Services

1031 Exchange Services for Dallas Investors

Redeploy capital with confidence. Our 25 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.

Multifamily

Dallas Multifamily Replacement Identification

Target stabilized and value-add multifamily communities aligned with IRS timelines and local yield expectations.

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.

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

    Tuesday, December 23, 2025

    Midnight local time (6:00 PM) in America/Chicago.

  • 180 Day Closing

    Thursday, May 7, 2026

    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.

  1. Day 0

    Close Relinquished Property

    Confirm net proceeds wired to the Qualified Intermediary. Collect final settlement statement for Form 8824 records.

  2. Day 1 - 15

    Launch Replacement Search

    Engage brokers, advisors, and lenders to source compliant assets across Dallas, TX. Request due diligence documents immediately.

  3. Day 16 - 30

    Underwrite and Tour Candidates

    Complete physical tours, rent roll audits, and financing conversations. Narrow the list to high certainty targets.

  4. Day 31 - 45

    Submit Identification

    Deliver Three Property or 200 Percent identification letter to the Qualified Intermediary before midnight local time.

  5. Day 46 - 90

    Finalize Diligence and Financing

    Order third party reports, negotiate purchase agreements, and secure credit committee approvals to protect closing timelines.

  6. 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.

Call 214-225-6826