The exchange runs on your client's closing date. We work to it.

Where exchanges usually start

Most exchanges reach an intermediary through someone the owner already trusts: the escrow officer who sees the sale, the attorney or CPA the owner calls first, the advisor who manages the proceeds afterwards. We built our work around those people.

• Title officers
• Escrow officers
• Commercial brokers
• Attorneys
• CPAs
• Wealth managers and family offices

What we handle

• The exchange documents — the exchange agreement, assignment of the sale contract and the written notices, in place before the relinquished property transfers.
• The dates — day 45 for identification and the end of the exchange period, which is the earlier of day 180 or the due date, including extensions, of the exchanger's return.
• The identification — received in writing, signed, by midnight on day 45.
• The funds — exchange proceeds held by the intermediary, not the exchanger, and paid out on written instruction to close the replacement property.

What stays with you

The client relationship, the advice and the decisions. We do not give tax, legal or investment advice, and we do not recommend replacement property. When a question is about whether something is taxable, we say so and send it back to the client's CPA or attorney.

How we work

We work to the closing date, stay with the file, and tell you right away if something cannot be done. A large part of what we handle are exchanges that arrive late, a day or two before closing. Many of those are still workable when the call comes before the proceeds move.

Call before the proceeds move: 866 550 1031.

Learn the rules

• The 1031 exchange guide — the rules in plain English, with the citations.
• Keys to exchanging and the FAQ.
• Do the 1031 deadlines ever move? — what disaster relief can and cannot postpone.