The 1031 Exchange Process — Made Simple.
Step-by-Step Overview:
1. Initial Consultation
We determine your eligibility, goals, and timeline.
2. Strategy & Exchange Setup
We build a compliant strategy—including identification method, replacement options, and IRS structure.
3. Close on Relinquished Property
Once your property sells, exchange proceeds are transferred to a Qualified Intermediary.
4. Identify Eligible Replacement Property (45 Days)
You identify one or more potential replacement properties using IRS-approved methods.
5. Acquire Replacement Property (180 Days)
We help coordinate closing—working with escrow, brokers, lenders, attorneys, and title.
6. Final Compliance Review & Reporting
We provide closing documentation and support your CPA for IRS filings (Form 8824, etc.)
Why Stonehouse Exchange Services?
Choosing the right 1031 exchange advisor is not just about paperwork—it's about preserving wealth, protecting compliance, and avoiding costly mistakes. At Stonehouse, we take a broker-driven, advisory-focused approach to ensure your exchange isn’t just completed—it’s optimized.
Contact us
Whether you're exploring investment options or ready to launch a 1031 exchange, we're here to guide you through each step with clarity, confidence, and precision.