We look forward to working with you. When completing the below Start a Reverse Exchange form, please provide us with as much information as possible. Please note – you can submit your order form without all the fields completed. We will contact you once your order is received to discuss your upcoming Reverse Exchange transaction.

Start A Reverse

TAXPAYER (EXCHANGER) INFO

The tax owner of the Relinquished Property is termed the “Taxpayer,” and the new property (the “Replacement Property”) will need to ultimately be acquired by the same Taxpayer or through an entity that is disregarded from Taxpayer for federal income tax purposes. Please confirm the vesting of the sale property (e.g. copy of deed when Taxpayer took title).

Attorney or Tax Advisor Name

RELINQUISHED PROPERTY(IES) - RLQ

ESTIMATED CLOSE OF ESCROW DATE

Please provide the approximate $ amounts/dates for each Replacement Property. Hit the "+" for each Replacement Property.

Closer (Closing Attorney / Escrow Officer)- Replacement Property(ies) - RPL

REPLACEMENT PROPERTY(IES) - RPL

ESTIMATED CLOSE OF ESCROW DATE RPL

Please provide the approximate $ amounts/dates for each Replacement Property. Hit the "+" for each Replacement Property.

Closer (Closing Attorney / Escrow Officer)- Replacement Property(ies) - RPL

LLC FORMATION

A new LLC must be formed to hold title to the Parked Property

REQUIRED SET UP DOCUMENTS

The following documents will need to be provided to your 1031 sales executive.
  • The information you provide to 1031 will be used to prepare the documents necessary to complete your exchange. Please make sure that the information is accurate and complete. There will be a $250.00 re-drafting fee if it becomes necessary for 1031 to redraw exchange documents because 1031 was provided with incorrect or incomplete information.