1031 Exchange Support
Exchange Expertise
Deep understanding of 1031 rules, timelines, and requirements to protect your tax deferral.
Timeline Management
Keep you on track with 45-day identification and 180-day closing deadlines that cannot be missed.
Qualified Intermediary Coordination
Work seamlessly with your QI and legal team to ensure compliance with IRS regulations.
Strategic Property Selection
Identify replacement properties that meet exchange requirements while hitting your investment goals.
Proper Documentation
Ensure all paperwork, valuations, and procedures meet strict IRS requirements for exchanges.
Backup Identification
Help you identify multiple potential replacement properties to mitigate risk of failed exchanges.
The Exchange Timeline
Exchange Planning
Review your relinquished property, engage qualified intermediary, and plan your exchange strategy.
Sell & Identify
Close sale of your property and identify replacement properties within 45 days.
Replacement Search
Aggressively search and analyze identified properties to find the right fit within your timeline.
Close Within 180 Days
Complete purchase of replacement property to successfully defer capital gains taxes.
