
A Step-by-Step Guide to Completing Your 1031 Exchange the Right Way
Watch the video to complete your 1031 exchange successfully

Selling an investment property is a big move. Done right, a 1031 exchange lets you defer capital gains taxes and grow your portfolio. Done wrong, even one small misstep, and the IRS considers it a taxable distribution. No do-overs.
The rules are strict. The timeline is unforgiving. And most mistakes are completely avoidable.
The moment your escrow officer asks, "Where should we wire your funds?" that's already a red flag. If you touch that money, you've triggered capital gains. Period. You can't unwind it, even if it's a family transaction.
A successful 1031 exchange requires the right people, the right paperwork, and the right sequence of steps, all coordinated before you ever sit down at the closing table.

The exact 5-step process from Day Zero to closing on your replacement property
The 45-day identification rule and how to work it strategically
Why you must engage a Qualified Intermediary before you close (not after)
The addendum language that protects you in your purchase and sale contract
How to coordinate your CPA, escrow officer, broker, and exchange facilitator so nothing falls through the cracks

This Guide Is For You If...
You own a rental or investment property and you're thinking about selling. You've heard of 1031 exchanges but you're not 100% sure how the process works. You want to protect your equity and defer taxes, without making a costly mistake.
No spam. Just straightforward guidance from a commercial real estate broker who's seen what happens
when investors get this wrong, and how good it looks when they get it right
No spam. Just straightforward guidance from a commercial real estate broker who's seen what happens when investors get this wrong, and how good it looks when they get it right

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