Advisors

Talk to a 1031 specialist.

A 1031 exchange has a few moments where a wrong move is expensive and hard to undo. A short call at the right time keeps you out of them. The consultation is free and carries no obligation.

  • A specialist, not a switchboard. A 30-minute call with someone who has run exchanges before, to pressure-test your timeline, your basis, and your replacement options.
  • Before the clock starts. The most useful conversation happens before you close the sale, while you still have room to set the exchange up cleanly. There is no obligation.
  • Hands the work to the systems. The specialist applies judgment; the platform does the underwriting. You leave the call knowing what to look for and with the universe already built to your numbers.
A couple at ease on a terrace, the calm that dependable income buys.

Common questions

What does a 1031 advisor consultation cost?
Nothing. The 30-minute consultation with a 1031 specialist is free and carries no obligation.
When should I talk to a 1031 specialist?
Before you close the sale of your relinquished property, while there is still room to set the exchange up cleanly. The most expensive 1031 mistakes happen in the first few days, often before the 45-day clock has even started.
Is the specialist a tax advisor or a Qualified Intermediary?
No. The specialist pressure-tests your timeline, basis, and replacement options and points you to the right professionals. Tax treatment is owned by your CPA and Qualified Intermediary; Shop 1031 is an independent analytics platform.