Forward Exchange Coordination
Structured project management for investors selling and replacing property in Phoenix, AZ.
Overview
Forward exchange coordination provides structured project management for investors selling and replacing property in Phoenix, AZ. Our team builds a clear roadmap from listing through replacement closing, coordinating with listing agents, escrow officers, and qualified intermediaries so every disclosure, wire, and signature aligns with IRS rules.
We track the forty five day identification window and one hundred eighty day completion deadline, ensuring Phoenix investors maintain compliance throughout the exchange process. The coordination includes pre listing consultation, calendar driven milestone tracking, and document checklists tuned to Maricopa County recording procedures.
Highlights
- Pre-listing consultation to align sale contracts with exchange requirements.
- Calendar driven tracking of the 45 day identification and 180 day completion windows.
- Document checklists tuned to Maricopa County recording procedures.
What's Included
- Pre listing consultation to align sale contracts with exchange requirements
- Calendar driven tracking of the forty five day identification and one hundred eighty day completion windows
- Document checklists tuned to Maricopa County recording procedures
- Weekly summary email outlining outstanding items for the Phoenix transaction
- Qualified intermediary coordination and communication
- Escrow and title company coordination
- Identification template preparation covering three property and two hundred percent strategies
- Milestone brief detailing tasks, ownership, and current status
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Arizona income tax on qualifying real property. It does not remove state or county transfer taxes.
Frequently Asked Questions
When should a forward exchange plan start in Phoenix, AZ?
Planning should begin before the sale contract is executed in Phoenix, AZ so earnest money instructions and intermediary agreements are ready once the forty five day clock starts. Early coordination prevents delays and ensures all parties understand exchange requirements.
How do you track the forty five day identification deadline in Phoenix, AZ?
We maintain a calendar driven tracking system that monitors every day of the forty five day identification window for Phoenix, AZ investors. Automated alerts notify the team when identification documents must be submitted to the qualified intermediary.
What identification rules apply to forward exchanges in Phoenix, AZ?
Phoenix, AZ investors can use the three property rule, two hundred percent rule, or ninety five percent rule for identification. We help investors choose the appropriate strategy based on their replacement property objectives and timeline constraints.
What is boot and how is it taxed in Phoenix, AZ?
Boot is any non like kind property or cash received in a Phoenix, AZ exchange. Boot is subject to immediate taxation. We help investors identify boot scenarios and estimate tax impacts before closing.
Do you coordinate with existing advisors in Phoenix, AZ?
Yes. We collaborate with the investor's attorney, CPA, lender, and intermediary to keep every Phoenix, AZ deadline visible to the team. Weekly status briefings ensure all parties stay aligned.
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Discuss your exchange timeline and replacement objectives with our Phoenix team.
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