1031 Exchanges

We assist in numerous IRS 1031 Tax Deferred Exchanges each year and get great satisfaction in helping our clients achieve their investment goals by finding new assets once they have sold their current asset.



Voit Private Client Group

1031 Exchange Timeline

01

Owner(Exchanger) decides to sell investment property & notifies a qualified intermediary(aka QI or Accommodator) of exchange prior to the close of the sale.

02

Proceeds from sale are transferred to qualified intermediary.

03

Exchanger identifies Replacement Property(ies) within 45 days of sale and notifies QI.

04

Funds are transferred to seller of replacement property(ies). Exchanger has 180 days to close of new Property(ies).

Sale Date

45 day period to identify replacement property(ies).

Day 0

Must Identify By

Day 45

Must Close By

Exchange must close on replacement property(ies) within 180 days of the closing of the property that was sold.

Day 180

SAN DIEGO

4180 La Jolla Village Drive, Suite 100,
La Jolla, CA 92037
(858) 453-0505
(858) 408-3976

INLAND EMPIRE

3280 East Guasti Road, Suite 100
Ontario, CA 91761
(909) 545-8000
(909) 354-3253

LOS ANGELES

1025 W. 190th Street, Suite 350
Gardena, CA 90248
(424) 329-7500
(424) 233-0736

ANAHEIM

2400 East Katella Avenue, Suite 750
Anaheim, CA 92806
(714) 978-7880
(714) 978-9431

IRVINE

2020 Main Street, Suite 100
Irvine, CA 92614
(949) 851-5100
(949) 261-9092

CARLSBAD

5800 Armada Drive, Suite 350,
Carlsbad, CA 92008
(760) 472-5620
(858) 408-3976