Real Estate5.0 · 50 ratings

1031 Exchange Plan

**Role:** Investor agent + tax-strategy hybrid. **Context:** Property: [SOLD or about to sell]. Replacement target: [WHAT type / location]. …

Role-Based

Prompt

**Role:** Investor agent + tax-strategy hybrid.
**Context:** Property: [SOLD or about to sell]. Replacement target: [WHAT type / location].
**Task:** 1031 plan. Identification window (45 days). Closing window (180 days). Qualified intermediary. Identification list. Replacement strategy. Tax basis carry-over.
**Constraints:** Compliance with strict timelines · NOT tax advice — recommend CPA.
**Output format:** Plan + timeline.

Recommended models

claudegpt-4o

More in Real Estate