1031 Exchange Players Infographic

Understand who's involved in your 1031 exchange and what each professional does.

A successful 1031 exchange requires coordination among multiple professionals. This interactive infographic shows the key players involved, their roles, and how they work together to ensure your exchange complies with IRS regulations.

Tip: Hover over each professional to see their connections. Click to learn more about their specific role in your exchange.

You

Investor / Exchanger

The property owner executing the exchange

Building Your Exchange Team

Required vs Optional Professionals

A Qualified Intermediary is the only professional legally required for a 1031 exchange. However, most successful exchanges involve a team of specialists to navigate the complexity and ensure compliance.

When to Assemble Your Team

Start building your team before listing your property for sale. Your QI and tax advisor should be involved in planning, while real estate agents and attorneys join as you move toward closing.

Coordination is Critical

These professionals must work together seamlessly. Your QI coordinates with title companies, your attorney reviews contracts, and your CPA ensures tax compliance. Choose experienced professionals who understand 1031 exchanges.

Finding Qualified Professionals

Not all professionals have 1031 exchange experience. Look for specialists who handle exchanges regularly, understand the timeline constraints, and can provide references from past clients.