Exchange coordination
Coordinated 1031 Exchanges in Porterville
The sale, the identification list and the replacement purchase all kept on one exchange calendar.
Every Exchange Needs a Master Calendar
Section 1031 allows an investor to swap one business or investment property for a like-kind replacement, hoping to put off capital gains tax. What makes it demanding is the schedule. The day the relinquished property closes, two deadlines begin: candidates must be named in writing by day 45, and the replacement must be bought by day 180, or earlier if that year's tax return comes due first. There are no extensions for a slow lender. Porterville Real Estate Agent handles the real estate on both sides and keeps them on one master calendar. We price, market and negotiate the sale of the property you are giving up. At the same time we line up replacement candidates, gather their leases and expense records and schedule tours, so identification is a decision rather than a scramble. Purchase contracts are written with escrow and contingency periods that fit inside the window. Sale money sits with your qualified intermediary, and your tax advisor makes the tax calls. Tax advice and tax promises are outside what we do.
On the Exchange Checklist
Exchange rules sit with your intermediary and tax advisor. Our list covers the property work.
Master exchange calendar
Sale closing, day 45 and day 180 mapped before the sale goes under contract.
Sale of relinquished property
The outgoing property priced, listed and negotiated.
Replacement pipeline
Candidates gathered and toured while the sale is still in escrow.
Records for each candidate
Leases, rents, expenses and condition reports collected for review.
Identification list
Candidates organized so you can deliver written identification on time.
Contract timing
Purchase escrow and contingencies written to close inside the window.
Status updates to your team
Progress reports to the whole team: escrow, lender, intermediary, advisor.
Exchanges, Step by Step
Set up before selling
We map the calendar first. Ahead of the sale closing, your tax advisor signs off on the approach and you retain a qualified intermediary, which the rules require.
Sell and build the list
Your property is marketed while replacement candidates are gathered and reviewed.
Identify and close
Written identification goes to your intermediary, and we negotiate and track the purchase to closing inside 180 days.
Why Investors Let Us Keep the Exchange Calendar
Dates mapped first
Day 45 and day 180 are on the calendar before anything is signed.
A pipeline, not a scramble
Replacement options are ready when the identification window opens.
Everyone in the loop
Your intermediary, advisor and lender hear about each milestone.
- Day 45 mapped
- Day 180 tracked
- Candidates gathered
- Team updated
Thinking About an Exchange?
Call before your property goes under contract. We will set up the exchange calendar and start the replacement list.