Julie Baird and Ashley Stefan Discuss 1031 Exchange Timing and Compliance in citybiz

First American Exchange Company President Julie Baird and Divisional Counsel Ashley Stefan were recently featured in citybiz for a Q&A focused on navigating the technical and deadline-driven nature of 1031 exchanges. In their discussion, they outline the critical 45-day identification and 180-day exchange timelines, and emphasize the importance of early planning, backup property identification, and precise documentation to avoid costly missteps. Together, Julie and Ashley explore how investors can approach exchanges strategically, leveraging structures like reverse and build-to-suit exchanges, coordinating closely with advisors, and proactively scenario planning to protect deferral and maintain compliance in changing market conditions.

Read the full Q&A on citybiz’s website.