What is the cost of a 1031 exchange
Apex 1031 Exchange offers some of the Lowest Fees in the industry. View a full breakdown of our pricing below.
We proudly offer competitive pricing with industry leading services
An accommodation plan for everyone
Standard Exchange
$1,195
Bundle Services and Save Up To $900
Get Started- Most popular plan
- Sell first, and buy second, with a Standard 1031 Exchange
Reverse Exchange
$5,995
Bundle Services and Save Up To $3,500
Get Started- Buy first, and sell second, in a Reverse 1031 Exchange.
Improvement Exchange
$5,995
Bundle Services and Save Up To $3,500
Get Started- Improve the property you purchase with exchange funds in an Improvement 1031 Exchange
Additional Fees
$200
Additional Property Fee
Charged after the first purchase on each additional purchase
$150
Rush Fee
Only charged when less than one days notice provided for the request for funds
Save $100 to $500 when
registering for your exchange now
The timeline to a successful 1031 exchange?
1031 exchange rules and regulations can be very complex. To stay on track, please be in constant contact with your specialist. Refer to the steps below to get a better understanding of the 1031 exchange process. Schedule a consultation with our specialists today so we can help navigate your exchange!
Step 1: Set Up Your Exchange with Apex 1031
You must set up your exchange prior to closing on the sale of your property.
Step 2: Your Documents Will Be Available Immediately
Your documents will be available and automatically sent to your closing agent.
Step 3: Sign The Exchange Documents
Sign your exchange documents and return via fax (858-322-1777) or email ([email protected]). 1031 Exchange Advantage is assigned as the seller required by the IRS. Once the closing occurs, the funds will be sent to your account. It will require your signature for the bank to move the funds. You will receive an account ledger from us.
Step 4: Close On Your Property Sale
Once your exchange has been set up, you’re all set to close on your sale!
Step 5: Acquire a Pre-Qualification Letter
Our specialists can help you organize your thoughts and point you in the right direction. We will also advise you on how to get a Pre-Qualification letter from a bank. This letter will help your seller be more inclined to work with you.
Step 6: The Countdown Begins
Start the search for your replacement properties. You have 45 days to review and identify your replacement properties. Your countdown begins now!
Step 7: Consider Improving Your Property
You may want to purchase something that requires repairs. You can use money from your exchange account to fix it up. The improvements you make on the property will be counted toward the amount you spend. This can help you breakeven on the sales price of what you sold an IRS rule to save all taxes!
Step 8: Show Us Your Replacement Properties
You will send us a letter identifying the properties you are considering purchasing. This letter will be with your exchange package; we recommend calling us to review your options.
Step 9: Request Funds
Visit the ‘Complete My Exchange’ page and tell us who your closing agent is when you are ready to request funds for a deposit or close on your property. The closing agent will receive the papers needed to get the funds and close your exchange properties. We will need to receive the request 3 days prior to your close.
Step 10: Request an Exchange Ledger
Ask us for an Exchange Ledger to provide your accountant. They will need to report the exchange on our income taxes using form 8824.
Step 11: Congrats! You Can Celebrate Now!
Once all the exchange requirements have been met, you can celebrate that you’ve successfully sold your real- estate tax-free! We can’t wait to help you do it again!
See how far your profits can grow
Visit the ‘Plan Ahead’ section to see how your potential earnings can be invested in various ways to ensure maximum return.
