Multifamily
Dallas Multifamily Replacement Identification
Target stabilized and value-add multifamily communities aligned with IRS timelines and local yield expectations.
Services
1031 Exchange Services
Redeploy capital with confidence. Our 57 service tracks cover replacement property discovery, underwriting, financing, and compliance. We help Dallas investors find replacement properties in all 50 states. Filter by timeline or asset type to find the program that fits your exchange.
Industrial
Dallas Industrial Logistics Exchange Targeting
Secure last mile warehouses, cross-dock, and bulk distribution assets that match logistics growth across North Texas.
Retail
Dallas Retail NNN Replacement Search
Identify credit backed single tenant and shadow anchored retail assets aligned with 1031 income goals.
Medical Office
Dallas Medical Office 1031 Matching
Coordinate identification of medical office buildings with compliant leases, Stark safe harbor review, and operational stability.
Self Storage
Dallas Self Storage Portfolio Refresh
Source stabilized and expansion ready self storage facilities with occupancy analytics tailored to investor targets.
Flex
Dallas Flex and Light Manufacturing Exchange
Blend office and production space requirements for light manufacturing, creative lab, and tech flex replacements.
Hospitality
Dallas Hospitality Repositioning Exchange
Target hospitality assets in demand corridors with repositioning strategies aligned to exchange proceeds.
Land
Dallas Land Assemblage 1031 Plan
Assemble entitled and raw land tracts near growth corridors with entitlement diligence baked into exchange pacing.
Mixed Use
Dallas Mixed-Use Redevelopment Sourcing
Blend residential, retail, and office components with risk controls that satisfy exchange requirements.
Exchange Strategy
Dallas Reverse Exchange Control
Structure reverse exchanges with exchange accommodation titleholder (EAT) oversight and lender coordination.
Exchange Strategy
Dallas Improvement Exchange and Build-to-Suit
Execute improvement exchanges with construction milestones monitored for IRS compliance.
Exchange Strategy
Dallas 200 Percent Identification Modeling
Design diversified identification lists with value weighting and compliance scoring under the 200 percent rule.
Exchange Strategy
Dallas Three Property Identification Lists
Engineer three property lists with ranked backups, diligence status, and QI ready memorandums.
Exchange Strategy
Dallas DST Placement Advisory
Guide Delaware Statutory Trust allocations that complement direct replacement assets and timeline demands.
Timeline
Dallas 45 and 180 Day Timeline Control
Command every deadline with automated reminders, escrow coordination, and compliance documentation.
Underwriting
Dallas Underwriting and Rent Roll Review
Validate income statements, rent rolls, and trailing twelve data before you lock identification lists.
Financing
Dallas Lender Preflight Coordination
Align lenders early with debt sizing, term sheets, and closing deliverables tailored to exchange timelines.
Portfolio Strategy
Dallas Portfolio Sequencing Exchange
Stagger multiple sales and acquisitions with synchronized identification strategies and capital deployment.
Corporate
Dallas Sale-Leaseback 1031 Support
Structure sale-leaseback replacements with credit review, lease negotiation, and timeline discipline.
Development
Dallas Build-to-Suit Pipeline Management
Oversee build-to-suit development pipelines that align with exchange capital deployment schedules.
Development
Dallas Infill Development Parcel Scouting
Locate infill parcels near transit, employment hubs, and growth corridors suited for redevelopment exchanges.
Analytics
Dallas 1031 Market Comp Dashboards
Deliver live market comparables, cap rate trends, and absorption metrics for smarter exchange decisions.
Land
Dallas Ranch and Acreage Exchange
Transition into large acreage, ranch, and recreational tracts with agricultural diligence and water rights review.
Compliance
Dallas Like-Kind Audit and Risk Review
Evaluate like-kind compliance, related party exposure, and documentation gaps before audits arise.
Timeline
Dallas 1031 Deadline Fast Track
Rapid response service for investors inside the final ten days of identification or funding deadlines.
Guides
The Forty Five Day Identification Period
A plain language explainer of the forty five day identification window that governs every like kind exchange under Section 1031.
Guides
The One Hundred Eighty Day Exchange Deadline
An educational explainer of the one hundred eighty day deadline that governs when a like kind exchange must close under Section 1031.
