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1031 EXCHANGE AGREEMENT
| OPEN1031 FILE NO. | {{exchange.fileNumber}} |
| EFFECTIVE DATE | {{exchange.effectiveDate}} |
Article 1 · Parties & Recitals
This Exchange Agreement is entered into by and between {{exchanger.names}} (the "Exchanger") and Open1031 (the "Qualified Intermediary"), for the like-kind exchange of property under Internal Revenue Code §1031 and Treas. Reg. §1.1031(k)-1.
Exchanger Information
| EXCHANGER | {{exchanger.names}} |
| PROPERTY ADDRESS | {{property.address}} |
Taxpayer Identification Number
•••-••-{{exchanger.ssnLast4}}
Article 2 · Wire Instructions
| RECEIVING BANK | Harborline Bank |
| ACCOUNT (qualified escrow) | {{escrow.accountMasked}} |
| ABA / ROUTING | {{escrow.routing}} |
Exchanger signature — {{exchanger.names}}
exchanger
QI officer counter-signature — Priya Anand
qi_officer · +1 day
Per-exchange amendments · EX-2026-0047
Per-exchanger overlays on a published template. Each amendment is approved by a distinct authorizer before it merges into the signed rendition.
exchange-agreement (base v4)
pending_approval
- Authored by
- coordinator@open1031
- Approved by
- —
- Created
- Jun 12, 2026
- Approved
- —
disbursement-authorization (base v5)
draft
- Authored by
- coordinator@open1031
- Approved by
- —
- Created
- Jun 13, 2026
- Approved
- —
escrow-agreement (base v2)
approved
- Authored by
- coordinator@open1031
- Approved by
- qi-officer@open1031
- Created
- Jun 9, 2026
- Approved
- Jun 10, 2026
Sections
7 of 8
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Branded title & exchange identity
Parties, type, proceeds, QI
45-day ID & 180-day close
3-property rule · DST eligible
For lender · closing figures
QI-held funds & interest
For CPA · to file taxes
Executed agreements & receipts
Included sections
7 · est. 9 pages
Page 1 · Cover
QUALIFIED INTERMEDIARY
[QI firm legal name] · EX-2026-0047
[QI firm legal name] · EX-2026-0047
1031 Tax-Deferred Exchange Package
Exchange Record & Tax Filing Package
Prepared for Matt Belcher and authorized recipients
Exchanger
Matt Belcher
Exchange ID
EX-2026-0047
Relinquished Property
456 Sunset Blvd, LA, CA 90028
Exchange Type
Forward (Delayed)
Qualified Intermediary
Open1031
QI Officer
Priya Anand
Generated June 7, 2026 · Synthetic demonstration data · Confidential
[QI firm legal name] · Qualified Intermediary · EX-2026-0047
Page 1
Page 2 · Summary
EX-2026-0047
Exchange Summary
A like-kind exchange under IRC §1031 and Treas. Reg. §1.1031(k)-1.
| Exchanger | Matt Belcher |
| Taxpayer ID (masked) | •••-••-6789 |
| Exchange type | Forward (Delayed) |
| Relinquished property | 456 Sunset Blvd, Los Angeles, CA 90028 |
| Sale price / proceeds | $850,000 |
| Sale closed | July 22, 2026 |
| Qualified Intermediary | Open1031 (QI) |
| QI officer | Priya Anand |
| Qualified escrow | Harborline Bank · Treas. Reg. §1.1031(k)-1(g)(3) |
| Replacement option | Direct or DST-eligible |
[QI firm legal name] · Qualified Intermediary · EX-2026-0047Page 2
Page 3 · Timeline
EX-2026-0047
Timeline & Statutory Deadlines
The 45-day identification and 180-day exchange periods run concurrently from the sale closing date.
Relinquished sale closedComplete
45-day identification deadline14 days left
180-day exchange deadline149 days left
[QI firm legal name] · Qualified Intermediary · EX-2026-0047Page 3
Page 4 · Replacements
EX-2026-0047
Identified Replacement Properties
Under the 3-property rule. A Delaware Statutory Trust (DST) interest is an eligible replacement option.
0 of 3 replacement properties identified. Identification deadline is September 5, 2026 (14 days remaining). This section updates automatically as properties are added in the Identification Hub.
1
—
Pending identification
Slot reserved · 3-property rule
2
—
Pending identification
Slot reserved · 3-property rule
3
—
Pending identification
Slot reserved · DST eligible
[QI firm legal name] · Qualified Intermediary · EX-2026-0047Page 4
Page 5 · Settlement
EX-2026-0047
Relinquished Sale — Settlement Statement
456 Sunset Blvd, Los Angeles, CA 90028 · Closed July 22, 2026 · For lender verification of exchange.
| Line item | Credit | Debit |
|---|---|---|
| Contract sale price | $850,000.00 | — |
| Real estate commission (5%) | — | $42,500.00 |
| Title & escrow fees | — | $3,180.00 |
| County transfer tax | — | $935.00 |
| Prorated property tax | — | $2,140.00 |
| QI exchange fee | — | $750.00 |
| Net proceeds to qualified escrow | $800,495.00 | — |
Net proceeds were wired directly from closing to the Open1031 qualified escrow account. The exchanger did not have actual or constructive receipt of funds, preserving §1031 tax deferral.
[QI firm legal name] · Qualified Intermediary · EX-2026-0047Page 5
Page 6 · Escrow
EX-2026-0047
Qualified Escrow Statement
Funds held by Open1031 as Qualified Intermediary · Harborline Bank · qualified escrow under Treas. Reg. §1.1031(k)-1(g)(3).
| Account custodian | Harborline Bank |
| Account type | Segregated §1031 qualified escrow |
| Opening deposit (Jul 22, 2026) | $850,000.00 |
| Accrued interest (3.00% APY) | +$215.27 |
| QI fees applied | −$1,000.00 |
| Days held | 31 of 180 |
| Current balance | $849,215.27 |
[QI firm legal name] · Qualified Intermediary · EX-2026-0047Page 6
Page 7 · Form 8824
irs-form-generation
EX-2026-0047
IRS Form 8824 Worksheet
Like-Kind Exchanges · Tax year 2026 · Give this to your CPA
15FMV of like-kind property given up (relinquished sale price)$850,000
16FMV of like-kind property receivedPending close
17Adjusted basis of property given up$430,000
18Realized gain on exchange$420,000
19Cash / non-like-kind property received (boot)$0
22Recognized gain (taxable boot, if any)$0
24Deferred gain under §1031$420,000
25Basis of like-kind property received$430,000
Worksheet draft for CPA review only. Lines 16, 24, and 25 finalize once the replacement property closes. Figures are synthetic demonstration data; taxpayer ID masked as •••-••-6789. Not tax advice — confirm with your tax advisor before filing.
Open1031 · Form 8824 worksheet · irs-form-generation workflow
Page 7
Branding & Share
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Assembled on Vectr
The PDF is rendered by the document-generation workflow; the Form 8824 worksheet draws on irs-form-generation. Each export is logged to the append-only exchange audit trail.