Success Stories
Illustrative workflow examples showing how different exchange records can be organized in 1031Assist
These are illustrative examples, not customer testimonials or claimed performance statistics.
Illustrative workflow for one relinquished property becoming three replacement assets across multiple states
This illustrative example shows how one relinquished property can turn into a coordinated multi-property replacement strategy. The value is not the geography or the exact numbers. The value is keeping timelines, support documents, and the replacement stack coherent in one record.
Sales Price
$2.8M
Replacement
$3.1M
Tax Deferred
$650K
Timeline
120 days total
Properties
1 → 3
Use this example to evaluate workflow fit, reporting shape, and exchange-record structure. It is not a customer endorsement or a claim about actual user performance.
Illustrative example
Illustrative repositioning example from one property type into another
This illustrative example shows a portfolio shift from one property type into another. The point is to show how exchange records, closing support, and multiple counterparties can be kept organized when a strategy changes mid-cycle.
Sales Price
$4.2M
Replacement
$4.5M
Tax Deferred
$950K
Timeline
140 days
Properties
4
Use this example to evaluate workflow fit, reporting shape, and exchange-record structure. It is not a customer endorsement or a claim about actual user performance.
Illustrative example
Illustrative first-exchange workflow showing the operating record a new investor needs
This illustrative example shows what a first exchange can feel like when the investor wants deadlines, support documents, and exchange notes kept in one place. It is meant to demonstrate workflow structure, not represent a named customer endorsement.
Sales Price
$850K
Replacement
$950K
Tax Deferred
$180K
Timeline
165 days
Properties
Multiple
Use this example to evaluate workflow fit, reporting shape, and exchange-record structure. It is not a customer endorsement or a claim about actual user performance.
Illustrative example
Illustrative consolidation example showing multiple relinquished assets rolling into one replacement
This illustrative example shows a consolidation workflow: multiple exits, one replacement target, and a heavier reporting burden. It exists to demonstrate the record structure and reporting shape the platform is designed to support.
Sales Price
$5.6M
Replacement
$6.2M
Tax Deferred
$1.4M
Timeline
175 days
Properties
4 → 1
Use this example to evaluate workflow fit, reporting shape, and exchange-record structure. It is not a customer endorsement or a claim about actual user performance.
Illustrative example