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How It Works

Your 1031 Exchange, Step by Step

Five steps from sale to passive ownership — with the deadlines that actually run the show.

For accredited investors only.

This website does not constitute an offer to sell or a solicitation of an offer to buy any security.

  1. 1

    Consultation

    Review your goals, timeline, and property sale with a licensed advisor.

  2. 2

    Sale & Qualified Intermediary

    Your sale proceeds go to a Qualified Intermediary to preserve 1031 eligibility.

  3. 3

    Identify

    Within 45 days, identify DST replacement property — we help you shortlist.

  4. 4

    Close

    Complete your exchange within 180 days. DST closings typically take 3–5 business days.

  5. 5

    Own passively

    Receive distributions and annual tax reporting while the sponsor manages the property.

Your deadlines, calculated

Enter your sale closing date and we’ll render your 45-day identification deadline and 180-day exchange deadline — with a calendar export so nothing slips.

Enter your closing date to see your 45-day and 180-day deadlines.

The role of the Qualified Intermediary

A Qualified Intermediary (QI) is an independent party required by the IRS to hold your sale proceeds between the sale of your relinquished property and the purchase of replacement property. You cannot take receipt of the funds yourself without disqualifying the exchange.

We aren’t a Qualified Intermediary ourselves. We work with several independent QIs and can refer you to one suited to your transaction and timeline.

Our role

We work across the DST marketplace on your behalf — not on behalf of a single sponsor.

  • Access to most DST offerings

    We aren’t tied to one sponsor or a proprietary shelf. We give you access to DST offerings from most sponsors active in the market, across property types and geographies.

  • Due diligence on offerings and sponsors

    Before we bring you a DST, we review the specific trust and its sponsor — track record, trust structure, and financing terms — so you’re choosing from vetted options.

  • Fit customized to your goals

    One DST doesn’t suit every investor. Diversification, property type, and debt levels should be customized for each 1031 exchange — we match the offerings we bring you to your timeline, risk tolerance, and objectives, rather than handing you a one-size-fits-all list.

Closing & post-investment

Once your exchange closes, you’ll receive periodic distributions and annual tax reporting (typically a Schedule K-1 or 1099, depending on structure) for the life of the investment. We monitor your investment and the sponsor’s performance, and we can help you with future exchanges or other investment opportunities.

Ready to talk it through?

No cost, no obligation. Speak with a licensed advisor about your timeline and options.

Schedule a Consultation