Defer Gains.
Grow Your Portfolio.

Keep more of your equity working. We guide you through a compliant 1031 exchange with a clean, deadline-driven process—so you avoid costly missteps and move confidently into your next property.
Start a 1031 Exchange
Start a 1031 Exchange
About Us
How it Works
FAQ

1031 Exchanges Done Right

About NextPhase

NextPhase 1031 Exchange, LLC was founded with a simple but powerful belief: a well-executed 1031 exchange can be one of the most impactful financial tools available to real estate owners, when it is truly understood from every angle. Our firm was formed as a joint venture between two complementary disciplines:
Corporate Accounting & Finance
Adam Cox has over 20 years experience, bringing deep knowledge of tax structure, compliance, and the technical mechanics behind 1031 exchanges.
Construction & Real Estate
Chevan Brewster has been involved in multiple large-scale real estate transactions and complex construction projects, offering firsthand insight into how exchanges affect real assets, timelines, and real-world decision-making.
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How it WOrks

Your 1031 Exchange, Step-by-Step

How it Works
How it Works
Here’s how we make a 1031 exchange simple: we set up the exchange before closing, hold the sale proceeds as your Qualified Intermediary, and keep you on track through the 45-day identification and 180-day closing deadlines—so you reinvest confidently without triggering avoidable taxes.
  • Set up your exchange before closing
  • Track deadlines and required documents
  • Securely hold funds as your QI
"I’ve done multiple exchanges and this was the cleanest process I’ve had. Deadlines were clear, documents were handled fast, and closing was painless.
Mark R.
Multifamily Investor

Benefits

Why Use a Qualified Intermediary?

01
Tax Deferral
Keep more of your sale proceeds working in your next property instead of paying taxes now.
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02
Deadline Control
We track the 45-day identification and 180-day completion windows so you don’t miss a critical date.
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03
Funds Protection
Your proceeds stay in the proper QI safe-harbor structure to avoid triggering constructive receipt.
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04
Clean Paperwork
We prepare and coordinate the exchange documents so assignments, notices, and filings stay consistent.
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05
Closing Coordination
We work with your agent, attorney, and title company so wires and documents are correct the first time.
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06
Risk Reduction
You avoid common technical errors that can turn a “deferred” exchange into a taxable sale.
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How it Works

Our 6-Step Process

Step #1

Start the Exchange

  • Quick intake
  • Open file
  • Notify closing

Step #2

Sign Documents

  • Exchange agreement
  • Assignment notice
  • Wire instructions

Step #3

Close the Sale

  • Correct settlement
  • Funds to QI
  • No receipt

Step #4

 Identify Property

  • Written identification
  • IRS rules
  • Backup options

Step #5

Buy Replacement

  • Coordinate closing
  • Apply proceeds
  • Match vesting

Step #6

Complete Exchange

  • Final review
  • Delivery package
  • Confirm completion

1031 Exchange Questions, Answered

These are the questions investors ask us most before they sell. If you’re inside a 1031 timeline, the big wins are simple: don’t touch the proceeds, hit the 45-day identification deadline, and close within the exchange period so your tax deferral stays intact.
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What does a Qualified Intermediary do?
A Qualified Intermediary (QI) facilitates the exchange by preparing the exchange paperwork, coordinating with closings, and holding the sale proceeds so you don’t take “receipt” of the funds and accidentally create a taxable sale.
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What is the 45-day rule in a 1031 exchange?
You must identify your replacement property(ies) in writing within 45 calendar days of selling your relinquished property—no extensions in most cases.
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What is the 180-day rule in a 1031 exchange?
You must complete the purchase of at least one identified replacement property by the 180-day deadline (or earlier in some tax-filing situations), or the exchange can fail.
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What property qualifies as “like-kind” for real estate?
For real estate, “like-kind” is broad: generally, real property held for investment or business can be exchanged for other real property held for investment or business (not a primary residence).  

We're not just your intermediary in the exchange process. We're your partner.

At NextPhase 1031 Exchange, we don’t just facilitate exchanges, we help clients understand them. Our goal is to serve as a trusted partner throughout the process, ensuring every exchange is approached with clarity, compliance, and strategic intent. Because when you understand the process, you don’t just complete an exchange, you move confidently into the next phase of your investment journey.
Start a 1031 Exchange
Start a 1031 Exchange
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Inquire
Your trusted partner for simple and successful 1031 exchanges.
Contact
563 Hartco Dr, Oneida, TN 37841
Links
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IRS Code Overview
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