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1031 Exchange Checklist

Boston / San Jose

When preparing to execute a 1031 Exchange, there are a lot of things to keep track of. You have to manage selling a relinquished property and purchasing a replacement property, working with realtors, tax professionals, attorneys, a Qualified Intermediary, escrow agreements, identification notices, boot calculations, and more, all while following all Section 1031 rules and adhering to the 1031 Exchange Timeline.

To help exchangers stay on top of all the things they need to do, we’ve created this factsheet that covers what needs to be done at each step. From initial due diligence to the sale of the relinquished property to property identification to closing on the replacement property, this list contains some of the most vital actions (some of which may not have occurred to you) that can make all the difference for a successful exchange.

Fill out the form to download the 1031 Exchange Checklist factsheet.

 

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