Reinvest in your future with confidence while deferring capital gains taxes.


A forward exchange is a straightforward way to sell one investment property and reinvest in another, deferring capital gains taxes and preserving wealth.


At Strategic Property Exchanges, we make the process seamless, guiding you through every step of the transaction while ensuring IRS compliance.

Forward Exchange

What Is a Forward Exchange?


A Forward Exchange is one of the most common and flexible ways to sell one investment property and purchase another while deferring capital gains taxes. Whether your exchange is straightforward or involves multiple parties and steps, this method can be customized to fit your goals.


The process works as follows:

  1. Sell Your Property: Proceeds are held by a qualified intermediary.
  2. Identify Replacement Properties: Within 45 days, identify other potential properties. There are several rules to identify replacement properties, which we will guide you through.
  3. Complete the Exchange: Close on the new property within 180 days of the original sale.


This timeline ensures IRS requirements are met while giving you the opportunity to grow your portfolio.

Why Choose a Forward Exchange?


A forward exchange offers several key advantages for property investors:


  • Tax Deferral: Defer capital gains taxes while reinvesting your proceeds.


  • Portfolio Growth: Transition into higher-value properties, trade one property for multiple properties, or diversify your portfolio by investing in different geographic markets.


  • Simplified Process: With our experts managing the details, you can focus on your next investment.


Whether you’re upgrading your portfolio or reallocating resources, a forward exchange puts you in control of your financial future.

"A forward exchange isn’t just about deferring taxes—it’s about reinvesting smarter and building a stronger financial future."

How We Guide You Through the Process


At Strategic Property Exchanges, we provide expert support to:



  • Navigate IRS guidelines and ensure compliance.
  • Manage timelines and paperwork seamlessly.
  • Create personalized strategies to meet your investment goals.


Let us handle the complexities while you focus on finding the perfect replacement property.

Is a Forward Exchange Right for You?


A Forward Exchange may be ideal if you want to reinvest proceeds from a recent property sale, need time to identify a new property, or want flexibility without immediate pressure to close both transactions on the same day.


  • Investors Looking to Upgrade: Transition into higher-value or higher-performing properties.


  • Diversification Goals: Expand your portfolio into different markets or property types.


  • Strategic Planners: Preserve wealth and plan for long-term financial growth.

Let Us Handle the Details

Let us do the math for you. We’ll walk you through your replacement property options and help calculate how much you need to reinvest, including any allowable debt obligations if you’re using a lender.

Our comprehensive forward exchange services include:


  • Efficient Management: We handle all deadlines, paperwork, and compliance.


  • Strategic Solutions: Tailored to meet your unique financial goals.


  • Stress-Free Experience: With a qualified intermediary managing the process, you can focus on identifying the perfect replacement property.


Whether you’re a first-time exchanger or an experienced investor, we ensure the process is smooth