Exchange Your Investment Property Without Losing Your Timeline
We handle the real estate side while your CPA confirms the tax treatment.
What Qualifies for an Exchange
Section 1031 covers real property held for investment or business use. Your primary home does not qualify. Property you hold mainly to resell does not qualify either. Confirm this first, before any offer or listing moves forward.
The Two Deadlines That Control Your Exchange
You must identify replacement property within 45 days after closing. You must receive it within 180 days, or your tax return due date if earlier. Miss either date and the exchange can fail. A qualified intermediary must hold your funds before you close, not after.
Where We Fit and Where We Don't
We manage sale planning, replacement property search, underwriting, offer strategy, and closing coordination across Kirkland, Seattle, and Bellevue. We are not a qualified intermediary, CPA, attorney, or securities broker. Your CPA confirms tax treatment and filing. See our advisor guide for who handles each part of your team.
Sources
Educational only, not tax advice. Your CPA must confirm tax treatment, timing, participation, basis, and filing before you act.
Common questions
Clear answers first. If one question changes the deal, bring it into the review before you move money.
Q1Does my primary home qualify for a 1031 exchange?+
No. A 1031 exchange is for investment or business property. Your primary home may qualify instead for the separate Section 121 home sale exclusion. Ask your CPA which rule applies to your property before you plan a sale.
Q2What are the two deadlines?+
Both start the day your sale closes. You have 45 days to name the replacement property in writing, and 180 days to close on it. If your tax return is due sooner, that earlier date applies instead.
Q3Why do I need a qualified intermediary?+
Because you cannot touch the sale proceeds. A qualified intermediary holds the funds and buys the replacement property for you. If the money reaches your account, even briefly, the exchange fails. Hire one before your sale closes.
Plan Your Exchange Timeline
Book a free Real Estate Review. We will map your two deadlines, review replacement property options, and outline next steps with your CPA and qualified intermediary. Thirty minutes, numbers first, no pressure.
Plan Your Exchange Timeline
Book a free Real Estate Review. We will map your two deadlines, review replacement property options, and outline next steps with your CPA and qualified intermediary. Thirty minutes, numbers first, no pressure.
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