1031 Exchange Services
Forward 1031 Exchanges
We handle the forward exchange process for investors across the country every single day. This is the most common way to defer your capital gains taxes. Specifically, you sell your current property first and then acquire your replacement property. We manage the timelines and hold the funds to ensure you remain IRS-compliant throughout the transition.
Strict Timelines for Success
The IRS is very strict about two specific dates. Missing either of these will disqualify your entire deferral.
Our Forward Exchange Workflow
Sell Your Property
We coordinate with the title company to receive the sale proceeds directly into our secure exchange account.
Identify the New Asset
You submit your written identification list to us within the 45-day window. We ensure it meets all IRS requirements.
Finalize the Purchase
We transfer the held funds to your new closing to complete the tax-deferred swap.