1031 exchange services

Understand the process

Your like-kindexchange shouldbe boring.

We coordinate the details of your exchange.
You focus on your next property.

Start an exchangeUnderstand the process

Careful stewardship of your exchange

  • Segregated client accounts

  • Dual-signature disbursements

  • Dedicated coordination

Your property. Your plans.

A clear path to your next investment.

A 1031 exchange can help you defer capital gains tax when you reinvest in qualifying real estate. Getting the structure, documentation, and timing right takes planning.

Olumie brings the people and the details together. From the first conversation through the final closing, you have a team that understands your transaction and keeps the exchange moving.

How an exchange works

The process

A lot happens between properties.
We keep it organized.

Exchange documents, closing coordination, property identification, and the movement of funds. We help you understand what needs to happen and when.

45days

to identify replacement property

180days

maximum standard exchange period*

*The tax return due date, including extensions, may end your exchange period sooner.

The people behind your exchange

Experience you can
have a conversation with.

Real estate transactions are personal. So is the way we work. Meet the professionals coordinating your exchange and advising on the details.

Abie Maytas

Abie Maytas

Director of 1031 Operations

Kuno S. Bell, CPA, JD

Kuno S. Bell, CPA, JD

Tax Advisor

Samantha Whittaker

Samantha Whittaker

Advisor

Common questions

Before you get started.

When should I contact a qualified intermediary?

Before the sale of your investment property closes. Getting in touch early gives the team time to review your transaction and prepare the exchange documentation.

Do I need to have my next property picked out?

You can begin the conversation before choosing a replacement property. In a typical delayed exchange, the written identification deadline is 45 days after the sale of the property you are exchanging.

Can I buy before I sell?

A reverse exchange may be an option. It needs advance planning and a specific ownership structure, so speak with the team before acquiring the replacement property.

Will Olumie work with my attorney and CPA?

The team coordinates the exchange with your transaction professionals. Your attorney and tax advisor should review the legal and tax implications of your particular exchange.

Have a different question? Let’s talk.

A conversation is a good place to start

Let’s talk about your next move.

Selling soon, already under contract, or exploring your options? We’re here to help you plan your exchange.