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. Because we do this all the time, we know how to navigate even the tightest deadlines.

Strict Timelines for Success

The IRS is very strict about two specific dates. Missing either of these will disqualify your entire deferral.

• 45-Day Identification: You have exactly 45 days after your sale to identify your new properties.
• 180-Day Closing: You must close on your new property within 180 days of the original sale.
• Identification Rules: You must select properties under the Three-Property, 200%, or 95% rule sets.

Our Forward Exchange Workflow

We guide you through these three critical phases to ensure a smooth closing.

1. Sell Your Property: We coordinate with the title company to receive the sale proceeds directly.
2. Identify the New Asset: You submit your written identification list to us within the 45-day window.
3. Finalize the Purchase: We transfer the held funds to your new closing to complete the tax-free swap.

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. For example, you can sell a single-family rental and buy a commercial office building. We help investors diversify across different asset types every week. You can sell a New York apartment and buy a Florida retail center without paying a dime in capital gains tax.

Moving Across State Lines

We are a national firm, so we facilitate state-to-state exchanges constantly. There is no rule requiring your new property to be in the same state as your old one. Many of our clients sell in Arkansas and reinvest in growing markets like Texas or Nevada. We coordinate across multiple jurisdictions to keep every transaction compliant anywhere in the United States.