Commercial Development Investment Analysis Real Estate Software Est. 1982

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1031 Exchange Analysis for Commercial Real Estate Software Sample

This video shows the planEASe Exchange Recap function allowing you to enter and balance a 1031 Exchange transaction on either a 2 party (Exchanger - Exchanger) or a 3 party (Exchanger - Buyer - Seller) basis. You may print the Recap Form, a Recap Report for each of the parties, and a Basis Adjustment Report for the Exchanger(s). You may save exchanges on disk, and open them for reprocessing at a later time. Exchanges involving more parties are processed as multiple instances of 2 and/or 3 party exchanges. The video also shows how to set Substitute Basis and Cost Recovery Taken for a planEASe property analysis when the buyer is emerging from a 1031 Exchange. Good 1031 Exchange analysis includes comparing the future performance of the exchanged property to that of the new property over a Holding Period, including transferring the Substitute Basis and Cost Recovery Taken to the new property. The planEASe Modules recommended here will handle such an analysis.

The minimum required planEASe Software product(s) for 1031 Exchange Recap Analysis.

The planEASe Base is required and these analysis areas should be useful for 1031 Exchange Recap Analysis.

• Basic Analysis
• Sensitivity Analysis ('What if')

The Financial Utilities is the main component for 1031 Exchange Recap Analysis.

• Exchange Recap (1031 Exchange)

These suggested add-on planEASe Software product(s) add more insight into 1031 Exchange Recap Analysis.

The Reporting Extension adds the Reports Menu to planEASe, allowing you to produce more reports, these can be useful for 1031 Exchange Recap Analysis.

• Sale Report
• Proforma Income Statements
• Assumptions Report

The Graphics Extension adds the Graphs to Basic, Detail, Lease, Income Statements. Adds Graph Controls to the graphs in Sensitivity and Risk Analysis, and adds Pie Charts to the Acquisition Report, Sale Report, APOD Report, Annual Statements, and Rent Roll. These Graphs and Pie Charts can bring more understanding to 1031 Exchange Recap Analysis.

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How to get 1031 Exchange Recap Analysis software training?

planEASe software (and the Demo-Reader) contains short movies on Movie menus throughout the software, showing you how to perform many analysis functions at the time you are doing them. Once the movie has started, you can move forward and backward by “grabbing” the ball above the movie. The planEASe E-Learning (on the web site) walks you through a case study for Cost Comparison Analysis.

• Video (4:55 Minute): Training options overview.

Which Discounted Cash Flow (DCF) measures should be used to evaluate the 1031 Exchange Recap Analysis?

All cash flows in planEASe software are calculated monthly, and all Discounted Cash Flow (DCF) measures are calculated on a monthly basis.

• Net Present Value (NPV) (Discounted Cash Flow Measure)
• Internal Rate of Return (IRR) (Discounted Cash Flow Measure)