Exchange Complexity Scorer

Understand the complexity of your 1031 exchange and get personalized team recommendations.

Answer 7 questions to understand the complexity of your 1031 exchange and get personalized recommendations.

1. What types of properties are involved in your exchange?*

Property type affects appraisal requirements, financing options, and due diligence complexity.

2. How many properties are involved?*

Multiple properties add coordination challenges, timing complexity, and identification requirements.

3. What's your timeline situation?*

Reverse and improvement exchanges require special structuring and additional professional fees.

4. How are the properties owned?*

The 'same taxpayer' rule requires matching entity structures. Partnerships and corporations add complexity.

5. Where are the properties located?*

Multi-state exchanges may involve different tax laws, closing procedures, and professional coordination.

6. Are any related parties involved?*

Related party exchanges face IRS scrutiny and must meet strict two-year holding requirements.

7. Select any that apply to your situation:*

Special circumstances often require additional professional expertise and structuring.

Cash or simple financingconventional loan or all-cash

Complex financingseller financing, multiple loans, creative structures

Vacation home conversionconverting personal use to investment

Partial exchangetaking some cash boot intentionally

Tenant-in-common (TIC) interestbuying/selling fractional interests

DST (Delaware Statutory Trust) exchangeinvesting in DST

Construction or improvementbuilding on or improving property during exchange

Please answer all questions to see your results

Get matched with qualified 1031 exchange professionals who can help navigate your exchange complexity.