Resource Center
Please submit this form to gain immediate access to our full resource library center.
Access Request
Request access to practical exchange planning materials.
The resource library is intended for investors and advisors reviewing Section 1031 deadlines, transaction structures, terminology, and service paths.
For urgent transaction questions, contact the exchange team directly before closing documents are finalized.
Use this page when you are still learning the exchange process, preparing a client conversation, comparing delayed and reverse structures, or trying to understand what information the exchange team will need before a transaction is opened.
What the library helps you review
- Exchange deadlinesUnderstand the 45-day identification period, 180-day exchange period, and why planning before closing matters.
- Service fitCompare delayed, simultaneous, reverse, and improvement exchange paths before choosing the right conversation with IES or RES.
- Transaction vocabularyReview terms such as Qualified Intermediary, Exchange Accommodation Titleholder, replacement property, relinquished property, and exchange credit.
- Advisor coordinationUse the materials as a starting point for conversations with CPAs, attorneys, brokers, lenders, escrow officers, and title teams.
Who should request access
The materials are useful for property owners considering a tax deferred exchange, buyers who may need to purchase replacement property first, investors planning improvements, and professionals helping clients evaluate transaction timing. The library is educational and does not replace tax or legal advice from the client's own advisors.
Use the resources before the transaction becomes urgent.
Section 1031 planning becomes more difficult after closing instructions are final, proceeds have moved, or replacement property decisions have been made without an exchange structure in place. The library gives visitors a practical orientation before they speak with the exchange team or their tax and legal advisors.
For active sales, purchases, or reverse exchange opportunities, use the resources as background and then contact the team directly so facts, deadlines, and documents can be reviewed in context.