Service
Forward Exchange Structuring
Document qualified forward exchanges with escrow setup, assignment agreements, and replacement property due diligence.
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Philadelphia Property Identification Experts
FIND YOUR PERFECT 1031 EXCHANGE REPLACEMENT PROPERTIES
We identify the best replacement properties for your 1031 exchange across Philadelphia and Pennsylvania. Our team scours active and off-market listings, evaluates property fundamentals, and delivers compliant identification lists within your 45-day deadline.
Whether relocating your investment portfolio, acquiring a secondary property, or planning an in-state repositioning, 1031 Exchange Philadelphia is the top choice for investors and advisors who seek high quality representation and optimal results.
We bring a wealth of knowledge of the Philadelphia market, strength in negotiation, and wisdom and persistence in working through any challenges encountered along the way.
Our reputation in the Philadelphia area real estate market is unsurpassed. Clients appreciate our savvy communication and problem-solving skills as well as our keen ability to negotiate smart deals.
Investors, attorneys, and CPAs rely on our expert property identification services to find the best replacement properties within the 45-day deadline. We analyze market data, evaluate property fundamentals, and deliver compliant identification lists that meet IRS requirements.
Learn MoreLocal Compliance Expertise
Deep understanding of Pennsylvania transfer and recording taxes keeps your exchange documentation accurate at both the state and county levels.
IRS-Aligned Process
Every exchange follows Treasury safe harbors, including written identification lists, escrow segregation, and Form 8824 reconciliation.
Comprehensive Property Identification
We identify replacement properties across Philadelphia and nationwide, evaluating market fundamentals, financing readiness, and compliance with IRS exchange rules.
Attorney and CPA Coordination
Philadelphia real estate attorneys and tax advisors available for document review, risk briefings, and closing support.
Deadline Discipline
Integrated tracking for the 45 day identification milestone and the 180 day closing requirement keeps every stakeholder aligned.
The Exchange Process
HOW THE 1031 EXCHANGE PROCESS WORKS
Each Philadelphia exchange follows a disciplined three-stage sequence. We focus on the critical 45-day identification window, helping you find and evaluate replacement properties that meet IRS requirements and your investment goals.
Step 01
Sell the Relinquished Property
Once your property sale closes, the 45-day identification clock starts. We immediately begin scouting replacement properties that match your investment criteria.
Step 02
Identify Replacements Within 45 Days
We analyze active and off-market listings, evaluate property fundamentals, and deliver a compliant identification list with addresses, contract amounts, and exchange percentages.
Step 03
Close Within 180 Days
Complete due diligence, secure financing, and close on the replacements before the federal deadline.
Learn more in IRS Form 8824 and the Like-Kind Property guidance. See Rev. Proc. 2008-16 for vacation home safe harbor.
Our Services
EXCHANGE SERVICES
Tailored engagements for institutional advisors, family offices, and private investors seeking disciplined Section 1031 execution.
Service
Reverse Exchange Coordination
Coordinate reverse exchanges with exchange accommodation titleholders, financing review, and IRS safe harbor compliance.
Service
Improvement Exchange Planning
Manage construction escrow controls and cost certifications for improvement or build-to-suit exchange strategies.
Service
Delaware Statutory Trust Reviews
Evaluate DST offerings for suitability, sponsor strength, and alignment with reinvestment objectives.
Investment Categories
ELIGIBLE PROPERTY TYPES
Evaluate reinvestment options with due diligence checklists, cash flow modeling, and closing coordination tailored to each asset class.
Service Areas
PHILADELPHIA COMMUNITY GUIDES
Our team manages compliant 1031 exchanges for investors throughout Philadelphia, Bucks, Montgomery, Chester, Delaware, and statewide. We also support multi-state exchanges requiring Pennsylvania legal review.
Resources
EXCHANGE TOOLS
Free calculators and tools to help you plan and execute compliant 1031 exchanges in Philadelphia, PA.
Boot Calculator
Calculate boot received during an exchange including cash boot, mortgage boot, and estimated tax implications.
Exchange Cost Estimator
Estimate total costs for a 1031 exchange including property identification fees, escrow costs, title insurance, and recording fees.
Identification Rules Checker
Validate your replacement property identification against IRS rules including three-property, 200%, and 95% rules.
Common Questions
FREQUENTLY ASKED QUESTIONS
What are the 45 and 180 day rules?
The IRS requires that replacement properties be identified in writing within 45 calendar days of closing on the relinquished property and that at least one replacement closes within 180 calendar days. Both deadlines run concurrently and cannot be extended except for federally declared disaster relief.
What qualifies as like-kind property?
Like-kind property includes real property held for investment or productive use in a trade or business. Pennsylvania investors may exchange residential rentals, commercial assets, industrial holdings, raw land, and long-term leasehold interests, provided the replacement is also held for investment or business use.
How is boot taxed in Pennsylvania?
Cash or debt relief received during an exchange is treated as boot and is subject to federal and Pennsylvania income tax in the year of the disposition. Boot does not qualify for deferral and should be addressed with a CPA before closing.
How do state and city transfer taxes apply?
Pennsylvania and Philadelphia transfer taxes continue to apply to conveyances inside an exchange. Proper tax stamping and payment at closing are required, and the amounts cannot be deferred through Section 1031.
Can I complete a reverse exchange?
Reverse exchanges are permitted when an exchange accommodation titleholder acquires the replacement property first, followed by the sale of the relinquished asset within 180 days. Documentation must meet Revenue Procedure 2000-37 standards.
How is the exchange reported on Form 8824?
Form 8824 documents the relinquished and replacement properties, adjusted basis, realized gain, deferred gain, and any boot received. It must be filed with the federal return for the tax year that includes the relinquished property closing.
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GET PRIVATE EXCLUSIVE LISTINGS DELIVERED TO YOUR INBOX
Gain insider access to exclusive investment properties and bypass the competitive mainstream market. Connect with our team to learn more about how to uncover these hidden opportunities.
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WORK WITH US
Our reputation in the Philadelphia area real estate market is unsurpassed. Clients appreciate our savvy communication and problem-solving skills as well as our keen ability to negotiate smart deals.
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