Comprehensive Exchange Solutions
Every Exchange Type, Expertly Executed
1031 Federal Exchange handles every type of like-kind exchange for real estate investors across the country. As a qualified intermediary led by a licensed attorney, we bring both deep legal and tax knowledge and the escrow services required for a successful exchange.
Whether you're executing a straightforward forward exchange or a complex reverse improvement exchange, our team has the expertise to protect your equity and ensure full IRS compliance.
Call 866-455-7281Which 1031 Exchange Type Is Right for You?
Steve Wolterman compares all four major exchange types — forward, reverse, improvement, and simultaneous — and explains which scenarios call for each approach. Essential viewing before you choose your exchange structure.
Most Common Exchange Type
Forward Exchange
Sell your relinquished property first, then identify and acquire your replacement property within the IRS timelines. We hold your proceeds in a secure exchange account and coordinate with all parties to ensure a compliant, smooth transaction.
Learn MoreAcquire First, Sell Later
Reverse Exchange
Found the perfect replacement property before selling your current one? A reverse exchange allows you to acquire the new property first through an Exchange Accommodation Titleholder (EAT), then sell your relinquished property within 180 days.
Learn MoreBuild Equity While Deferring Taxes
Improvement Exchange
Also called a construction exchange, this allows you to use your exchange proceeds to fund improvements on the replacement property. Ideal for investors who want to upgrade to a higher-value asset or develop raw land.
Learn MoreSame-Day Closing
Simultaneous Exchange
Both the relinquished and replacement properties close on the same day. While rare, simultaneous exchanges require precise coordination between all parties. Our team manages every detail to ensure compliance.
Learn MoreCross-Border Transactions
International Exchange
U.S. investors can exchange domestic properties for other domestic properties only — foreign property is not like-kind. However, we facilitate complex multi-jurisdiction transactions and advise on international investment structures.
Learn MoreAll Property Types Welcome
Investment Property Exchange
Any property held for investment or business use can qualify — residential rentals, commercial buildings, farmland, vacation rentals, and more. We assess your specific property and guide you through the qualification process.
Learn MoreWhy 1031 Federal Exchange
Attorney-Led Qualified Intermediary Services
1031 Federal Exchange is distinguished from most qualified intermediary companies by one critical factor: our principal, Steve Wolterman, is a licensed attorney with decades of experience in real estate law and tax-deferred exchange transactions. This means your exchange is not just processed by an administrative firm — it is overseen by a legal professional who understands the IRS code, the case law, and the practical pitfalls that can derail an exchange.
Under Section 1031 of the Internal Revenue Code, the role of the qualified intermediary is to hold exchange funds, prepare the required exchange agreements, and ensure that all IRS-mandated deadlines and documentation requirements are met. Failure to comply with any of these requirements can result in full recognition of capital gains taxes, penalties, and interest. Our attorney-led approach provides an additional layer of protection that administrative-only QI firms cannot offer.
We serve real estate investors across all 50 states, handling exchanges involving residential rental properties, commercial office buildings, retail centers, industrial warehouses, multifamily apartment complexes, farmland, timberland, and vacant land. No transaction is too large or too complex for our team. We have facilitated exchanges ranging from single-family rental properties to multi-million dollar commercial portfolios.
Our exchange funds are held in separate, segregated escrow accounts at FDIC-insured institutions, providing full protection of your equity throughout the exchange period. We carry errors and omissions insurance and maintain the highest standards of professional conduct. When you work with 1031 Federal Exchange, you can be confident that your funds are secure and your exchange is in expert hands.
Not Sure Which Exchange Type You Need?
Call us for a free consultation. We'll review your situation and recommend the right exchange structure for your goals.
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866-455-7281434 W Loveland Ave. Loveland, OH 45140
Serving clients nationwide