Nationwide Exchange Capabilities
Coordinate exchanges anywhere in the United States, with local partners at both ends of the transaction.
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Nationwide Qualified IntermediaryPreserve capital.
Reinvest nationwide.
Build wealth strategically.
When you sell an investment or business property, you'd normally owe capital gains tax on the profit right away. A Section 1031 exchange lets you defer that tax by rolling your proceeds into another qualifying property instead — keeping more of your money working for you. The IRS requires an independent Qualified Intermediary (QI) to hold and manage those funds throughout the process, and that's the role Rally Point plays for investors nationwide, whether you're reinvesting across town or across the country.
What we do
Independent QI, coordinated with your team.
As your Qualified Intermediary, we act as the required neutral third party — holding your exchange funds and keeping the transaction compliant, while coordinating closely with your attorneys, accountants, lenders, real estate professionals, and financial advisors so everyone stays aligned on deadlines and details.
Important: We do not provide tax or legal advice. We encourage every exchanger to consult their own tax and legal professionals.
- Preparing exchange documentation
- Holding exchange proceeds
- Monitoring critical IRS deadlines
- Coordinating closings nationwide
- Connecting investors with trusted referral partners
- Facilitating communication among all parties
- Experienced investment realtors
- Commercial brokers
- 1031-focused attorneys
- Lenders and financing professionals
- Delaware Statutory Trust (DST) sponsors
- REIT investment opportunities
More than a QI
We’ll connect you with the right professionals.
Attorneys, CPAs and accounting professionals, lenders, brokers, financial advisors, and realtors. If you're still exploring your options, tell us what you need and we'll introduce you to people we trust. It costs you nothing to ask.
And the right time to start is before you list. The earlier we enter the conversation, the better positioned we are to help coordinate a successful transaction.
Why investors choose Rally Point
Nationwide capabilities, personal coordination.
Integrated Title & Settlement
Title, escrow, and 1031 under one roof. One team owning the file from open to close.
Personalized Service
Direct access to experienced professionals who know your file. Not a call queue or a ticket number.
Trusted Industry Relationships
Established referral network of brokers, attorneys, lenders, DST sponsors, and financial advisors.
Clear, Proactive Communication
Deadline tracking, status updates, and coordination among every party at the table.
Every Exchange Structure Covered
From a straightforward single-property exchange to more complex multi-property or multi-state transactions, we've structured it before.
Thinking about a 1031 exchange? Contact our team before you sell. The right plan starts long before closing day.
How a 1031 exchange works
Understanding the 45-day and 180-day rules.
A successful 1031 exchange depends on careful planning and strict deadlines. Here's the sequence, from the moment you sell to the day the exchange completes.
Day 0
1
Sell your relinquished property
Before closing, engage a Qualified Intermediary to hold the exchange proceeds. Receiving funds directly disqualifies the exchange.
Day 45
2
The 45-day identification period
You have 45 calendar days from closing to identify potential replacement properties in writing.
Day 180
3
The 180-day exchange period
You must complete the purchase of replacement property within 180 calendar days of selling the original property.
Plug in a sale date to see what your Day 45 and Day 180 would look like.
Try our 1031 Calculator
The 45-day identification period
Three identification rules to choose from.
Investors typically use one of these methods to identify replacement property within the 45-day window.
The Three-Property Rule
Identify up to three properties, regardless of their combined value.
The 200% Rule
Identify any number of properties, provided their combined value does not exceed 200% of the relinquished property's value.
The 95% Rule
Acquire at least 95% of the value of all identified properties.
Watch-outs
Common mistakes that cause exchanges to fail.
Most failed exchanges trace back to a handful of avoidable issues. Bringing your QI in early is the single best predictor of a successful outcome.
Start planning early. The most successful exchanges begin before a property is listed for sale.
