Steps to a Successful 1031 Exchange

Navigate the complex 1031 exchange process with our guide on steps, deadlines, and Qualified Intermediaries.

Step-by-Step Guide

1
Consult with Tax Advisor & Decide to Exchange
2
Identify a Qualified Intermediary (QI) before selling
3
List and Sell the Relinquished Property
4
The 45-Day Identification Period (CRITICAL DEADLINE)
5
The 180-Day Closing Period (CRITICAL DEADLINE)
6
Finalize the Purchase of Replacement Property

Process Timeline

Phase 1

Preparation

Planning, documentation, and initial consultation.

Phase 2

Active Market

Execution of the search or marketing strategy.

Phase 3

Success/Close

Finalizing legal and financial requirements.

Expert Advice

Missing a deadline by even one day can disqualify your exchange. Visit our detailed 1031 page for more technical info.
Download the Guide

Related Resources

Expert Consultation

Get personalized advice from Jonathan Fitzgerald, Broker Associate with 20 years of experience.

By submitting this form, you consent to be contacted by Jonathan Fitzgerald and Charles Rutenberg Real Estate by phone, text message, or email regarding your real estate inquiry, including through automated technology. Consent is not a condition of any purchase. Message and data rates may apply. Your information is kept confidential and is never sold or shared with third parties.

Click to Call

(407) 900-5020

Office Address

631 S Orlando Ave #200
Winter Park, FL 32789