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Open a 1031 Exchange

There are three stages to completing a 1031 exchange. The first stage is to establish the account, complete the sale, and purchase the replacement property. The proceeds of the sale of your relinquished property is held in escrow in a segregated and secure account until needed for the purchase of your replacement property.

Step 1: Set up an Account

Personal Information

Name(Required)

First Last

Names (if multiple owners)

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone(Required)

Fax

Email(Required)

Property Information

Legal Name on Deed

Authorized Signers

Address of Property

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Expected Sales Price

Existing Debt

Expected Cash From Sale

Expected Closing Date

Title Company Business Name

Title Company Contact Person

First Last

Title Company Phone

Financial Advisory

Agent

Attorney

CPA

Other

Financial Advisor

First Last

Financial Advisor Phone

Once you have submitted the above information, your exchange account is established. One half of our fee will be charges on the closing of your relinquished property and one-half at the time of closing of your replacement property.

Step 2: Sale of Relinquished Property

The following information will need to be provided at or just before the sale of your property. One of our service team will work closely with you to meet these requirements and gather the information.

A copy of the real estate purchase and sale agreement.
Exchange Agreement
Letter to title company or closing attorney
Assignment of purchase & sale agreement to 1031 Exchange Place, LC

Step 3: Purchase of Replacement Property

Identification of potential replacement property (multiple candidates)
Place replacement property (one or more) under contract
Assign purchase & sale contract to 1031 Exchange Place, LC
Obtain financing (if applicable)
Close on replacement property (one or more)

Our commitment is to communicate with you every step of the way, assume as much of the load as possible, and make the entire exchange process a pleasant one.