Ultra 1031 Exchange Services You Can Trust
At Ultra 1031 Exchange, we guide you through every step of your tax-deferred property exchange — ensuring compliance, security, and peace of mind.
How Our 1031 Exchange Process Works
We handle every step, so you don’t have to worry — from initial agreements to final closing and tax reporting.
1
Initial Agreement
We send you the Qualified Intermediary Service Agreement for review. Signing this agreement officially starts your 1031 Exchange process and ensures all legal requirements are met.
2
Consent & Assignment
Once the service agreement is signed, we provide the necessary consent and assignment forms. These authorize us to act on your behalf and manage the exchange smoothly.
3
Escrow Setup
We coordinate with a trusted bank to open a dedicated escrow account to securely hold your sale proceeds during the exchange period.
4
Exchange Instructions
5
Closing the Sale
6
Identify Replacement Property
7
Close Replacement Property
We oversee the purchase and closing of your replacement property, ensuring funds are disbursed correctly within the 180-day IRS deadline.
8
Tax Reporting
After closing, we prepare and send all necessary tax documents, such as 1099-S and FIRPTA forms, to keep your records accurate and ready for filing.
Why Choose
Ultra 1031 Exchange?
Full Compliance
We strictly follow IRS rules to ensure your exchange is valid and secure.
Automated Deadlines
We send reminders and alerts, so you never miss a critical date.
Secure Fund Management
Your funds are held in dedicated escrow account and independently insured for maximum safety.
Expert Support
Our experienced team is available to guide you every step of the way.
Easy Document Handling
E-signatures and digital storage simplify the paperwork.
Transparent Reporting
Real-time updates keep you informed about your exchange status.
Contact us – we’re here to help you get the information you need.
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