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Start a 1031 Exchange Review

Send the sale timing, property type, target replacement path, and questions already raised by your advisor team. We will respond with the next coordination steps.

Start Here

Tell us about the exchange.

Send the sale timing, property type, target replacement path, and questions already raised by your advisor team. We will respond with the next coordination steps.

Exchange Timeline

Bring the dates. Leave with clearer next steps.

Tell us where the sale stands, when the exchange clock may start, and which Long Island markets or property types are under consideration.

Exchange Review

Exchange Services

A focused first review keeps the sale timing, identification strategy, replacement criteria, and advisor handoffs in the same conversation.

What to Share

A useful first exchange conversation.

The most useful starting points are the relinquished-property status, expected closing date, replacement-property criteria, financing needs, and open tax or legal questions.

The First Review

Four points to organize.

01

Confirm timing

Map the potential sale, identification, and exchange completion dates.

02

Define criteria

Clarify property type, geography, income, financing, and management preferences.

03

Assign handoffs

Identify the QI, title, lender, tax, legal, and due-diligence touchpoints.

04

Build backups

Keep alternate properties and decision paths visible before the clock gets tight.

Long Island 1031 Exchange

We coordinate exchange planning and replacement-property work; your qualified intermediary, tax advisor, and legal counsel remain responsible for their respective guidance and documents.

(516) 715-5970