Service
Forward Exchange Structuring
Document qualified forward exchanges with escrow setup, assignment agreements, and replacement property due diligence.
Philadelphia skyline silhouette for 1031 Exchange Philadelphia hero.
Philadelphia Property Identification Experts
Find Your Perfect 1031 Exchange Replacement Properties in Philadelphia.
We identify the best replacement properties for your 1031 exchange across Philadelphia and Pennsylvania. Our team scours active and off-market listings, evaluates property fundamentals, and delivers compliant identification lists within your 45-day deadline.
45 Day identification. 180 Day closing. We help you meet every deadline.
- Property Identification
- 45-Day Deadline
- Market Analysis
Expert property identification. Fast turnaround.
Our team specializes in finding replacement properties that meet IRS requirements and your investment goals. We analyze market data, evaluate property fundamentals, and deliver identification lists that comply with the three-property or 200% rules.
Properties identified
Average 5-8 qualified options within 21 days
Success rate
100% compliance with IRS identification rules
Why Pennsylvania Investors Choose 1031 Exchange Philadelphia.
Investors, attorneys, and CPAs rely on our expert property identification services to find the best replacement properties within the 45-day deadline. We analyze market data, evaluate property fundamentals, and deliver compliant identification lists that meet IRS requirements.
Local Compliance Expertise
Deep understanding of Pennsylvania transfer and recording taxes keeps your exchange documentation accurate at both the state and county levels.
IRS-Aligned Process
Every exchange follows Treasury safe harbors, including written identification lists, escrow segregation, and Form 8824 reconciliation.
Comprehensive Property Identification
We identify replacement properties across Philadelphia and nationwide, evaluating market fundamentals, financing readiness, and compliance with IRS exchange rules.
Attorney and CPA Coordination
Philadelphia real estate attorneys and tax advisors available for document review, risk briefings, and closing support.
Deadline Discipline
Integrated tracking for the 45 day identification milestone and the 180 day closing requirement keeps every stakeholder aligned.
How the 1031 Exchange Process Works.
Each Philadelphia exchange follows a disciplined three-stage sequence. We focus on the critical 45-day identification window, helping you find and evaluate replacement properties that meet IRS requirements and your investment goals.
Step 01
Sell the Relinquished Property
Once your property sale closes, the 45-day identification clock starts. We immediately begin scouting replacement properties that match your investment criteria.
Step 02
Identify Replacements Within 45 Days
We analyze active and off-market listings, evaluate property fundamentals, and deliver a compliant identification list with addresses, contract amounts, and exchange percentages.
Step 03
Close Within 180 Days
Complete due diligence, secure financing, and close on the replacements before the federal deadline.
Learn more in IRS Form 8824 and the Like-Kind Property guidance. See Rev. Proc. 2008-16 for vacation home safe harbor.
Exchange Services.
Tailored engagements for institutional advisors, family offices, and private investors seeking disciplined Section 1031 execution.
Service
Reverse Exchange Coordination
Coordinate reverse exchanges with exchange accommodation titleholders, financing review, and IRS safe harbor compliance.
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Improvement Exchange Planning
Manage construction escrow controls and cost certifications for improvement or build-to-suit exchange strategies.
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Delaware Statutory Trust Reviews
Evaluate DST offerings for suitability, sponsor strength, and alignment with reinvestment objectives.
Eligible Property Types.
Evaluate reinvestment options with due diligence checklists, cash flow modeling, and closing coordination tailored to each asset class.
Multifamily Communities
Rebalance portfolios into stabilized or value-add apartments with local market analytics and rent roll review.
Triple Net Retail
Leverage NNN leases for predictable income, national tenant credit, and low-touch asset management.
Industrial Flex Buildings
Capture logistics demand with flex and last-mile facilities backed by tenant estoppels and zoning clarity.
Medical Office
Pair health system tenancy with long-term appreciation and regulatory compliance support.
Hospitality Assets
Reposition boutique, extended-stay, or limited-service hotels with experienced operators and cash flow modeling.
Land for Development
Acquire shovel-ready parcels with entitlement tracking, title review, and construction sequencing.
Serving Philadelphia and All of Pennsylvania.
Our team manages compliant 1031 exchanges for investors throughout Philadelphia, Bucks, Montgomery, Chester, Delaware, and statewide. We also support multi-state exchanges requiring Pennsylvania legal review, coordinating with counterparties and local counsel across jurisdictions.
See locations
Service area
Philadelphia, PA
Class A mixed use, office-to-residential conversions, and institutional retail corridors.
Service area
University City Philadelphia, PA
Life science, student housing, and innovation district projects near research institutions.
Service area
Fishtown Philadelphia, PA
Adaptive reuse, hospitality, and creative retail opportunities along the waterfront.
Service area
Manayunk Philadelphia, PA
Walkable multifamily and Main Street retail positioned near employment hubs.
Service area
Old City Philadelphia, PA
Historic retail and boutique hospitality steps from national landmarks.
Service area
Society Hill Philadelphia, PA
Luxury residential and legacy assets with preservation considerations.
Service area
Bala Cynwyd, PA
Suburban office and medical campuses with City Avenue accessibility.
Service area
King of Prussia, PA
Destination retail, hospitality, and industrial logistics along the turnpike corridor.
Service area
Conshohocken, PA
Transit oriented office and multifamily exchange support with regional rail access.
Service area
Fort Washington, PA
Office park and light industrial exchange guidance with Pennsylvania Turnpike access.
Exchange Tools.
Free calculators and tools to help you plan and execute compliant 1031 exchanges in Philadelphia, PA.
Boot Calculator
Calculate boot received during an exchange including cash boot, mortgage boot, and estimated tax implications.
Exchange Cost Estimator
Estimate total costs for a 1031 exchange including property identification fees, escrow costs, title insurance, and recording fees.
Identification Rules Checker
Validate your replacement property identification against IRS rules including three-property, 200%, and 95% rules.
Frequently Asked Questions.
What are the 45 and 180 day rules?
The IRS requires that replacement properties be identified in writing within 45 calendar days of closing on the relinquished property and that at least one replacement closes within 180 calendar days. Both deadlines run concurrently and cannot be extended except for federally declared disaster relief.
What qualifies as like-kind property?
Like-kind property includes real property held for investment or productive use in a trade or business. Pennsylvania investors may exchange residential rentals, commercial assets, industrial holdings, raw land, and long-term leasehold interests, provided the replacement is also held for investment or business use.
How is boot taxed in Pennsylvania?
Cash or debt relief received during an exchange is treated as boot and is subject to federal and Pennsylvania income tax in the year of the disposition. Boot does not qualify for deferral and should be addressed with a CPA before closing.
How do state and city transfer taxes apply?
Pennsylvania and Philadelphia transfer taxes continue to apply to conveyances inside an exchange. Proper tax stamping and payment at closing are required, and the amounts cannot be deferred through Section 1031.
Can I complete a reverse exchange?
Reverse exchanges are permitted when an exchange accommodation titleholder acquires the replacement property first, followed by the sale of the relinquished asset within 180 days. Documentation must meet Revenue Procedure 2000-37 standards.
How is the exchange reported on Form 8824?
Form 8824 documents the relinquished and replacement properties, adjusted basis, realized gain, deferred gain, and any boot received. It must be filed with the federal return for the tax year that includes the relinquished property closing.
Request 1031 Exchange Guidance.
Provide your transaction details and a Philadelphia exchange advisor will schedule a 30 minute consultation within one business day.
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