The goal is straightforward: sell investment property, defer capital gains tax, and reinvest on your terms. Execution is where most like-kind exchanges succeed or fail.
A 1031 exchange runs across your CPA, your attorney, brokers on both sides, and title — all operating against IRS deadlines that don’t move. When coordination breaks down, the deferral is at risk.
Every 1031X client has a named Exchange Officer who owns the file, coordinates every party, and tracks every deadline from open to close. You always know who to call. They always know where your exchange stands.
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1031X is a nationwide Qualified Intermediary specializing in forward, reverse, construction, and complex 1031 exchanges under IRS Section 1031 — serving investors, CPAs, and brokers since 1994.
The Real Stakes
IRS timelines and like-kind exchange rules are fixed and unforgiving. Forty-five days to identify. One hundred eighty days to close.
A typical commercial exchange involves the investor, their CPA, a broker on each side, one or two title companies, an attorney, and the Qualified Intermediary — all operating against those deadlines at the same time. When ownership is unclear, things stall. Emails get missed. Assumptions get made.
When that happens, the investor loses their tax deferral. And the professional who recommended the QI takes the reputational hit.
Our Operating Discipline
Clear ownership. Documented milestones. Every party aligned.
Your exchange is assigned a named Exchange Officer who owns the file from opening through completion. We establish a written timeline, identify every party, and document responsibility before deadlines approach.
Funds held in segregated, insured Qualified Escrow Accounts. Deadlines tracked with advance alerts. Documentation organized in real time — not reconstructed after closing.
We coordinate directly with your CPA, attorney, brokers, and title teams. Milestones are visible. Communication is direct. If something stalls, it's flagged early — while there's still time to correct it.
Nothing shows up at the closing table unannounced.
We don't provide tax, legal, or investment advice. We make sure the professionals who do have what they need, when they need it.
After 32 years working alongside brokers, CPAs, and title companies, we know which situations require additional expertise — and when to bring it in.
See How Our 1031 Exchange Process Works →One process. Scaled to what your exchange actually requires.
For Professionals
Brokers, CPAs, and title teams carry real risk in a 1031 exchange. Our process is built with that reality in mind.
When you refer a client to a Qualified Intermediary, your credibility is attached to their execution. If a deadline is missed or wires get confused, your client doesn't call the QI. They call you.
We run exchanges with documented milestones and proactive coordination so you always know where your client stands. You stay at the center of the relationship. We stay accountable for the exchange.
You advise on strategy. We execute the exchange. That line never blurs.
Every exchange produces a clear close-out package: timestamped milestones, fund tracking, and organized documentation your client can hand you for reporting and review. No reconstructing the file. No chasing paperwork.
We coordinate with title teams early, communicate clearly on wire instructions and document requirements, and manage the 1031 mechanics so they don't surface at the closing table unexpectedly. Your team will never be surprised by a wire instruction they weren't expecting or a document requirement that surfaces at the last minute.
Our 1031 Exchange Services
How does a managed 1031 exchange actually work? Learn about what makes our process different, from where you start to who you work with.
Service Guarantee
If our execution or service falls short of the standards we set, we refund the exchange fee. That commitment has held for more than three decades and across thousands of exchanges.
We can’t control the IRS, the market, or third parties. We can control how we run the exchange — and we hold ourselves accountable for that.
Operational Infrastructure
The documentation behind the discipline.
Member of the Federation of Exchange Accommodators · Certified Exchange Specialists® on staff
Learn About 1031 Exchanges
A Qualified Intermediary holds the proceeds from your sale, coordinates documentation with all parties, and transfers funds to acquire your replacement property — all within IRS-required timelines. Without a QI, the exchange is disqualified and capital gains taxes become immediately due. The IRS outlines the requirements for like-kind exchanges under Section 1031.
Yes. A 1031 exchange — also called a like-kind exchange — applies to all investment and business-use real estate, including commercial, multifamily, industrial, NNN, Delaware Statutory Trust (DST), and mixed-use properties. Any like-kind exchange between qualifying investment properties is eligible for capital gains tax deferral under IRS Section 1031.
After closing on your relinquished property, you have 45 calendar days to identify replacement properties in writing, and 180 calendar days to complete the acquisition. These deadlines are fixed — the IRS provides no extensions except in federally declared disasters.
Exchange funds are held in segregated Qualified Escrow Accounts, separate from operating funds. Every exchange is backed by Errors & Omissions insurance, Cyber Liability insurance, and a Fidelity Bond. Funds are never commingled. Across 32 years and tens of thousands of 1031 exchanges, 1031X has never experienced a loss of client funds.
In a forward (delayed) exchange, you sell your relinquished property first and then identify and acquire replacement property within IRS deadlines. In a reverse exchange, you acquire the replacement property before selling — useful when you find the right property before your sale closes.
The Certified Exchange Specialist® designation is the highest professional credential in the qualified intermediary industry, administered by the Federation of Exchange Accommodators. Fewer than 200 professionals nationwide hold it. Learn more about the CES® designation. 1031X has Certified Exchange Specialists® on staff who oversee exchange operations and compliance.
Get In Touch
Our Exchange Officers will walk you through how we operate and what your exchange would look like. No pitch. No pressure. Just clarity on what comes next.
Or call directly 1-888-899-1031
Broker, CPA, or title professional? We’d like to learn about your practice ↑
Have questions about the 1031 exchange process? Read our FAQ →
Exchange expertise, built over 32 years.
1031X is a nationwide Qualified Intermediary specializing in 1031 exchanges for residential, commercial, and multifamily investment real estate. We facilitate forward, reverse, construction, and complex exchanges under IRS Section 1031 — with documented governance, insured escrow protection, and structured execution since 1994.
1031X.com, Inc. is a Qualified Intermediary as defined under Treasury Regulation §1.1031(k)-1(g)(4). 1031X does not provide legal, tax, or investment advice. Some licensed professionals may participate in 1031X’s partner network and may receive marketing or referral consideration, educational sponsorship, or charitable recognition consistent with IRS, state, and federal disclosure requirements. 1031X maintains independence and does not share revenue from settlement or investment services covered by RESPA, SEC, or FINRA regulations.