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Defer Capital Gains Taxes. Keep Your Wealth Working.

Simple 1031 is the modern Qualified Intermediary that makes tax-deferred exchanges straightforward, secure, and surprisingly affordable.

Calculate Your Tax Savings

$5M Fidelity Bond + $10M E&O Insurance

Segregated Escrow Accounts

IRS-Compliant Exchange Documentation

Your 1031 Exchange in 4 Simple Steps

Our streamlined process makes 1031 exchanges simple and stress-free. We handle the complexity while you focus on your investments.

1

Contact Us Before Closing

We'll set up your exchange agreement and coordinate with your closing agent.

2

Sign Electronically

Complete your Exchange Agreement in under 5 minutes with secure e-signature.

3

Identify Properties

You have 45 days to identify replacement properties. We'll track deadlines.

4

Complete Your Exchange

Close on replacement within 180 days. We transfer funds and provide tax documentation.

Choose Your Exchange Strategy

Every investor's situation is unique. We offer multiple exchange strategies to match your goals.

Forward Exchange

Sell First, Buy Later

The classic approach. Starting at $799.

Learn about Forward Exchanges

Reverse Exchange

Buy First, Sell Later

For time-sensitive opportunities.

Learn about Reverse Exchanges

Improvement Exchange

Build Value

Include construction costs in your exchange.

Learn about Improvement Exchanges

DST Investments

Go Passive

Fractional ownership of institutional-grade real estate.

Learn about DST Investments

Simple, Transparent Pricing

No hidden fees, no surprises. Our flat-rate pricing makes budgeting for your 1031 exchange easy.

Zero Risk to Start

Our fee is deducted from your exchange proceeds only after your relinquished property closes — nothing comes out of pocket to get started.

Flat Fee. No Surprises.

Standard Exchange

For most investors — forward exchange, any property type

$799 /exchange
  • Segregated escrow — your funds are never commingled
  • 24/7 client portal — track every deadline in real time
  • Dedicated exchange coordinator
  • IRS-compliant exchange documentation
  • Deadline reminders & alerts
  • Tax form assistance (1099-S)
  • $5M Fidelity Bond + $10M E&O Insurance

Fee deducted from exchange proceeds after relinquished property closes. Nothing out of pocket to start.

Optional Add-ons

Rush Processing

+$200

24-hour setup

Multi-Property

+$300

Per additional property

Need a Reverse or Improvement Exchange? Get in touch →

Reverse and improvement exchanges involve additional complexity — we'll walk you through the details and provide a custom quote.

Track Your Exchange in Real Time

Our secure client portal gives you 24/7 access to your exchange. Track progress, upload documents, and stay informed every step of the way.

24/7 access to your exchange status
Deadline alerts and document management
Direct messaging with your QI
Explore the Portal
Exchange Dashboard

Welcome back, John

Exchange #2847 - Active

On Track
Exchange Progress 40%

Exchange Agreement Signed

Jan 10, 2026

Relinquished Property Sold

Jan 15, 2026

Identification Period

12 days remaining

Replacement Purchase

Pending

$1.2M

Proceeds

12

Days Left

3

Properties

Frequently Asked Questions

Got questions? We've got answers. If you don't find what you're looking for, feel free to contact us.

A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows real estate investors to defer capital gains taxes when they sell an investment property and reinvest the proceeds in a "like-kind" property. By using a Qualified Intermediary like Simple 1031, you can legally defer paying taxes on your gains and keep more money working for you.
There are two critical deadlines: 45 days to identify potential replacement properties after selling your relinquished property, and 180 days to complete the purchase of your replacement property. Both deadlines are calendar days and include weekends and holidays. Missing either deadline can disqualify your exchange.
A Qualified Intermediary is an independent third party who facilitates the 1031 exchange by holding the sale proceeds and ensuring the transaction complies with IRS rules. The QI cannot be your agent, attorney, accountant, or a related party. Simple 1031 acts as your QI, handling the funds and documentation to ensure your exchange is valid.
Simple 1031 offers transparent, flat-fee pricing starting at $799 for a basic exchange. Our Standard package is $999 and includes additional support features. Premium exchanges for complex situations start at $1,499. There are no hidden fees or surprise charges.
Getting started is easy! Simply contact us before closing on your relinquished property. We'll set up your exchange agreement, which you can sign electronically in minutes. Once signed, we'll coordinate with your closing agent to receive the proceeds. You can reach us by phone, email, or through our website contact form.
Absolutely. Your funds are held in segregated escrow accounts with FDIC-insured banking partners. We're fully bonded with a $5 million fidelity bond and carry $10 million in Errors & Omissions insurance. Plus, our client portal gives you 24/7 visibility into your funds.
Both the relinquished and replacement properties must be held for investment or business use. This includes rental properties, commercial real estate, vacant land held for investment, and certain other real property. Your primary residence, second home, and dealer property (inventory) do not qualify. The properties must also be "like-kind," which is broadly defined for real estate.
Yes! You can exchange property in one state for property in another state. All 50 states recognize 1031 exchanges for federal tax purposes. However, some states have specific rules about state tax deferral, so it's important to consult with a tax professional familiar with both states' laws.
Missing either the 45-day identification deadline or the 180-day completion deadline is fatal to the exchange. The transaction becomes fully taxable. The IRS grants no extensions except in rare federally declared disaster situations.
Yes. You can identify up to three replacement properties of any value under the Three Property Rule. You can close on one, two, or all three. Many investors identify backup properties as a safety strategy.
Most investors use a Forward Exchange (sell first, buy later). If you've found your replacement property before selling, consider a Reverse Exchange. If you want to improve a property using exchange funds, an Improvement Exchange may be right. Schedule a free consultation and we'll help you decide.
You'll need your property sale agreement, original purchase records, depreciation schedules, and identification of your replacement properties. Simple 1031 provides a comprehensive checklist and guides you through every document.
For complete tax deferral, yes. Any proceeds not reinvested become taxable "boot." However, partial exchanges are permitted -- you can take some cash and still defer taxes on the reinvested portion.

Still have questions?

About Simple 1031

Founded by industry professionals with 10+ years of experience, Simple 1031 helps real estate investors navigate tax-deferred exchanges with confidence.

Our Mission

To provide straightforward, reliable Qualified Intermediary services that make 1031 exchanges accessible to every investor.

$5M Fidelity Bond
$10M E&O Insurance

Contact Us

Ready to start your exchange? Have questions? We're here to help.

Email us at info@simple1031x.com or use the form below.

Send Us a Message

Ready to Defer Your Taxes?

Start your exchange today or speak with a specialist.

Call (725) 224-5008