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For Investors

DoorVault for 1031 Exchange Investors

Track cost basis, identification deadlines, and replacement property documentation without losing anything in the paper trail.

The Problem
Pain points 1031 exchange investors know too well

Deadline Tracking Is Manual

The 45 day identification period and 180 day exchange period are hard deadlines with no extensions. Most investors track these with calendar reminders and hope they do not miss one during a hectic exchange.

Cost Basis Complexity

Your adjusted basis on the relinquished property includes the original purchase price plus improvements minus depreciation. Getting this wrong means overpaying taxes or triggering an audit.

Documentation Across Multiple Properties

A 1031 exchange involves two or more properties, each with their own closing disclosures, appraisals, inspection reports, and settlement statements. Keeping everything organized across properties is critical and difficult.

Qualified Intermediary Coordination

You need to share specific financial data with your qualified intermediary and tax advisor. Pulling together accurate numbers from scattered files takes time and introduces errors.

The Solution
How DoorVault helps

AI Document Extraction

Upload closing disclosures, settlement statements, and appraisals for both the relinquished and replacement properties. DoorVault extracts purchase price, closing costs, and relevant financial data automatically.

Document Vault Per Property

Every document is stored and linked to its specific property. When your qualified intermediary or CPA needs the closing disclosure from the relinquished property, you can find it instantly.

Cost Basis Tracking

DoorVault tracks purchase price, closing costs, and improvement costs per property. These are the building blocks your accountant needs to calculate adjusted basis for the exchange.

Portfolio Level Reporting

See the financial picture across all your properties, including those acquired through 1031 exchanges. Track equity, cash flow, and returns without maintaining separate spreadsheets.

Multi Entity and Multi Property Support

If you hold properties in different LLCs or have exchanged into multiple replacement properties, DoorVault keeps each entity and property separate with consolidated reporting.

Comparison
DoorVault vs the status quo
FeatureDoorVaultSpreadsheets / Manual
Closing disclosure extractionAI reads PDF and populates property fieldsManually type purchase price and costs
Document organization per propertyEvery doc linked to its propertyFolder tree on your hard drive
Cost basis componentsPurchase price, closing costs, improvements trackedSpreadsheet you hope is up to date
Portfolio view across exchanged propertiesUnified dashboardSeparate files per property
Share data with QI or CPAExport property financials and documentsEmail attachments from scattered sources
Entity level separationBuilt in LLC and trust supportManual separation in spreadsheets
FAQ
Common questions
Does DoorVault track 1031 exchange deadlines?
DoorVault does not currently have a dedicated 1031 deadline tracker with the 45 day and 180 day countdown timers. However, you can store all exchange related documents in the property's document vault and use the notes feature to log key dates. Deadline tracking is on our roadmap.
Can DoorVault calculate my adjusted basis?
DoorVault tracks the components that go into adjusted basis: purchase price, closing costs, and improvement costs. Your CPA will use these numbers along with depreciation schedules to calculate the final adjusted basis. DoorVault gives them clean, organized data to work with.
How do I link the relinquished and replacement properties?
Both properties exist in your DoorVault portfolio. You can organize them under the same entity or use notes and document tags to connect them. DoorVault does not have a formal exchange linking feature yet, but all the financial data for both properties is in one place.
Does DoorVault handle reverse exchanges or improvement exchanges?
DoorVault tracks property financials and documents regardless of the exchange structure. The document vault and cost tracking features work the same way whether you are doing a standard, reverse, or improvement exchange. The exchange specific logic (like boot calculations) is handled by your qualified intermediary.
Can my CPA access my DoorVault data?
You can export property financials and transaction data from DoorVault. There is also a professional portal that allows accountants and property managers to view your portfolio with limited access. This makes sharing data at tax time straightforward.

Try DoorVault Free

2 properties, full Knox AI features, no credit card required. See how DoorVault works for 1031 exchange investors.

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