Start Your 1031 Exchange

Describe your situation. Find out how we can help.
No hard sell, no commitment.

HomeExchange SolutionsStart Your Exchange

Select the form that applies to you:
🏠
● Investor / Client

I Own Investment Property

You're an individual investor or property owner planning — or in the middle of — selling a real property and deferring capital gains.

  • I own the property being sold
  • I want to defer capital gains tax
  • I'm looking for a Qualified Intermediary
  • I may be exploring, listed, or already under contract
🤝
● Referring Partner

I'm Referring a Client

You're a real estate agent, CPA, attorney, or financial advisor introducing a client who needs 1031 exchange services.

  • I work in real estate, tax, or finance
  • I have a client who owns investment property
  • I'm introducing them to 1031X on their behalf
  • I'd like my referral tracked and attributed
💡
Not sure? If you own the property being sold, use the Investor / Client form. If you're a professional referring someone else's property, use the Referring Partner form. Each form routes to the right team and ensures proper attribution.

Tell Us About Your Exchange

Takes about 2 minutes · All information is confidential

0% complete
1How Did You Hear About Us?
2Contact Information
3Your Current Situation *

Where are you in the process right now?

Exchange eligibility is difficult after a property has closed. Our team will help you understand what options, if any, are still available.
4Property Snapshot
5Reinvestment Planning

Do you know how you will reinvest the proceeds?

6Your Advisory Team  optional

Are you currently working with any of the following?

We'll review and follow up within 1–2 business hours.
No commitment required. Your information is fully confidential.

🤝  Partner Referral Form — your information and attribution will be captured alongside your client's details.
1How Did You Hear About Us?
2Client Contact Information

Enter your client's contact details below.

3Exchange Situation *

Where is your client in their process right now?

Exchange eligibility is difficult after closing. Our team will assess options for your client.
4Property Details
5Reinvestment Awareness

Does your client know how they'll reinvest the proceeds?

6Your Referral Information
📋 This section is unique to the partner form — your info stays separate from your client's record.
7Partner Confidence  optional

How likely is your client to pursue a 1031 exchange?

We'll review and follow up with you and your client within 1–2 business hours.
Your referral will be tracked and attributed to your organization.

💡 Not sure? If you own the property being sold, use the Investor / Client form. If you’re a professional referring someone else’s property, use the Referring Partner form. Each form routes to the right team and ensures proper attribution.
Why Choose 1031X
$8B+
Exchanged for clients
15,000+
Investors served
32
Years specializing
1–2 hr
Response time
Dedicated Exchange Officer assigned to you
Flat, transparent pricing — no hidden fees
FDIC-insured segregated exchange accounts
Paperless digital portal for all documents
Forward, reverse, construction & custom exchanges
Nationwide coverage, same-day setups available
What Happens Next
1
We review your submission
Within 1–2 business hours
2
Exchange Officer assigned
Matched to your timeline & complexity
3
You receive a personalized plan
Deadlines, requirements & next steps
4
Exchange docs prepared
When you're ready — at your pace
🏅
Service Guarantee
If our service or execution falls short of excellence, your exchange is on the house. We stand fully behind our work.
Read Our Promise →
Prefer to Talk First?
1-888-899-1031
Available 9am – 7pm ET
or
Schedule a Consultation