Secure intake workflow
Client data enters through encrypted forms and document vaults. We never email wire instructions or sensitive data without multi-factor verification.
About
Purpose-built support for Dallas 1031 exchanges
1031 Exchange Dallas operates as a secure project desk for Dallas investors, developers, and advisors completing tax-deferred exchanges. We help Dallas investors find replacement properties in all 50 states. We choreograph every step between property sale, replacement sourcing, and closing so deadlines stay on track and documentation remains audit ready.
Exchange-aligned property matching
We source and score replacement assets nationwide based on timeline certainty, like-kind eligibility, and underwriting benchmarks. We help Dallas investors find properties in all 50 states.
Qualified Intermediary coordination
Our team stays in sync with your chosen Qualified Intermediary, attorneys, CPAs, and lenders from contract execution through funding.
Compliance-first documentation
Every identification letter, inspection report, and closing statement is catalogued for Form 8824 support and future audit readiness.
How engagements run
Secure intake
Share transaction goals, proceeds estimates, and advisor roster through our encrypted portal. We set up calendar alerts for every milestone on day one.
Property matching
We present short lists that blend on-market, off-market, and DST positions, each scored for closing certainty, returns, and compliance with Dallas timelines.
Execution and reporting
We run weekly status calls, maintain shared task trackers, and log every document for your Qualified Intermediary, lender, and tax advisor.
Our commitments
- We are not a Qualified Intermediary, law firm, broker, or CPA. Our role is advisory and operational.
- We never custody exchange proceeds. Funds remain with your Qualified Intermediary at all times.
- We work with licensed professionals and lenders who understand Dallas, TX regulatory deadlines and local market nuance.
- We provide transparent status reports so investors and advisors track 45 and 180 day milestones together.
Build your exchange plan
Outline your relinquished property, target asset type, and desired debt structure. We will verify deadlines, loop in your advisors, and present an identification roadmap.