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About Contact Starting an Exchange

Starting an Exchange

Starting an Exchange

How to begin an Exchange?

It’s important to understand the types of exchanges available to your clients.

To get a §1031 Exchange started, contact us at (800) 332-1031 and ask to speak to one of our Exchange Counselors.

You can also fill out the following form and one of our Exchange Counselors will contact you within 24 hours.

This form may be submitted by fax (408) 356-0808 or e-mail [email protected]

    Starker representative (if known)
    Client information
    Client Name (Exchanger - the Relinquished Property Seller)*
    First Name
    Last Name
    Entity Name (If different from client name)
    Street Address
    Address Line 2
    City
    State / Province / Region
    ZIP / Postal Code
    Country
    Email*
    Confirm Email*
    Cell Phone
    Is there more than 1 Exchanger for this account?
    Contact Name Name of person Starker should contact (if different from Exchanger)
    Contact Info Email or phone for person Starker should contact
    Relinquished Property Information: (Property being sold)
    Please complete as much information as possible
    Estimated Closing Date
    Property Address
    City
    State
    ZIP / Postal Code
    Do you have further Relinquished Property info?
    Parcel Number (APN)
    Sales Price ($)
    Buyer Name
    Seller will offer Carryback Financing?
    Explain what the Carryback Financing is.
    Closer (Escrow Company / Settlement Agency) for Relinquished Property Sale
    Do you have Closer (Escrow/Settlement) info?
    Contact First Name
    Contact Last Name
    Company Name
    Mailing Address - Street Address
    Address Line 2
    City
    State
    ZIP / Postal Code
    Phone
    Email
    File Number
    Real Estate Agent/Broker Information (if any)
    Do you have Real Estate Agent/Broker info?
    Agent First Name
    Agent Last Name
    Company Name
    Mailing Address - Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Alternate Phone
    Email
    Exchanger's Attorney (if any)
    Do you have any Attorney info?
    Attorney First Name
    Attorney Last Name
    Firm Name
    Mailing Address - Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    Exchanger's Tax Advisor (if any)
    Do you have any Attorney info?
    Advisor First Name
    Advisor Last Name
    Firm Name
    Mailing Address - Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    Should somebody else receive copies of the 1031 exchange documents?
    1031 document copies?
    If so, who?
    First Name
    Last Name
    Relationship
    Mailing Address - Street Address
    City
    State
    ZIP / Postal Code
    Phone
    Email
    Who referred you to Starker?
    First Name
    Last Name
    Company
    Mailing Address - Street Address
    City
    State
    ZIP / Postal Code
    Email
    Phone
    Company
    Thank you for your business.
    Additional information we should know. (optional)