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.
How a Forward 1031 Exchange Works — Step by Step
Steve Wolterman walks through the complete forward exchange process from listing your property to closing on the replacement. Includes a detailed explanation of the 45-day and 180-day rules, identification strategies, and common pitfalls to avoid.
The Cost of Cashing Out
Standard Sale
Available
$456,250
1031 Exchange
Available
$525,000
+$68,750 more working for you with a 1031 Exchange
Like-Kind Property: The Ultimate Flexibility
Many people think they must buy the same type of building they sold. However, "like-kind" actually refers to the use of the property. You can sell a single-family rental and buy a commercial office building, or sell a New York apartment and buy a Florida retail center — without paying a dime in capital gains tax.
Start Your Forward Exchange Today
FREE CONSULTATIONS
866-455-7271434 W Loveland Ave. Loveland, OH 45140
Serving clients nationwide