Steps to completing your 1031 transaction: Let us show you the way...

1031 PROCESS

• Review the AEI portfolio

to identify your exchange

property

• Request and receive

property offering

package(s)

Closing Documents Prepared

Find a buyer for

your property

and complete

the sale

Sales proceeeds

are placed in

escrow with

your qualified

intermediary

(QI)

Fill-out, sign

and return

Purchaser

Questionnaire

(PQ)

Sign and

return

purchase

documents

Once received,

funding

date and

closing date

determined

• QI documents prepared

and executed

• Pre-closing conference

call with AEI

• Funds wired to AEI on

funding date

• To qualify for a 1031 exchange, you cannot take receipt of sales proceeds.

• 1031 exchanges must occur through a qualified intermediary (QI)

• You have 45 days from the sale of your relinquished property to identify a replacement property

• The minimum investment is $100,000 per replacement property

• AEI specialists will walk you through the entire process, from initial replacement property identification to purchase.

• You have 180 days to complete your 1031 exchange

DAY 1

DAY 45

DAY 180

Replacement Property Selection

Purchase Documents

• Purchase agreement, trust

agreement and ownership

record are prepared for

you by AEI

Purchase

complete

AEI sends

copies of

documents and

confirmation

statement to

buyer

Rental payments

begin

1300 Wells Fargo Place, 30 East Seventh Street • St. Paul, MN 55101

Call for more information: 800-328-3519 or learn more about AEI at aeifunds.com

Quality People. Quality Performance. Since 1970.

1031 EXCHANGE

process