- Waiting until after closing to contact a Qualified Intermediary
- Missing the 45-day identification deadline
- Receiving exchange proceeds directly
- Purchasing non-qualifying property
- Improper identification procedures
- Failing to coordinate lenders and closing timelines
Types of 1031 exchanges
Forward & Simultaneous Structures.
Forward Exchange
Sell one investment property and purchase another within the required 45-day and 180-day deadlines.
Provides flexibility for:
- Rental property owners
- Commercial investors
- Apartment operators
- Multi-state investors
- Business owners
Simultaneous Exchange
Both transactions close on the same day. This structure may simplify timing requirements while allowing investors to move directly from one investment into another.
Nationwide coordination:
Whether your replacement property is in New Jersey, Florida, Texas, Arizona, or anywhere else in the country, we coordinate the exchange process from end to end.
Not sure which exchange structure is right for you? Contact our team before listing your property.
Cross-state exchanges
Buy investment property in a new state.
A 1031 exchange isn't limited by state boundaries. Investors can sell investment property in one state and acquire replacement property anywhere else in the United States, provided IRS requirements are satisfied.
Interstate transactions often require local real estate professionals, commercial lenders, attorneys in multiple jurisdictions, title companies, investment advisors, and QI coordination. We help bring the right professionals to the table and maintain communication throughout.
Buying in a state where you don't know anyone? Contact us. Whether you need a realtor who knows the market, an attorney licensed in that jurisdiction, or a lender who handles out-of-state investors, we'll connect you with professionals we trust on the other end of the transaction.
If you're considering relocating your investment capital out of state, talk to us before listing your property.
Common cross-state strategies
- New Jersey investors purchasing in Florida
- Commercial owners expanding into Pennsylvania or Texas
- Multifamily investors diversifying into emerging markets
- Retirees transitioning rental portfolios closer to home
- Business owners consolidating properties across states
Commercial & investment property
Preserve equity. Reposition assets. Grow your portfolio.
Commercial real estate investors rely on 1031 exchanges to defer taxes, preserve capital, and pursue new opportunities. Our team works alongside attorneys, lenders, brokers, and tax professionals to help facilitate smooth transactions nationwide.
Apartment buildings
Retail centers
Industrial
Mixed-use
Office buildings
Triple-net leased
Land held for investment
Business-use real estate
Supporting sophisticated investors
Commercial exchanges often involve multiple entities, financing coordination, multi-state acquisitions, simultaneous closings, and complex ownership structures.
Integrated investment resources
Beyond acting as your Qualified Intermediary, we can help connect investors with commercial brokers, financing partners, Delaware Statutory Trust (DST) opportunities, REIT investment solutions, and legal and tax professionals.
Contact our team to discuss your commercial exchange goals.
Qualifying property types
What is considered like-kind property?
Generally, investment and business real estate held for productive use or investment purposes may qualify for like-kind exchange treatment under Section 1031.
Commonly exchanged properties
- Residential rental properties
- Apartment buildings
- Commercial office space
- Retail centers
- Industrial properties
- Agricultural land
- Mixed-use developments
- Investment land holdings
Generally do not qualify
- Primary residences
- Property held primarily for resale
- Personal-use assets
- Most foreign real estate interests
Vacation homes. May involve additional requirements regarding rental activity, personal use limitations, and holding periods. Consult your tax advisor regarding eligibility.
Alternative replacement options
- Delaware Statutory Trusts (DSTs)
- Certain REIT-related strategies
- Fractional ownership opportunities
May provide flexibility for investors seeking diversification or reduced management responsibilities.
Every situation is different. We do not provide tax or legal advice. Qualification depends on individual circumstances, ownership structures, and intended use.
Contact our exchange desk
Thinking about a sale?
Contact us before listing your property so we can help connect you with the right professionals and explore your options. The right plan starts long before closing day.
- A team member responds within one business day
- Independent Qualified Intermediary. Nationwide
- We coordinate with your attorney, lender, and broker
- We work alongside your accounting and tax professionals