Description
1031 Exchange Property Qualification Eligibility Criteria Scoring Tool
What It Is
• A professional-grade 1031 exchange eligibility scoring sheet to quickly assess if your property qualifies
• Designed for real estate investors, agents, and tax professionals to save time and reduce mistakes
Who It’s For
• Real estate investors evaluating like-kind properties
• Realtors guiding clients through 1031 exchange eligibility
• CPAs and tax advisors supporting property owners
• Property managers and investment consultants
What’s Included
• 1031 exchange property qualification scoring tool (Excel format)
• Step-by-step criteria checklist
• Pre-loaded scoring formulas to auto-calculate readiness
• Reference guide for IRS rules and property eligibility
• Editable fields for custom scenarios
How to Use It
• Input property details into the scoring tool
• Follow the built-in criteria prompts to assess eligibility
• Review the auto-scored readiness level before engaging a Qualified Intermediary
• Save or print for client and tax documentation
Why It’s Helpful
• Reduces risk of failed exchanges by identifying non-qualifying properties early
• Ensures compliance with IRS like-kind rules and timelines
• Provides a structured, evidence-based property evaluation process
• Helps investors and advisors communicate readiness with confidence
Software Compatibility
• Works with Microsoft Excel, Google Sheets, and other spreadsheet programs supporting .xlsx files
Instant Download Info
• Access your file immediately after purchase
• No physical product shipped
• Fully editable and reusable for multiple properties