Guides
What Is Boot in a 1031 Exchange
A general explainer of boot, the non like kind value that can create a taxable gain inside an otherwise deferred exchange.
Guides
The Qualified Intermediary Role
A general explainer of what a qualified intermediary does and why the role exists under the Section 1031 safe harbor.
Guides
Like Kind Property Explained
A general explainer of the like kind standard for real property exchanges under Section 1031 after the Tax Cuts and Jobs Act.
Guides
Reverse 1031 Exchange Explained
A general explainer of how a reverse exchange lets an investor acquire replacement property before the relinquished property sells.
Guides
Improvement and Build to Suit Exchange Explained
A general explainer of how improvement exchanges let investors direct exchange proceeds toward construction on replacement property.
Guides
Related Party 1031 Exchange Rules
A general explainer of the Section 1031(f) related party rules and the two year holding requirement that follows a related party exchange.
Tax Guides
Capital Gains On Rental Property Explained
A general explainer of how federal capital gains tax applies to the sale of rental property and how a 1031 exchange can defer it.
Tax Guides
Capital Gains On Investment Property Explained
A general overview of how federal capital gains tax applies to the sale of commercial and investment real estate, and how deferral strategies work.
Tax Guides
Home Sale Capital Gains Explained
A general explainer of how capital gains tax applies to the sale of a primary residence and why a 1031 exchange generally does not apply.
Tax Guides
Second Home Capital Gains Tax Explained
A general explainer of how capital gains tax applies to a second or vacation home, and the safe harbor that allows some second homes to qualify for a 1031 exchange.
Tax Guides
Inherited Property Capital Gains Explained
A general explainer of how the stepped up basis rule affects capital gains on inherited property, and how heirs can plan ahead with a future 1031 exchange.
Tax Guides
Depreciation Recapture Explained
A general explainer of unrecaptured Section 1250 depreciation recapture on real estate sales, and how a 1031 exchange defers it.
Tax Guides
Section 121 Exclusion Explained
A general explainer of the Section 121 home sale exclusion, the ownership and use test, and how it can combine with a 1031 exchange for mixed use property.
Tax Guides
How To Reduce Capital Gains Tax On Real Estate
A general roundup of legitimate strategies real estate owners use to reduce or defer capital gains tax, including 1031 exchanges, installment sales, and Section 121.
Investing Guides
How To Invest In Real Estate
A general overview of the main ways investors put capital into real estate, and which of those paths remain eligible for 1031 exchange deferral.
Investing Guides
Passive Real Estate Income Explained
A general explainer of how investors pursue passive real estate income through net lease property and DST or TIC interests, and how those paths relate to 1031 exchanges.
Investing Guides
Real Estate Syndication Explained
A general explainer of how real estate syndications are structured as pooled equity, and why syndication interests generally do not qualify for 1031 exchange treatment.
Investing Guides
Fractional Real Estate Investing Explained
A general explainer of tenancy in common fractional ownership, how it differs from syndication and crowdfunding equity, and how it relates to 1031 exchanges.
Investing Guides
Real Estate Crowdfunding Explained
A general explainer of how real estate crowdfunding platforms are structured, and why most crowdfunding interests generally do not qualify for 1031 exchange treatment.
Investing Guides
Commercial Real Estate Investing Explained
A general overview of commercial real estate asset classes, underwriting basics, and how 1031 exchanges fit into a commercial investment strategy.
Investing Guides
Building Real Estate Cash Flow Explained
A general explainer of how investors evaluate and build cash flow from real estate holdings, and how a 1031 exchange can help reposition toward stronger cash flow.
Investing Guides
Is A Rental A Good Investment
A general overview of the factors that determine whether a rental property is a sound investment, and how 1031 exchange flexibility fits into the decision.
Asset Class Guides
Triple Net Lease NNN Investing Explained
A general explainer of triple net lease investing, why the structure appeals to passive investors, and how NNN property fits into a 1031 exchange strategy.
Asset Class Guides
What Is An NNN Lease
A general explainer of how a triple net lease differs from gross and modified gross leases, and what landlords and tenants each pay for under the structure.
