Get Started with a 1031 Exchange Today

To begin your exchange, please fill out the following form. Please provide as much detail as possible, to help streamline the process. One of our Exchange Specialists will contact you immediately to complete the exchange process and gather additional information.

Personal Information
Name of Exchanger(s) *



Address *

City *	ST *	Zip

Phone *	Cell Phone	Fax

Email Address

*required field
Relinquished Property Information
Property Address

City	ST	Zip

Vesting (how you hold title)



Property Type	Use	Property owned for how long

Sales Price	Current Debt	Ownership Percentage

Is your property currently in contract?		Yes No
Have you personally received an earnest money deposit from buyer?		Yes No
Do you plan on taking any boot from the proceeds?		Yes No

Escrow Information
Escrow Company	Escrow Officer

Phone Number	Fax Number

Escrow Number	Estimated Close Date

Do you have a Preliminary Title Report?		Yes No

Additional Information
Is there a seller carry note or other financing involved?		Yes No
Have you formed a living trust since purchasing the property?		Yes No
Is the buyer of the property related to you or your business entity?		Yes No
Is there significant personal property included in this sale?		Yes No
Have you identified replacement property?		Yes No
Do you have a Real Estate Agent/Broker?		Yes No
Do you need assistance identifying replacement property?		Yes No

7200 Redwood Blvd. | Ste. 403 | Novato, CA 94945 | (415) 897-5678

Get Started with a 1031 Exchange Today

Personal Information

Relinquished Property Information

Escrow Information

Additional Information