THE ULTIMATE 1031 EXCHANGE SOLUTION

The process of completing a qualified Section 1031 exchange isn't necessarily difficult, but it is important to have your transactional logistics and 1031 exchange proceeds handles appropriately and compliantly per the IRS rules.

THE BEST EXCHANGE PROCESSING
AND SECURE 1031 BANKING

The main goal of Self Directed 1031 was to bring together within one solution, the two most important aspects of any 1031 exchange. Namely, the planning and processing of your exchange documentation as well as the critical banking services which ensure that your funds are handled safely, securely and expeditiously.

We believe we've accomplished that by integrating the industry leading 1031 banking and trust services of B of I Federal Bank, with the timely and expert planning and facilitation expertise of Exchange Operations. Both of these firms, while well known throughout the 1031 exchange industry, have come together to create this new Self Directed 1031 solution for Exchangers nationwide.

THREE STEPS TO AN EASY EXCHANGE

You only have a total of 180 days to complete your sale and close on your Replacement Property. We've streamlined the process into three simple steps for your convenience.

1STEP

PLAN YOUR EXCHANGE

Every exchange should be planned beforehand. It only take a couple of minutes to organize your 1031 plan which is compliant and seamless.

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2STEP

SETUP YOUR 1031 EXCHANGE

Once you have a plan to sell and buy within 180 days, we need to create your exchange documents and setup the trust account for your funds.

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3STEP

CLOSE SALE AND START 180 DAY CLOCK

When your Phase One sale closes, the exchange proceeds are wired into your trust account and your 45 day identification clock is started.

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Exchange Services

Exchange Planning

Every exchange which is planned beforehand tends to proceed more smoothly because potential issues can be mitigated easily.

Document Generation

How we create your exchange documents which memorialize your transfers and qualify your exchange is critical every exchange.

Funds Security

We only utilize Qualified Escrow Accounts for every exchange. There is no safer way to have your funds on deposit anywhere.

Deferred Exchanges

This is the most common type of exchange where you have a total exchange period of 180 days, including a 45 day ID period.

Reverse Exchanges

Sometimes circumstances require that you must buy before you sell. This is a reverse exchange. A process in which we are expert.

Replacement Properties

In some markets it is difficult to finds and identify new property. If necessary, we know of available investment grade alternatives.

Skills and Expertise

1031 Planning
Forward Exchanges
Reverse Exchanges
Advanced Strategies

VIDEO HELPS

We've aggregated a few topical video clips which explain various aspects of the 1031 exchange process. For additional videos, visit our multimedia library here.

Need to understand the difference between an exchange and simply selling and buying new property? Check out this video explanation.

Every 1031 exchange needs to include what are known as 'like kind' properties. This video explain the definition of 'like kind'.

There are a couple of critical pitfalls which experienced Exchangers always avoid. Find out what they are so you can avoid them as well.

Understanding how to calculate your equity and your capital gain is critical when determining how much Replacement Property you need to acquire.

Deferred Exchanges are the most common exchange type. This video explains the 180 day exchange period and 45 day identification requirement.

If you are in a situation which requires a Reverse Exchange, it is important to understand how the reverse logistics differ from typical forward exchanges.

41,355

completed exchanges

59,052

replacement properties

523

billion in deferred gain

100

% of funds security

Testimonials

1031 Exchange Timing

EXCHANGE FEES

Deferred Exchange

$

599 /
Upon Sale
  • $100 Each Replacement
  • 1031 Planning
  • QEA Account
  • Full Security
  • 24/7 Visibility
Start an Exchange

Reverse Exchange

$

5000 /
And Up
  • Separate LLCs
  • Reverse Planning
  • Bankruptcy Remote
  • QEA Account
  • 24/7 Visibility
Start an Exchange

Specialty Exchange

$

Call Us
  • Planning
  • Legal Support
  • Improvement
  • Construction
  • Non Safe Harbor
Start an Exchange

45 / 180 Day Calculator

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