Sell your property.
Keep your gains working.
Roll your sale profit into your next property and defer the capital gains tax. We handle the paperwork, deadlines and funds — start to finish.
Example: selling a rental with a $300,000 gain
*Illustration only — combines federal capital gains, depreciation recapture, NIIT and Utah tax. Your numbers depend on your situation; ask your CPA.
Three steps. We guide every one.
Call us before you close
Set up the exchange before your sale closes. Once you touch the money, the tax break is gone.
We hold your proceeds
As your qualified intermediary, we keep the sale funds safe and separate while you shop for the next property.
Buy & defer the tax
We send the funds straight to your new purchase and prepare the exchange documents your CPA needs.
Two deadlines. We track both.
Sell your property, then buy the replacement. Your proceeds come to us — never to you — so the tax stays deferred.
- 0Day 0
Sell & close
Your sale closes and the proceeds go straight into your exchange trust account.
- 45 days
- 45Day 45
Name your picks
Identify, in writing, the replacement properties you might buy — usually up to three.
- 135 more days
- 180Day 180
Buy & close
Close on your new property. We send the funds and prepare your exchange documents.
Both clocks start on Day 0, count weekends and holidays, and can't be extended. The 180 days ends sooner if your tax return is due first, unless you file an extension.
Already under contract — or found the next place first?
Call us todayLocal people. Real answers.
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Rooted in Utah real estate
Part of the Inwest Title family, serving all 29 Utah counties.
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Your money stays protected
Exchange funds are held in dedicated trust accounts.
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We watch the calendar
Reminders before every deadline so nothing slips while you're busy buying.
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Plain-English help
Talk to a real person who explains each step — and works with your agent and CPA.
Good to know
What property qualifies?
Real estate held for investment or business use — rentals, land, commercial buildings, short-term rentals. Your primary home doesn't qualify.
Does the new property have to be the same type?
No. "Like-kind" is broad: you can trade a rental house for land, a duplex for a commercial building, and so on, as long as both are investment real estate in the U.S.
How much do I need to reinvest?
To defer all of the tax, buy property of equal or greater value and reinvest all of your net proceeds. Anything you keep is taxable.
Can I buy the new property before I sell?
Yes — that's a reverse exchange. We hold title to one of the properties while you finish the sale, with the same 45- and 180-day deadlines. It takes more setup, so call us early.
When should I call you?
As soon as you list or go under contract — and always before closing. A short call now can save a costly mistake.
Find out what you could save
Tell us a little about your sale. We'll get back to you within one business day — no cost, no pressure.