Why Exchange?
1031 Exchange vs. Non-Exchange
Adjusted Basis:
Purchase Price: $10,000,000($8,000,000 Debt Service)
(Depreciation): ($2,000,000)
Capital Improvements: $500,000________________________
Adjusted Basis $8,500,000
Gain:
Sales Price: $20,000,000
Adjusted Basis: ($8,500,000)
Gain: $11,500,000
Taxes: 25% Depreciation Recapture: $2,000,000 X 25%= $500,000
15% Federal Capital Gains(>1 yr): $11,500,000 X 15% = $1,725,000
5% State Capital Gains(% varies upon State): $11,500,000 X 5% = $575,000
Total Taxes Due: $2,800,000
1031 Exchange vs.
Taxes Paid: $0(1031 Exchange
Equity to Reinvest :
$12,000,000(1031 Exchange
Deferred Tax Savings: $2,800,000

