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1031 Exchange Services

Marin 1031, LLC is a highly experienced 1031 exchange advisor. Our principals and exchange advisors are attorneys that have successfully guided clients through BILLIONS of dollars of 1031 Exchange Transactions. 

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Whatever your 1031 needs are, we can help!

We lead you through the following steps to successfully complete your exchange:

  1. Exchange Strategy & Planning 

    1. Understand the specific objectives of your 1031 exchange, and formulate a specific strategy and plan to realize those objectives.

  2. Exchange Processing

    • Agreements Preparing the required exchange agreement between intermediary and exchanger.

    • Assignments We will provide notification of the assignments to all parties and furnish instruction to settlement agents.

    • Escrow Establish qualified escrow account to hold proceeds from relinquished property.

    • Identification Letter Management of 45-day identification notice for replacement property and delivering escrow funds for replacement property settlement.

    • Properties Deeding Arrangements for the direct deeding of the 1031 exchange properties are made and reviewed.

    • Final Accounting We provide a final accounting and remit to you any unused portion of the proceeds.

  3. Exchange Coordination We work with your title company, real estate broker, lender, lawyer, accountant and other consultants to help you successfully complete a 1031 exchange.

Contact

To set up a free consultation, contact us today.

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