1031 Exchange Services
Defer tax on your qualifying real estate transaction through 1031 exchange services leveraging Exchange Manager Pro℠, the industry’s only 1031 exchange workflow technology and the exchange facilitation capabilities of one of the nation’s leading Qualified Intermediaries.
500+
clients served
25+
years of experience
$1Bn +
assets secured
Our Process Is
Clear and Simple
Sale of Relinquished Property
Execute a sales contract on your relinquished property, mention the 1031 exchange within the contract to notify the buyer of your intent to do a 1031 Exchange.
Document Prep
Provide Qualified Intermediary (QI) contact information to your closing agent.
Secure Funds
Upon the close of the relinquished property sale the proceeds will be wired to the Ql on your behalf until you purchase your replacement property.
Replacement Timeline Begins
Your 45-day and 180-day periods start the day of the close.
SELL
Start Identification
You have 45 days from the close of your relinquished property to identify your replacement proper-ty(ies).
3 Rules
There are 3 rules in which you can properly identify replacement properties: 3-property rule, 200% rule, and 95% rule.
Property Values
In order to defer all taxes, the value of the replacement property(ies) must be equal or greater than the value of the sale of your relinquished property.
IDENTIFY
Closing Funds
You can use exchange funds to close on a replacement property at any time during the 180-day period, mention the 1031 exchange within the contract to notify the seller of your intent to do a 1031 exchange.
Closing Information
Provide QI contact information to your closing agent.
Final Documents Prep
Your closing agent will work with the QI team to draft or obtain all necessary documents.
Release of Funds
At closing of your replacement property or at the expiration of the 180-day period, your exchange will close and any remaining funds will be disbursed back to you.
BUY
Why
Capital Shield
In-House Coordination:
We help coordinate the 1031 exchange through our team, reducing friction and increasing efficiencies.
1031 workflow software, Exchange Manager Pro℠, keeps clients and advisors informed of transaction timelines, funds available, and other pertinent information throughout the 1031 exchange.
Software Workflow:
Capital Shield provides access to attorneys with subject matter expertise and seasoned Certified Exchange Specialists® (CES®).
1031 Exchange Expertise:
Have confidence in the security of your exchange funds with insurance coverage amounts found only among the largest exchange facilitators in the industry, including: $50 million Fidelity Bond, $25 million Errors & Omissions, and $20 million Cyber Liability.
Security Expertise:
TRUSTED BY INDUSTRY LEADERS
Servicing all 50 states
Need a deal done quickly?
Does my sale qualify?
Answer these simple questions to see if your sale qualifies for a 1031 exchange.