1031.Exchange INTELLIGENCE NETWORK
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CHECKLIST

1031 Exchange Due-Diligence Checklist

A professional handoff checklist covering the property, entity, dates, financing, advisors and replacement criteria.

Before the relinquished closing

  • Confirm legal owner and signing authority.
  • Share contracts and estimated closing statements with the QI and advisors.
  • Collect basis and depreciation records for the tax professional.
  • Model expected proceeds and financing needs.
  • Define replacement-property geography, asset type and return criteria.
  • Identify backup acquisition options.

Before replacement closing

  • Confirm identification status and deadlines.
  • Complete property, title, environmental and financing diligence.
  • Confirm vesting/entity consistency with advisors.
  • Deliver QI and closing instructions early.
  • Preserve the final closing package for Form 8824 reporting.
Primary / reference sources

RELATED INTELLIGENCE

Continue the research.

TIMELINE TOOL

1031 Deadline Calculator

Visualize the standard 45-day and 180-day markers from a relinquished-property transfer date, then verify the actual deadline professionally.

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Questions to Ask a Qualified Intermediary

A structured interview guide for evaluating an intermediary’s experience, controls, funds handling and service model.

Open guide →UNDERWRITING TOOL

Replacement Property Worksheet

A criteria framework for comparing replacement properties without allowing the exchange deadline to dominate investment judgment.

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NEXT STEP

Turn research into a cleaner professional handoff.

Use the national platform to understand the framework, then connect the transaction to the appropriate QI, CPA, attorney, broker, lender or licensed securities professional.

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