Get Started with a 1031 Exchange

Step 1: Contact Us Before You List

The best time to call us is before you list your property for sale. This gives us time to review your situation, advise on the best exchange structure, and prepare all the necessary documentation before your closing date.

Step 2: We Prepare Your Exchange Documents

Once you engage us as your qualified intermediary, we prepare the exchange agreement, assignment documents, and escrow instructions. These documents are signed before closing and direct the title company to send the proceeds directly to our exchange account.

• Exchange agreement and QI designation
• Assignment of purchase and sale agreement
• Escrow instructions to the title company
• Identification notice template

Step 3: Close, Identify, and Acquire

After closing, you have 45 days to identify your replacement property in writing and 180 days to close on it. We track your deadlines, hold your funds securely, and coordinate with the replacement property's title company to complete the exchange.