1031 Exchange Services
1031 Exchange Services: Title & Coordination Before the Deadline
A 1031 exchange runs on a deadline, but the replacement property still needs to be researched, reviewed and documented while the exchange clock is moving.
Scalance supports investors and exchange teams with replacement property title searches, multi-property title order coordination, chain of title verification, 45/180-day deadline tracking, outstanding closing requirement tracking, QI document handoffs, document checklist management, replacement property document organization, closing document review and post-closing delivery tracking.
The focus is operational: keep the title and closing work moving against the QI's dates so replacement-property diligence does not become the bottleneck in the exchange.
The Work Behind the Exchange
The service is title and operational diligence, not tax advice. The investor's tax advisor and qualified intermediary remain responsible for tax and exchange-structure guidance.
Replacement Property Title Search
Once a replacement property is identified, title work cannot sit outside the exchange timeline. Scalance can perform the replacement property title search and organize the resulting requirements so the investor and transaction team have a clear view of the title work still outstanding.
Multi-Property Title Order Coordination
Investors may need to identify and review more than one replacement property during the identification period. Scalance can coordinate multiple title orders so the research process is handled consistently across the candidate properties.
This is particularly useful when an investment team is managing several possible replacement properties at the same time and needs title work to progress without losing track of which file is tied to which exchange.
45-Day Identification & 180-Day Exchange Timeline Tracking
A standard 1031 exchange has two critical deadlines: replacement property identification within 45 days and acquisition within 180 days. Scalance provides 45/180-day deadline tracking and schedules title and lien work against the QI's dates.
Scalance is not the tax advisor or qualified intermediary. The service here is operational tracking and coordination against the dates supplied by the QI.
Outstanding Closing Requirement Tracking
A replacement property can be identified while closing requirements are still developing. Scalance can track outstanding title and closing requirements so the team can see what remains open as the transaction approaches the exchange deadline.
This keeps title work, documentation and closing requirements connected instead of leaving the investor to reconcile them manually across separate files and participants.
QI Document Handoff & Checklist Management
The qualified intermediary is central to the exchange process, and Scalance's scope includes QI document handoff coordination and QI document checklist management.
Scalance can organize the documents and handoffs required by the agreed workflow while keeping the QI's requirements and dates as the controlling exchange framework.
Closing Document Review & Post-Closing Delivery
Before closing, Scalance can review closing documents within the defined service scope and track the remaining delivery requirements. After closing, the workflow continues with post-closing document delivery tracking.
The purpose is operational continuity: the exchange file should not become incomplete simply because the property has closed.