Asset Class Guides
Self Storage Investing Explained
A general explainer of self storage as an investment asset class, its operating characteristics, and how self storage fits into a 1031 exchange strategy.
Asset Class Guides
Multifamily Investing Explained
A general explainer of multifamily real estate as an investment asset class, common property types, and how multifamily fits into a 1031 exchange strategy.
Asset Class Guides
Apartment Building Investing Explained
A general explainer of apartment building investing, key operating and financing considerations, and how apartment property fits into a 1031 exchange.
Asset Class Guides
Mobile Home Park Investing Explained
A general explainer of manufactured housing community investing, key operating characteristics, and how mobile home parks fit into a 1031 exchange strategy.
Asset Class Guides
Industrial Real Estate Investing Explained
A general explainer of industrial real estate as an investment asset class, including warehouse, distribution, and flex property, and how it fits into a 1031 exchange.
Asset Class Guides
Medical Office Investing Explained
A general explainer of medical office real estate as an investment asset class, its tenant and lease characteristics, and how it fits into a 1031 exchange strategy.
1031 Timeline
45 Day and 180 Day Deadline Calculator
Select your relinquished property closing date to see identification and final funding deadlines in Central Time (America/Chicago).
45 Day Identification
Sunday, September 20, 2026
Midnight local time (7:00 PM) in America/Chicago.
180 Day Closing
Tuesday, February 2, 2027
The due date of the tax return or 180 days, whichever is earlier.
This closing date is in the past. Adjust the date to calculate current exchange deadlines.
Milestone Tracker
Sale to Close Timeline Overview
Keep every stakeholder aligned from Day 0 through Day 180 with milestone reminders that reflect Dallas market pacing.
- Day 0
Close Relinquished Property
Confirm net proceeds wired to the Qualified Intermediary. Collect final settlement statement for Form 8824 records.
- Day 1 - 15
Launch Replacement Search
Engage brokers, advisors, and lenders to source compliant assets across Dallas, TX. Request due diligence documents immediately.
- Day 16 - 30
Underwrite and Tour Candidates
Complete physical tours, rent roll audits, and financing conversations. Narrow the list to high certainty targets.
- Day 31 - 45
Submit Identification
Deliver Three Property or 200 Percent identification letter to the Qualified Intermediary before midnight local time.
- Day 46 - 90
Finalize Diligence and Financing
Order third party reports, negotiate purchase agreements, and secure credit committee approvals to protect closing timelines.
- Day 91 - 180
Close Replacement Property
Coordinate final walkthroughs, funding, and statement of adjustments. Ensure the Qualified Intermediary wires funds directly to the closing table.
Identification Paths
Plain-English 45 Day Identification Rules
Stay inside IRS guidance by choosing the strategy that matches your replacement property mix.
- Three Property Rule
- Identify up to three properties of any value. This rule fits precise, high-certainty acquisitions. You can close on one, two, or all three as long as you finish within 180 days.
- 200 Percent Rule
- Identify more than three properties as long as the combined fair market value stays within 200 percent of what you sold. This strategy suits portfolio trades and backup planning.
- 95 Percent Rule
- Identify any number of properties of any value, but you must acquire at least 95 percent of the total value identified. Use this when you have a larger list and expect to close almost everything.
Always coordinate with your tax advisor and Qualified Intermediary when selecting a rule. IRS Form 8824 instructions explain the filing requirements.
Identification Letter
Draft a 45 Day Identification Notice
Fill in the fields below to generate a compliant identification letter with placeholders ready for signature and delivery to your Qualified Intermediary.
Preview
[Identification Date] [Qualified Intermediary Name] Attn: Exchange Officer Re: 45 Day Identification Notice Taxpayer: [Taxpayer Entity] Relinquished Property: [Relinquished Property Address] In accordance with Treasury Regulation §1.1031(k)-1(c), we hereby identify the following potential replacement property or properties: - [Describe replacement property] We acknowledge that the acquisition of any identified property must be completed within 180 days of the relinquished property transfer or the due date of the federal income tax return, whichever is earlier. Sincerely, [Taxpayer Entity]
Need a curated replacement list?
Tell us what you are selling and we will prepare a Three Property or 200 Percent identification package built for your timeline.