Exchange package — shared by your QI

DocumentsExchange package

Shared by Priya Anand, QI officer at Summit QI Services

Shared Aug 3, 2026 · 8 sections · 9 pages · PDF, 1.2 MB

Your QI prepared this package. To change anything in it, message your QI; they share each new version here.

Summit QI Services QUALIFIED INTERMEDIARY OF RECORD
EX-2026-0047

1031 tax-deferred exchange package

Exchange record & tax filing package

Prepared for Matt Belcher by Summit QI Services

Exchanger: Matt Belcher
Exchange ID: EX-2026-0047
Relinquished property: 456 Sunset Blvd, Los Angeles, CA 90028
Exchange type: Forward (delayed)
Qualified Intermediary of record: Summit QI Services
QI officer: Priya Anand

Summit QI Services · EX-2026-0047 · Synthetic demonstration dataPage 1

Summit QI Services EX-2026-0047

Exchange summary

A like-kind exchange of real property held for investment.

Exchanger	Matt Belcher
Exchange type	Forward (delayed)
Relinquished property	456 Sunset Blvd, Los Angeles, CA 90028
Sale price	$850,000
Sale closed	July 22, 2026
Qualified Intermediary of record	Summit QI Services
QI officer	Priya Anand
Qualified escrow	Held by Summit QI Services at Harborline Bank, N.A.

Summit QI Services · EX-2026-0047Page 2

Pages 3 to 9 follow: the timeline, replacement properties, settlement and escrow statements, the Form 8824 worksheet and the document index.

Summit QI Services is the Qualified Intermediary of record. Open1031 is the software platform they run on. This package is not legal or tax advice; review it with your tax advisor. All names and figures on this page are synthetic demonstration data.