Our Role
WHAT WE DO
This site is focused on helping you identify potential replacement properties for Section 1031 exchanges. We provide property identification support, market research, and underwriting assistance to help investors find suitable like kind replacement assets.
Secure intake procedures capture project details using encrypted submission channels. Intake questionnaires feed directly into our property matching workflow, where analysts assemble candidate lists and diligence requests that comply with Pennsylvania and federal guidance.
Process
HOW WE COLLABORATE
- •Coordinate with your selected qualified intermediary to track escrow, identification notices, and closing instructions.
- •Align lender underwriting checklists with exchange milestones to prevent last minute delays.
- •Facilitate attorney and CPA review of contracts, estoppels, and tax allocations to maintain compliance.
- •Provide weekly status reports summarizing identification progress, open diligence items, and approaching deadlines.
- •We can help you get in touch with tax professionals and qualified intermediaries, but we are not a Qualified Intermediary ourselves.
Disclaimer
WHAT WE ARE NOT
1031 Exchange Philadelphia is not a Qualified Intermediary, law firm, brokerage, or accounting practice. We do not take custody of client funds or offer legal or tax opinions. This site helps investors identify potential replacement properties for Section 1031 exchanges. We can also help you get in touch with tax professionals and qualified intermediaries, but we are not a Qualified Intermediary. Instead, we coordinate with your trusted professionals to keep transactions organized, documented, and on schedule.