A place to store all your real estate and exchanges — with intelligence.
The permanent financial record of your investing life. Every property. Every exchange. Every document. Starting with property #1 — free to keep your record.
Every property. Every document. Permanently.
Every property you've ever owned. Every exchange you've ever done. Every document, closing statement, and record. Permanently organized. Never lost.
Never miss a deadline. Never lose a number.
45-day and 180-day deadlines tracked automatically. Active exchange status. Holding periods. Depreciation schedules. Document reminders. You always know exactly where you stand.
Financial clarity you've never had before.
Know your adjusted basis across every property. See your total deferred tax liability for the first time. Model sell vs exchange vs hold-until-death scenarios. Get lightweight document help in the exchange room. Add the broader planning layer when your operating record grows into it.
Finally see your complete 1031 chain.
Most investors who have done multiple exchanges have never seen their full basis history clearly calculated. Import your old exchanges — even decades old — and for the first time see your original basis, every deferred gain that rolled forward, your current adjusted basis on every property, and your total deferred tax liability across your operating record.
"That number — your total deferred tax liability — is probably the most important financial number you have never seen."
Current release and planned expansion.
The current release is focused on the 1031 operating core. The roadmap stays visible, but it is clearly separated.
Exchange Management
Create, track and manage every 1031 exchange
Deadline Alerts
Automated 45-day and 180-day countdown alerts
Document Storage
Upload, organize and search every exchange document
Document Assist
Summaries and extraction inside the exchange room keep uploads organized fast
Exchange Lineage
Visual chain of every exchange linked property to property
Historical Import
Import old exchanges to build your complete record
Adjusted Basis Calculator
Know your real basis on every property
Deferred Tax Dashboard
Total tax liability across your properties and exchange history
Scenario Modeling
Compare sell vs exchange vs hold until death
Compliance Dashboard
Real-time compliance status and audit trail
IRS Form 8824 Export
Generate IRS-ready exchange documentation
Compliance Reports
Full compliance documentation packages
Professionals
Keep your brokers, QIs, CPAs, attorneys, and lenders organized inside your operating record
Professional Workspace
One shared operating workspace with role-specific views for investors and professionals
Document Repository
Permanent searchable archive of all documents
Task Manager
Track every task and deadline across all exchanges
Messaging Center
Communicate with all parties in one place
Archive Center
Import and organize historical exchange records
Exchange Draft System
Save and manage exchange drafts
Property Analytics
PlannedPerformance, capital flow, and equity tracking across broader holdings
Financial Forecasting
PlannedProject longer-term property value and tax exposure
Property Marketplace
PlannedBrowse replacement properties during your 45-day window
QI Directory
PlannedQualified intermediaries rated and reviewed
Provider Directory
PlannedDST sponsors, NNN brokers, appraisers
Exchange Pipeline
PlannedTrack all exchanges across every stage
Deal Room
PlannedCollaborate with all parties on active transactions
Workflow Automation
PlannedCustom automated workflows for your exchange process
Capital Flow Tracking
PlannedTrack money movement across your broader operating record
Equity Snapshots
PlannedPoint-in-time equity captures across all properties
Risk Management
PlannedIdentify and flag exchange risks before they happen
AI Property Consultant
PlannedAI-powered strategic guidance on the planning layer
Bulk Operations
PlannedManage multiple exchanges simultaneously
White-Label Options
PlannedEnterprise branding for firms and institutions
API Access
PlannedConnect to your existing systems and workflows
Built for every real estate investor — at every scale.
1–10 properties
Finally have a system. Know your basis. Never miss a deadline. Build the record that protects your wealth.
- Complete exchange history
- Deadline tracking
- Document storage
- Professional connections
10–100 properties
Property-level intelligence. Entity management. Team collaboration. Reporting your CPA can actually use.
- Property analytics
- Team workflows
- Compliance reports
- Scenario modeling
100–1,000+ properties
Institutional-grade compliance. API access. White-label options. The operating system for your real estate enterprise.
- API & integrations
- White-label portal
- Bulk operations
- Custom SLA support
Explore the public 1031 resource center.
Start with the landing page that fits you, then move into calculators, help content, and pricing.
For Investors
How investors use 1031Assist
For Professionals
Collaborator access for QIs, CPAs, brokers, lenders, and attorneys
Exchange Calculators
Public tools for deadlines, boot, basis, and tax deferral
Help Center
FAQ and guidance for the exchange process
See the product before you create an account.
Public calculators explain the math. These pages explain the operating system itself: what the workspace looks like, how records are structured, and how data is handled.
Product Preview
See representative dashboard, exchange-room, and document-workflow screens before signup.
Security Practices
Review the current posture for account access, document handling, and formal compliance disclosures.
About 1031Assist
See the company context, product scope, and why the platform stays tightly focused on 1031 operations.
Why 1031Assist
See the direct comparison against spreadsheets, year-end CPA chases, and narrow deadline trackers.
Why this product exists
1031Assist was built from the operating burden behind real exchange investors.
1031Assist was created by Holladay Labs IP, LLC under the oversight of Joseph H. Mills, MRED and informed by his real-world experience as a commercial real estate broker, syndicator, sponsor, investor, and operator working across acquisitions, dispositions, 1031 exchanges, asset management, property operations, and investor coordination.
The problem was consistent: the most important exchange facts kept getting fragmented across spreadsheets, inboxes, CPA workpapers, closing files, and memory. 1031Assist was built to hold that record together over time without implying affiliation with any brokerage or advisory firm.
Free to start. Free to keep your history. Always.
Your historical record — every property, every exchange, every document — is free to keep. No credit card. Start free, and upgrade only when you need the full planning layer.
Features unlock at Investor. The higher-capacity plan uses the same core system when your holdings outgrow the $29 box.
Free
$0
- Store up to 10 properties
- Track 1 active exchange at a time
- Exchange-room AI document assist, lineage, and document storage
- 45-day and 180-day in-app and email alerts
Investor
$29/mo
- All core planning features unlock here
- Deferred tax drill-down and scenario modeling
- Form 8824 export plus compliance reporting
- Up to 25 properties and 5 active exchanges
Portfolio
$99/mo
- Same feature set as Investor
- More room for up to 100 properties
- Unlimited active exchanges and historical imports
- Team members, forecasting, and pipeline view
Enterprise
Contact us
- Everything in Portfolio
- Unlimited properties and storage
- API access
- White-label options
- Client portals