94 Harbor View Dr, San Diego, CA 92106
Hubs Completed
5 of 5
Exchange complete
Documents
9
Uploaded & signed
Tax Liability
$178,500
Deferred via exchange
Reinvested
$850,000
100% tax-deferred
QI Fund Hold
Harborline Bank · qualified-intermediary safe harbor under Treas. Reg. §1.1031(b)-2 · same-day pass-through
Funds Held
$850,000
Passed through same day
Disbursed
$849,250
To replacement seller
Hold Time
Hours
Same-day concurrent close
QI Fee
$750
Flat exchange fee
Simultaneous Exchange Timeline
Sale + purchase closed the same day · QI same-day pass-through
Overall Exchange Progress
100%
Completed
1
Phase 1
Pre-Close
Pre-Close Setup
Both contracts aligned for same-day close
Completed Jul 21, 2026
Done2
Phase 2
Concurrent Close
Concurrent Close
Sale + purchase closed same day via QI
Closed Jul 22, 2026
Done3
Post
IRS Wrap-Up
Tax Reporting
File IRS Form 8824 for the exchange
At tax-year filing
Final step
This exchange is complete. Sale and purchase closed on the same day (Jul 22, 2026) with QI same-day fund pass-through. One step remains: file IRS Form 8824.
A simultaneous exchange compresses the timeline — the relinquished sale and replacement purchase close on the same day, with the QI holding funds only momentarily to avoid constructive receipt.
Exchange Hubs
Open a hub to take the next action
Phase 1 · Setup
Sales Hub
Relinquished property
100%
Complete
Phase 2 · Concurrent
Escrow Hub
QI custody · same-day release
100%
Complete
Phase 2 · Concurrent
Purchase Hub
Replacement property
100%
Complete
Phase 2 · Concurrent
Disbursement Hub
Same-day wire
100%
Complete
Recent Activity
View all
Concurrent Close Complete
Sale + purchase closed same day · Purchase Hub complete
Jul 22, 2026
Same-Day Disbursement
$849,250 wired to replacement seller
Jul 22, 2026
Exchange Agreement Signed
DocuSign · Matt Belcher + Priya Anand (QI)
Jul 21, 2026
Identity Verified
KYC completed via Persona
Jul 18, 2026
Additional Services
Tax Preparation
Partner with TurboTax for seamless tax filing and expert 1031 exchange forms.
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Cost Segregation
Maximize tax benefits with professional cost segregation for your replacement property.
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DST Options
Explore Delaware Statutory Trust interests as a passive replacement-property option for your exchange.
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