Arizona Qualified Intermediary

Local support for your Arizona 1031 exchange.

Selling real estate? A 1031 exchange lets you defer capital gains taxes and keep your money working. We make the process simple, personal, and close to home.

Defer capital gains

What is a 1031 exchange?

A 1031 exchange lets real estate investors and landowners defer taxes when property is sold and “exchanged” for new property of like kind.

Most exchanges work one of two ways: a simultaneous trade for other real estate, or selling to one party and acquiring replacement property from another. Unless the 1031 exchange is a simultaneous exchange, a qualified intermediary like Mesa 1031 is required to facilitate the exchange.

Learn how it works →
Why a local intermediary

A small team that answers the phone — and knows Arizona.

Here when you need us

You work with the same local team from your first call to the final closing — every question answered by someone who knows your file.

Local relationships

Your funds stay in an Arizona bank, and we work hand-in-hand with local CPAs, attorneys, title companies, and agents.

Flexible & creative

As a focused firm, we can structure complex and reverse exchanges that larger national shops often won’t take on.

Built for Arizona

From Mesa and Phoenix investors to family-owned ranch and farmland, we understand Arizona property.

The two deadlines that matter

The IRS gives you a strict clock. We track every date so you don’t have to.

45
days to identify replacement property
180
days to close the full exchange
How it works

Six steps, start to finish.

01

Reach out

Call or email and we’ll walk through your transaction, timeline, and questions — before anything is signed.

02

Send us the contract

Once you’re ready to sell, we send instructions to the title company and prepare your exchange agreement.

03

Close on your sale

Your sale closes as normal, but the net proceeds are placed into a secure 1031 account held in an Arizona bank.

04

Identify replacement

You have 45 days from closing to formally identify the replacement property you intend to acquire.

05

Close on your purchase

Within 180 days we advance the held funds and the replacement property is deeded directly to you.

06

Report the exchange

Your CPA reports the completed exchange on IRS Form 8824. We’re here for any questions along the way.

Types of exchanges

Built for every kind of deal.

T-01

Deferred (Forward)

Sell first, then use a qualified intermediary to acquire replacement property with the proceeds. The most common path.

T-02

Reverse

Acquire the replacement property before the relinquished property is sold — useful in competitive markets.

T-03

Construction

Use exchange proceeds to both purchase replacement property and build improvements on it.

T-04

Simultaneous

One property is exchanged for another at the same time, in a single coordinated closing.

Explore every type →
Free consultation

Thinking about selling? Let’s talk before you do.

A quick conversation now can protect a major share of your gain later. Talk it through with a local Arizona team that knows your deal.