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Serving the Phoenix metro

Defer Capital Gains on Your Phoenix Property

Flat-fee Qualified Intermediary for Phoenix 1031 exchanges. Arizona conforms to federal §1031 with a flat 2.5% state rate, so a properly structured exchange defers both federal and state tax on the gain.

Start Your Exchange Estimate Your Tax Savings
$799 flat fee Same-day setup Nothing out of pocket to start

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

Segregated Escrow Accounts

IRS-Compliant Exchange Documentation

Your Phoenix 1031 Exchange in 4 Steps

We handle the intermediary mechanics. Your CPA handles the tax filings. Your title company handles the closing. Here is where Simple 1031 fits in.

1

Call Before You Close

Engage Simple 1031 before your Phoenix property sale closes. Once proceeds hit your account, a 1031 is no longer possible.

2

Sign the Exchange Agreement

We send your exchange agreement the same day. Electronic signature. Typically under 5 minutes to complete.

3

Identify Replacement Property

You have 45 calendar days from closing to identify replacement property in writing. We track the deadline and accept identification any hour of the day.

4

Close Within 180 Days

Close on your replacement property within 180 days of the original sale. We wire funds from escrow directly to the replacement closing.

Start Your Phoenix Exchange

Every Phoenix Exchange Structure

Phoenix investors use all four exchange types. Pick the one that fits your timing and strategy.

Forward Exchange

Sell First, Buy Later — $799

The most common Phoenix exchange. Close on your relinquished property first, identify replacement within 45 days, close within 180.

Forward Exchange Details

Reverse Exchange

Buy First, Sell Later — $1,500

For Phoenix investors who need to lock in a replacement property before their current property sells.

Reverse Exchange Details

Improvement Exchange

Build Value — $1,500

Use exchange funds to improve your replacement property before you take title.

Improvement Exchange Details

DST Investments

Go Passive — $799

Fractional ownership of institutional real estate. Close in 48 hours. Qualifies as like-kind under Rev. Rul. 2004-86.

DST Investment Details

Simple, Transparent Pricing

The same flat fee in Phoenix as anywhere else. No hidden charges, no state surcharges, no surprises.

Nothing Out of Pocket to Start

Our fee is deducted from your exchange proceeds only after your Phoenix property closes. You pay $0 to engage Simple 1031.

Flat Fee. No Surprises.

Standard Phoenix Exchange

Forward exchange — any Phoenix 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
  • 45/180-day deadline tracking & alerts
  • Tax form assistance (1099-S reporting)
  • $5M Fidelity Bond + $10M E&O Insurance
Get Started

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

Other Exchange Types

Reverse Exchange

$1,500

Buy first, sell later

Improvement Exchange

$1,500

Build value on replacement

DST Exchange

$799

Passive replacement

What Phoenix Investors Should Know

A short primer on Arizona-specific considerations. These are tax topics for your CPA — Simple 1031 handles the Qualified Intermediary mechanics, not the state tax filings.

Arizona Conforms to Federal §1031

Arizona conforms to federal §1031 treatment for like-kind exchanges of real property held for investment or business use. If the federal exchange qualifies, Arizona follows. Your CPA confirms state treatment on Arizona Form 140 or 140NR.

Flat 2.5% Arizona State Rate (2026)

Arizona imposes a flat 2.5% individual income tax. A §1031 exchange defers both the federal and Arizona gain until a taxable sale occurs. Your CPA models the total deferred liability for your filing; we coordinate the exchange mechanics.

Arizona Title & Closing Practice

Arizona uses an escrow-based closing model. We coordinate exchange documentation and same-day fund delivery with your Arizona title company. Same QI mechanics as any escrow state.

Phoenix Sub-Markets We Serve

We work across Phoenix, Scottsdale, Tempe, Mesa, Chandler, Gilbert, Glendale, and the wider Maricopa County footprint. Tucson and Flagstaff coordinations are also common.

Scope note: Simple 1031 LLC is a Qualified Intermediary. We do not provide tax, legal, or investment advice. The content above is educational. Work with a qualified Phoenix CPA and, where appropriate, a real estate attorney for your specific exchange.

Phoenix 1031 Exchange Questions

If you do not find your answer here, call us at (725) 224-5008.

Yes. Arizona conforms to federal §1031 treatment for like-kind exchanges of real property held for investment or business use. If the federal exchange qualifies, Arizona follows. Your CPA confirms state treatment on Arizona Form 140 or 140NR.
Arizona imposes a flat 2.5% individual income tax (2026), on top of federal capital gains tax. A properly structured §1031 exchange defers both. Non-resident owners should confirm 140NR filing rules with their CPA.
No specific 1031 form. The federal exchange flows through to your Arizona Form 140 or 140NR. Your CPA handles the state filing; Simple 1031 provides the exchange documentation.
No. Under Treasury Regulation §1.1031(k)-1(k), a party you have had a working relationship with in the prior two years — including your attorney or CPA — is a disqualified person and cannot hold exchange proceeds. The IRS requires an independent Qualified Intermediary.
Your exchange proceeds are held in segregated escrow — never commingled with operating funds or other clients' exchanges. Simple 1031 carries a $5M Fidelity Bond and $10M Errors & Omissions Insurance, and our escrow accounts use FDIC-insured banking partners.
Simple 1031 charges a flat $799 for forward exchanges and DST exchanges, and $1,500 for reverse and improvement exchanges. No hidden fees. Our fee is deducted from exchange proceeds only after your Arizona property closes.
Yes. All 50 US states are like-kind to Arizona real estate for federal 1031 purposes. Arizona investors frequently exchange into Nevada, Texas, California (subject to clawback), and the Mountain West. Your CPA can advise on the destination state's tax treatment.

Start Your Phoenix Exchange

Tell us about your Phoenix property. We will respond within one business day.

Your information stays confidential. We respond within one business day. Or call now: (725) 224-5008.

Ready to Defer Your Phoenix Capital Gains?

Engage Simple 1031 before you close. Flat $799 fee. Nothing out of pocket to start.

Start Your Exchange Call (725) 224-5008