A properly structured §1031 exchange may allow eligible investors to defer recognition of gain by exchanging real property held for investment or business use for like-kind real property.
1031 exchange
Title coordination for tax-deferred exchange transactions.
Keystone supports the title and closing details around 1031 exchange transactions while tax advisors and qualified intermediaries handle exchange strategy and compliance.
1031 exchanges are timing-sensitive. Title needs to understand the exchange path early.
Tax advice belongs with tax counsel and the qualified intermediary. Keystone supports the title and closing coordination around the exchange transaction.
Investor, tax advisor, qualified intermediary, title company, lender, agents, attorneys, buyer, and seller.
Deadlines, identification rules, exchange documents, settlement statement treatment, proceeds handling, and replacement-property coordination.
Coordinate title and closing requirements so the sale and purchase sides do not fight the exchange structure.
Do not wait until closing week to mention the exchange.
Tell the title team early if a file involves a 1031 exchange. Keystone can coordinate with the qualified intermediary and transaction parties before documents and proceeds handling become urgent.
