1031 Exchange Client Questionnaire

This questionnaire helps gather essential information about your property exchange to ensure a smooth process.

Please complete all applicable sections and return to Olympic 1031 Exchange.

• Property Address

• City, State, ZIP Code

• Property Type (Residential, Commercial, Land, Multi-Family)

• Estimated Sale Price

• Original Purchase Price and Date

• Depreciation Taken (if applicable)

• Expected Close Date

• Property Address(es) Being Considered

• Estimated Purchase Price(s)

• Property Type(s)

• Timeline for Acquisition

• Forward Exchange (selling first)

• Reverse Exchange (buying first)

• Improvement Exchange

Name, Phone, Email, and Best Time to Contact

Submit your information through our online Partner Portal or contact us directly.