Get Started with Your 1031 Exchange

Fast, Compliant, Secure

Start your 1031 exchange today with Exchange Connect. Three easy steps: consultation, document submission, and secure exchange execution

Start The Process

Fully IRS-compliant

Starting your exchange with Exchange Connect ensures your transaction meets all IRS requirements from day one. Whether you’re an experienced investor or completing your first exchange, our process is designed to be simple, transparent, and fully compliant.

1

Schedule Your Consultation

We review your transaction, timeline, and goals.

2

Provide Required Documents

Sales contract, title commitment, entity docs.

3

Execute the Exchange

Secure fund handling, property identification, and closing.

Preparation Checklist:

  • Signed sales contract
  • Legal entity documentation
  • Tax ID number
  • Closing agent details
  • Anticipated closing date

Common Mistakes to Avoid:

  • Engaging a QI after closing (too late)
  • Failing to identify qualifying property
  • Missing the 45-day or 180-day deadlines

Example Scenario: A landlord selling a rental duplex contacted us before listing. We prepared documents early, allowing them to close and purchase a fourplex in another state within IRS deadlines.