How to Open a 1031 Exchange

/How to Open a 1031 Exchange
How to Open a 1031 Exchange2019-01-22T14:29:07+00:00
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INVESTORS HAVE SEVERAL OPTIONS WITH ASSET PRESERVATION, INC.

  1. Online – Go to the Asset Preservation, Inc. (API) website at apiexchange.com. Click on “Open  An Exchange” along the top of the page. Complete as much information as possible and submit with a click of a button.
  2. Email or Fax – Use the attached Order Form and email to info@apiexchange.com or fax to 916-749-1270.
  3. Call Toll-Free – Call 800-282-1031 with the following information, and we will set up the §1031 Exchange with you.  We would like to have the following information:

Sale of Relinquished Property:

  • Seller (Exchanger) Information: Name(s), mailing address, phone number and email address.
  • Closing Agent, Escrow Officer or Closing Attorney Information: Name, company, address, phone number, fax number, email address and escrow or file number.
  • Estimated closing date.
  • Buyer(s) names.
  • Property Information: Address, city, state, and county.
  • Sale Information: Sale price, estimated mortgage payoff (if any), amount of seller financing (if any).
  • Real Estate Agent’s Information: Name, company, phone number.

Purchase of Replacement Property (if available):

  • Closing Agent, Escrow Officer or Closing Attorney Information: Name, company, address, phone number, fax number, email address and escrow or file number.
  • Estimated closing date.
  • Seller(s) names.
  • Property Information: Address, city, state, and county.
  • Purchase price.
  • Real Estate Agent’s Information: Name, company & phone number.
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VACATION HOME EXCHANGE HANDBOOK

In response to increased activity in many vacation markets, Asset Preservation has created a brand-new Vacation Home Handbook that covers many tax issues related to the ownership and sale of a vacation or second home. This brochure is very comprehensive, contains hyperlinks to key tax code sections and provides useful guidance to property owners, real estate professionals, closers, attorneys and CPAs in resort communities and vacation home marketplaces throughout the United States.

DOWNLOAD THE VACATION HOME HANDBOOK