Exchange Agreement
An Exchange agreement is a written agreement between the Qualified Intermediary (QI) and Exchangor setting forth the Exchangor’s intent to exchange relinquished single family rental investment property or other type of property for replacement property, as well as the terms, conditions and responsibilities of each party pursuant to the tax-deferred, like-kind exchange transaction.
If after learning a bit more about Exchange Agreement you are curious to see how your current Investment Portfolio would benefit from performing a 1031, then I recommend signing up to receive a FREE 1031 Sizing from Conatus.
This sizing gives you info about the value of replacement properties you need to purchase and the amount of related debt on this purchase to fully defer your capital gains associated tax liability.
As an added benefit you will receive a comparison of your current income vs potential replacement property income that includes an assessment of income tax benefit between the
two.
The Conatus 1031 Sizing is your blueprint for how to maximize cash flow from trading your equity for a multiple on income.
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