Purchase Hub

Design System v2 · Purple · Replacement Acquisition

Demo exchanger: Matt Belcher (synthetic) Relinquished: 456 Sunset Blvd, Los Angeles CA · $850,000 Replacement: 789 Ocean Ave, Santa Monica CA · $875,000

PURCHASE HUB: Exchanger tab is read-only (seeded from Sales Hub). Identified properties from ID Hub carry over to Replacement Property tab with per-property allocation reconciled to the total. Tax-ID masked with eye toggle. One clear primary action per step. 180-day IRS close deadline visible at all times.

State A Tab 1: Exchanger — read-only, confirmed from Sales Hub, 96 days safe

State B Tab 2: Purchase Agreement — Neela extraction, empty state, 96 days safe

Purchase Hub

Close on your replacement property within the IRS 180-day window.

96 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live Treas. Reg. §1.1031(k)-1(b)(2)

Completion 17%

Replacement Acquisition Step 2 of 6

Upload your Purchase Agreement — I'll read it for you · Neela AI

Drop your executed Purchase & Sale Agreement here. I'll extract the property address, purchase price, closing date, and seller name automatically — no manual entry needed. If any field doesn't match what the QI expects, I'll flag it before you proceed.

Purchase & Sale Agreement Required to proceed

Fields Neela will extract automatically

Replacement property address

Purchase price

Projected closing date

Seller name

I confirm the Purchase Agreement details are accurate and the document is uploaded.

Upload your executed Purchase Agreement to enable this confirmation.

State C Tab 3: Seller — auto-populated from Purchase Agreement, 68 days warning

Purchase Hub

Close on your replacement property within the IRS 180-day window.

68 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live Treas. Reg. §1.1031(k)-1(b)(2)

Completion 33%

Replacement Acquisition Step 3 of 6

Neela extracted seller details from your Purchase Agreement. Review and confirm below. Edit any field if something doesn't look right.

Seller information

Seller name Pacific Properties LLC Extracted from Purchase Agreement

Entity type LLC Extracted

Seller address 101 Pacific Coast Hwy, Santa Monica, CA 90401 Extracted from Purchase Agreement

Seller representative Jordan Kim, Managing Member Extracted

Seller contact email jkim@pacificprop.example.com Extracted

Seller tax identification (required for IRS form 1099-S)

The QI needs the seller's EIN or SSN to file the 1099-S at closing. This is transmitted securely and never stored in plain text.

Seller EIN / SSN

•• •••••••

Stored encrypted · Not shared with third parties

I confirm the seller information is accurate and the seller's tax ID is on file.

State D Tab 4: Closing Company — populated, 68 days warning

Purchase Hub

Close on your replacement property within the IRS 180-day window.

68 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live Treas. Reg. §1.1031(k)-1(b)(2)

Completion 50%

Replacement Acquisition Step 4 of 6

Closing / escrow company

Company name Coastal Title & Escrow Inc. Extracted from Purchase Agreement

Escrow number ESC-2026-48821 Extracted

Closing company address 300 Wilshire Blvd, Suite 800, Santa Monica, CA 90401 Extracted

Escrow officer Sandra Ortiz Extracted

Escrow officer phone (310) 555-0188 Extracted

Wire instructions will be sent to the closing company

Once this hub is submitted, Open1031 will send the QI wire instructions directly to Coastal Title & Escrow Inc. You do not need to coordinate wire logistics separately. Never wire funds yourself — all exchange funds flow through the QI-controlled escrow account.

Projected closing date

Closing date in Purchase Agreement Nov 15, 2026 Extracted from Agreement

IRS 180-day deadline Dec 20, 2026

Margin before deadline 35 days buffer You're on track

I confirm the closing company details are accurate and the projected closing date is before the IRS deadline.

State E Tab 5: Replacement Property — identified properties from ID Hub, per-property allocation finalized, 42 days warning

KEY DESIGN MOMENT: The properties identified in the ID Hub are carried in here as the starting point. Each property shows the allocation from the ID Hub (the QI must account for all exchange funds). The exchanger reconciles the purchase price split, confirming how the proceeds are allocated across properties. This is the "finalize reconcile" step.

Purchase Hub

Close on your replacement property within the IRS 180-day window.

42 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live Treas. Reg. §1.1031(k)-1(b)(2)

Completion 67%

Replacement Acquisition Step 5 of 6

Properties carried over from your Identification Hub

These are the properties you identified during the 45-day window. Finalize the purchase price and allocation for each property below. Your total allocation must equal the total exchange proceeds ($850,000).

property-data-enrichment · daily refresh escrow-title-milestone-tracker · live

Identified replacement properties — 3-Property Rule (1 of 3 used)

789 Ocean Ave, Santa Monica, CA 90401

Like-kind real property · Identified FMV: $850,000

Carried from ID Hub

Being purchased

Finalize purchase details

Agreed purchase price $875,000 From Purchase Agreement

Exchange proceeds allocated here $850,000 Full exchange proceeds

Additional cash from exchanger $25,000 Boot — not tax-deferred

Allocation status Fully reconciled

Exchange proceeds allocated $850,000 of $850,000

You're adding $25,000 of your own cash ("boot")

Your purchase price ($875,000) exceeds exchange proceeds ($850,000) by $25,000. This additional cash ("boot") is not tax-deferred, but it does not trigger capital gains tax unless you receive boot rather than add it. Consult your tax advisor for your specific situation.

Exchange proceeds summary

Total exchange proceeds available $850,000

Allocated to 789 Ocean Ave $850,000

Unallocated proceeds $0 — fully allocated

I confirm the replacement property details and the allocation of exchange proceeds are accurate.

State F Tab 6: Sign & Submit — all prior tabs confirmed, 12 days critical, e-sign and submit enabled

State G Loading — hub data hydrating from Supabase

State H Blocked — prerequisite hub incomplete or Vectr workflow error

Purchase Hub

Close on your replacement property within the IRS 180-day window.

8 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live Treas. Reg. §1.1031(k)-1(b)(2)

Completion 50% — blocked

Purchase Hub is blocked — 2 issues must be resolved

You cannot submit this hub until the items below are resolved. With 8 days remaining, contact your QI immediately.

Closing company escrow number missing

Tab 4 · Coastal Title & Escrow requires a valid escrow number before the QI can send wire instructions.

Purchase direction not e-signed

Tab 6 · DocuSign envelope awaiting your signature. Your QI needs your written direction before two authorized officers can approve the closing disbursement.

Workflow retry in progress

escrow-title-milestone-tracker · retrying

The closing milestone sync failed (webhook timeout). Automatically retrying with exponential backoff — last attempt 4 min ago. Your data is safe; no action needed.

You need to act now — 8 days is very little time · Neela AI

I can draft a message to your escrow officer requesting the escrow number, and open your DocuSign envelope for signature. Both take under 2 minutes. Want me to help?

Neela guides and drafts. She never moves, holds, or releases your funds — that takes multi-party approval.

Open1031 Purchase Hub · Hub Design Language v2 · Synthetic demo data only · No NPI