Tell Us About Your Exchange

Thanks, we have your contact information. A few details about the transaction help us prepare before we call you.

Why We Ask

Property type tells us whether this is a standard real estate exchange or a mineral rights exchange, which needs extra review.
Closing date sets your 45- and 180-day deadlines.
Your CPA’s details let us coordinate reporting and catch tax issues early. We only contact your CPA with your permission.

Not sure about something? Leave it blank. We’ll go over it on the phone.

Step 2 of 2

Your Transaction

Step 2 of 2

Your transaction and CPA details

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Ready to Start Your 1031 Exchange?

Call before your sale closes. A qualified intermediary has to be in place first.

General information only, not tax or legal advice.

Qualified intermediary for 1031 exchanges of investment real estate, land, and oil, gas & mineral interests. Exchange funds are held in a qualified escrow account at a federally insured bank.

Tell Us About Your Exchange

Why We Ask

Your Transaction

Ready to Start Your 1031 Exchange?

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