Full-service 1031 exchange coordination for Arizona investors. Property identification, qualified intermediary guidance, deadline management, and tax deferral strategies for all property types.
Why Choose Us
We provide comprehensive 1031 exchange services for Arizona investors. From property identification to qualified intermediary coordination, we guide you through every step of your tax-deferred exchange.
Expert guidance finding replacement properties across all asset classes. Multifamily, retail, industrial, office, and more.
We work with trusted QIs to ensure proper exchange structuring, fund segregation, and IRS compliance throughout your exchange.
Never miss your 45-day identification or 180-day closing deadlines. Our timeline tools keep your exchange on track.
Maximize tax deferral through proper exchange structuring. Boot analysis, debt replacement planning, and advisor coordination.
The Process
Each stage demands clear documentation, segregation of proceeds, and milestone precision.
Funds held by a qualified intermediary.
Submit formal identification list.
Acquire replacement under IRS rules.
Learn more in IRS Form 8824 and Like-Kind Property rules.
See Rev. Proc. 2008-16 for vacation home safe harbor.
Our Services
From initial consultation to closing, we provide comprehensive support for your 1031 exchange. Property identification, QI coordination, and deadline management for all property types.
Structured project management for investors selling and replacing property in Phoenix, AZ.
Targeted replacement sourcing focused on cash flowing assets across greater Phoenix.
Exchange accommodation titleholder planning, financing support, and compliance documentation.
Construction draw oversight and documentation for build-to-suit 1031 exchanges.
Delaware Statutory Trust evaluation and documentation for passive exchange options.
Strategic consultation aligning exchange objectives with long-term portfolio goals.
Property Types
We help identify replacement properties across all asset classes. Whether you're seeking passive income, appreciation, or a combination, we find properties that meet your investment goals.
1031 Exchange
Apartment buildings and residential complexes. Steady rental income with potential for value-add improvements and long-term appreciation.
1031 Exchange
Distribution centers, flex space, and manufacturing facilities. Strong demand from e-commerce and logistics growth.
1031 Exchange
Shopping centers, strip malls, and single-tenant retail. Diverse tenant mixes or credit tenants with long-term leases.
1031 Exchange
Class A, B, and medical office properties. Professional tenants with multi-year leases and built-in escalations.
1031 Exchange
Delaware Statutory Trust fractional ownership. Passive income without management responsibilities, ideal for hands-off investors.
1031 Exchange
Combined retail, office, and residential assets. Diversified income streams with reduced single-tenant risk.
Service Areas
Comprehensive 1031 exchange support across the Phoenix metropolitan area. From downtown Phoenix to Scottsdale, Tempe, and the East Valley, we help Arizona investors navigate their tax-deferred exchanges.
Resources
Planning Tools
Deadline Calculator
Enter the closing date of the relinquished property. Deadlines are calculated using Mountain Standard Time to match Phoenix requirements.
Provide a closing date to see your identification and completion milestones.
Timeline Tracker
Enter the relinquished closing date to generate a Phoenix-aware milestone schedule. Share with your advisory team to keep tasks aligned with IRS deadlines.
Enter the sale closing date to generate a milestone tracker for your Phoenix exchange.
Identification Rules
Every Phoenix exchange must follow one of the IRS-approved identification tests. Use this overview to confirm which path aligns with your portfolio and timeline.
Identify up to three replacement properties of any value. Close on one or more of them within 180 days.
When to use
Common when each candidate offers strong certainty of closing or when high-value assets exceed the 200 percent threshold.
Compliance focus
Provide legal descriptions for every property. Backup options must be clearly labeled in the identification letter.
Identify any number of properties as long as the aggregate fair market value does not exceed 200 percent of the relinquished sale price.
When to use
Helpful when investors want multiple options across Phoenix, Tucson, or out-of-state markets while maintaining optionality.
Compliance focus
Track contract values and amendments. Update the intermediary immediately if price changes push the aggregate total above 200 percent.
Identify any number of properties regardless of value and acquire at least 95 percent of the total identified value.
When to use
Reserved for portfolios with numerous assets or DST tranches where closing on nearly every property is practical.
Compliance focus
Maintain a portfolio dashboard with contract, inspection, and funding statuses. Missing the 95 percent threshold can void the exchange.
Exchange Tools
Interactive calculators to help you understand boot, estimate costs, and validate identification compliance.
Calculate boot including cash received and mortgage relief, and estimate tax implications.
Use CalculatorEstimate qualified intermediary fees, escrow costs, title insurance, and recording fees.
Use CalculatorValidate your identification against the three property, two hundred percent, or ninety five percent rules.
Use CheckerFAQ
A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows real estate investors to defer capital gains taxes when selling an investment property by reinvesting the proceeds into a like-kind replacement property. This powerful tax deferral strategy preserves equity for continued investment growth.
The 45-day identification period begins the day the relinquished property closes and requires a written identification of replacement candidates delivered to the intermediary by midnight of day 45. The 180-day exchange period runs concurrently and ends on the 180th calendar day or the tax filing date, whichever comes first, unless an extension is properly filed.
A qualified intermediary (QI) is a neutral third party who holds the exchange proceeds between the sale of your relinquished property and the purchase of your replacement property. The QI ensures proper fund segregation and helps maintain IRS compliance throughout your exchange.
Most investment and business real estate qualifies for 1031 treatment, including multifamily, retail, industrial, office, land, and mixed-use properties. The key requirement is that both properties must be held for investment or business use—not personal residences.
We help identify replacement properties that meet your investment criteria, timeline, and tax deferral goals. Our team sources options across all asset classes and coordinates with brokers, lenders, and your advisors to ensure timely identification within the 45-day window.
Boot is taxable gain that occurs when you receive cash, reduce debt, or acquire property of lesser value in your exchange. We help structure exchanges to minimize or eliminate boot through proper debt replacement planning and equity reinvestment strategies.
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