Start with the number.
Tell us about the property and the timeline. The best call happens before the property is listed, when every option is still open — but if the clock has already started, call today.
Pick a time that works
Inside the 45-day identification window? Call (888) 791-1031 rather than booking — what can still be done depends on how many days remain.
(888) 791-1031
Monday to Friday. If you are inside the 45-day identification window, call rather than email — what can still be done depends entirely on how many days remain.
Prefer email?
michael@1031roadmap.com
What to have ready
None of this is required to book a call, but having it to hand makes the first conversation far more useful.
- The purchase date and original purchase price
- Depreciation taken to date, if you know it
- The debt on the property being sold — the mortgage payoff balance, plus any second lien or line of credit that gets retired at closing
- Expected sale price, or the range you are considering
- The entity that holds title — individual, LLC, partnership, trust
- Where you are in the timeline: considering, listed, in escrow, or inside the 45 days
If you have exchanged before and no longer know your basis, say so on the call. It is one of the most common reasons a return is wrong years later.
Where you are in the timeline
The most valuable time to call. Structure, entity and timing are all still changeable.
Still workable. We model the exposure and set the debt and equity targets before you sign.
Call today. What can still be done depends entirely on how many days remain.
Send the details, get a call back
If you would rather not book a time yet, send what you have. Nothing here is required — even three of these fields is enough for us to tell you whether an exchange is worth pursuing. The debt figure matters more than most owners expect: the mortgage paid off at closing is treated as value you received, so it sets the amount of replacement debt you have to carry to defer the full gain.
This is general information only, not tax advice. Consult a qualified tax professional — including an Enrolled Agent — for guidance specific to your situation. Read the full disclaimer.