Three-stage checklist: before listing, at listing, after accepting an offer
Checklist
The Pre-Sale Planning Checklist
What to organize and confirm before you list an appreciated property.
What's Inside
What you'll find in this guide
A document gathering checklist so you're not scrambling at closing
An adviser coordination checklist — CPA, attorney, QI, and adviser
The timing mistakes that can eliminate your exchange options entirely
The best time to plan a 1031 exchange is before you list — not after you've accepted an offer. This free checklist walks through exactly what to organize and who to involve, broken into before listing, at listing, and after accepting an offer.
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This material is for educational and informational purposes only and does not constitute investment, tax, accounting, or legal advice. Delaware Statutory Trusts are illiquid, involve sponsor and real estate risk, are generally available only to accredited investors, and may result in loss of principal. Insight Investment Advisers — decision-first, product-second.
