parallel Candidate Analysis
Run each replacement candidate in its own sub-chat with full access to the Data Room. Compare findings across threads without cross-contaminating assumptions.
Playbook Screening
Attach your acquisition Playbook to screen replacement candidates against return targets, property type preferences, and geographic criteria — all within the exchange constraints.
Models
Frequently Asked Questions
How does Apers track 1031 exchange deadlines?
When you upload the relinquished property data, Apers calculates the 45-day identification window and 180-day closing deadline automatically. These dates are visible in the Deal workspace, and every replacement property analysis references them so you always know where you stand relative to the timeline.
What documents do I need to upload for a 1031 exchange analysis?
Upload the relinquished property financials, settlement statement, and any replacement property OMs or rent rolls into the Data Room. Apers reads scanned and native PDFs, Excel files, and other common formats using its UDPE ingestion engine.
Can Apers compare multiple replacement properties side by side?
Yes. You can model each replacement candidate in a parallel sub-chat, and Apers calculates boot exposure, basis carryover, and after-tax IRR for each. All results are accessible in the same Deal workspace for direct comparison.
How does Apers handle boot calculations?
Apers calculates both mortgage boot and cash boot based on the relinquished property data and each replacement property's financing terms. The XL-2 engine populates these calculations in your Excel model with every value traced to its source document.
Who is 1031 exchange planning in Apers designed for?
It is built for investment teams, tax advisors, and portfolio managers who need to evaluate replacement property candidates under real exchange deadlines. The analysis covers basis carryover, boot exposure, and after-tax returns so the team can make informed decisions within the statutory windows.