Start an exchange

Start the exchange before the sale closes.

The exchange agreement and the assignment of the sale contract need to be in place before the property you're selling transfers. If the closing is only days away, call 866-550-1031.

What happens next

  1. We call you to confirm the closing date, the parties and where the replacement search stands.
  2. We send the exchange documents to you, and closing instructions to your escrow or title officer.
  3. After the sale closes, we hold the proceeds and track day 45 and the end of the exchange period with you, until the replacement property closes.

We don't give tax or legal advice. Your CPA or attorney should confirm that an exchange suits your situation.

Tell us about the sale

We call to confirm the dates and the parties, then send the exchange documents. Nothing is committed until you sign the exchange agreement.

Thank you. We have your details and will call you. If the sale closes within the next few days, please also call 866-550-1031 now.

Something went wrong and your message was not sent. Please call 866-550-1031.