Defer Capital Gains Taxes on Your Investment Property Sale
1031 Federal Exchange is a full-service Qualified Intermediary serving real estate investors nationwide. We handle the exchange documentation, safeguard your funds, and keep you on deadline.
Steve Wolterman
Attorney and QI
$500M+
in exchanges facilitated
We work with investors who are
Under Contract
Deadline is active
Listed or Closing Soon
45-day window approaching
Planning to Sell
3-12 months out
Already Sold
Exchange window open
Referral Bonus Program
Know another investor? Refer them and earn $650 credit or $400 cash when their exchange closes. No limits.
The Clock Starts at Closing
A 1031 exchange has two hard IRS deadlines. Missing either one disqualifies the entire exchange and triggers full capital gains tax. You must have a Qualified Intermediary in place before your sale closes.
Sale Closes
Your QI must be in place before this date. Proceeds go directly to the QI -- you cannot touch them, which is required by IRS rules.
Identification Deadline
You must identify up to three potential replacement properties in writing. This deadline cannot be extended under any circumstances.
Exchange Deadline
You must close on your replacement property by day 180 or your tax return due date, whichever is earlier. Both deadlines run simultaneously.
Why Investors Choose 1031 Federal Exchange
We are not a title company that offers exchanges as a side service. This is all we do. Our QI is an attorney, which means your exchange is backed by legal expertise and professional liability.
Attorney and CES Principal
Steve Wolterman is a licensed attorney and Certified Exchange Specialist. Your exchange is personally overseen by someone with both legal and industry credentials.
CES Designation
CES designation from the Federation of Exchange Accommodators. Less than 10 percent of QIs hold this certification nationwide.
Nationwide Service
We facilitate exchanges on properties in all 50 states. Residential, commercial, multifamily, NNN, DST, and more.
Deadline Management
We track your 45-day and 180-day deadlines and send proactive reminders so you never miss a window.
5-Star Client Experience
Responsive communication throughout the exchange. You will always know the status of your transaction.
"A 1031 exchange is one of the most powerful tax deferral tools available to real estate investors. But it is also one of the most deadline-sensitive. My job is to make sure your exchange is structured correctly from day one so you never have to worry about losing your deferral."
Steve Wolterman, Attorney and Qualified Intermediary
Tell Us About Your Exchange
Fill out the form and a member of the 1031 Federal team will review your details and follow up based on your preferred contact method. If you are under contract or closing soon, call us now.
513-472-3560How the Exchange Process Works
A 1031 exchange is straightforward when you have an experienced QI guiding the process. Here is what happens from start to finish.
Engage Your QI
Contact us before your sale closes. We prepare the exchange agreement and coordinate with your closing agent.
Close and Transfer
At closing, proceeds go directly to 1031 Federal Exchange. You never touch the funds, which is required by IRS rules.
Identify Replacement
Within 45 days, you identify up to three replacement properties in writing. We help you document this correctly.
Close on Replacement
We transfer the exchange funds to the closing of your replacement property within the 180-day window.
20% Off All Exchanges This Month
Start your exchange before the offer ends. CES-certified, fully compliant, and handled from contract to close.
Most Popular
Forward Exchange
Sell first, then acquire your replacement property within IRS timelines.
Flat fee. No hidden costs.
- CES-certified qualified intermediary
- 45 and 180-day deadline tracking
- IRS-compliant documentation
- Nationwide service
- Flat fee -- no hidden costs
Reverse Exchange
Acquire your replacement property before selling. Complex structure, handled in-house.
Priced based on transaction complexity. 20% off applies.
- Expert-managed structure
- Exchange accommodation titleholder
- Full IRS compliance
Improvement or Simultaneous
Build equity through improvements or close both properties on the same day.
Priced based on transaction complexity. 20% off applies.
- Multi-party coordination
- Attorney oversight
- Full IRS compliance
Types of 1031 Exchanges We Facilitate
Forward Exchange
The most common structure. Sell your relinquished property first, then identify and acquire your replacement property within the IRS timelines.
Reverse Exchange
Acquire your replacement property before selling your relinquished property. Ideal when you find the right deal before your current property is listed.
Improvement Exchange
Use your exchange proceeds to fund improvements on the replacement property, allowing you to build equity while deferring taxes.
Simultaneous Exchange
Close on both properties on the same day. We coordinate all parties to ensure seamless execution and IRS compliance.
Frequently Asked Questions
Learn From Steve
Watch: 1031 Exchange Explained
Steve Wolterman, attorney and qualified intermediary, breaks down exactly how a 1031 exchange works — in plain English.
"Avoid This 1031 Exchange Mistake That Could Cost You Thousands"
Ready to Start Your 1031 Exchange?
If you are selling investment property -- listed, under contract, or approaching closing -- do not wait until deadline pressure increases. Start your exchange online or call 1031 Federal now.