Finally know what you actually own.
Track every property, every exchange, every document — from your first duplex to your last deal. Start free, unlock the full planning layer at Investor, and move to Portfolio only when you need more room.
Start with the right public resources.
If you are still evaluating the process, use the calculators and help pages first. If you are ready to operate the record, go straight to pricing and onboarding.
Exchange Calculators
Boot, deadlines, basis, replacement value, and tax deferral.
Help Center
FAQ and process guidance for first-time and repeat exchangers.
Pricing
Start free and unlock the planning layer when you need it.
Product Preview
See the dashboard and exchange-room structure before you create an account.
Why 1031Assist
Compare it directly with spreadsheets, CPA workpaper chases, and simple deadline trackers.
Questions every investor should be able to answer — but can't.
Do you know your adjusted basis?
Adjusted basis = what you paid + capital improvements − depreciation taken. It is the starting point for every future tax calculation. Most investors with multiple exchanges have never seen this number clearly calculated.
When is your 45-day deadline?
The 45-day identification deadline is the IRS rule that forces you to name your replacement property within 45 days of selling the relinquished one. Miss it and the exchange fails. We track it automatically.
Where are your closing documents?
Your complete exchange history, organized and searchable. Forever.
Everything you need. Nothing you don't.
Historical chain import
Import old exchanges and build your complete record from day one.
Real-time deadline alerts
45-day and 180-day windows tracked automatically, with warnings before it's too late.
Document storage
Every closing statement, every document, permanently stored and searchable.
Deferred tax visibility
See your deferred tax total for free, then unlock full drill-down and modeling at Investor.
Your professional team
Keep the QIs, CPAs, attorneys and lenders you already work with in one place, ready when an exchange needs them.
Free forever for your history
Your record never expires. Your complete chain stays yours, always.
Whether you own 1 property or 1,000 — 1031Assist grows with you.
The pricing decision is simple: Investor unlocks the core feature layer, and Portfolio gives larger investors more capacity, storage, and operational room.
First-time exchanger
- Understand your deadlines before you miss them
- Store your first closing documents securely
- Know your adjusted basis from day one
Experienced portfolio investor
- See your full exchange chain in one view
- Track deferred tax and scenario outcomes across your portfolio
- Stay ahead of critical deadlines without rebuilding your process every year
PE firm / family office
- Manage multiple investors and exchanges
- Generate compliance and audit reports
- White-label client portal access
Create a free account. Upgrade only when you need more.
No Credit Card.
Build the permanent record of your real estate life. Investor unlocks the full planning layer; Portfolio is there when your holdings need more room.