How it works

ExchangeBridge supports two distinct workflows on one platform — pick the flow most relevant to you.

From relinquished sale through identification, replacement, and distribution — every 1031 step in one governed workflow.

01

Sponsor submits a replacement offering

A DST or 721 UPREIT sponsor uploads the PPM, operating agreement, track record, and key terms. The platform captures the data needed for comparison and review.

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Sponsor submits a replacement offering
Step 1: Sponsor submits a replacement offering
02

Platform admin reviews and validates

Submission moves through a structured review queue. Admins confirm documents, check consistency, and flag missing items before approval.

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Platform admin reviews and validates
Step 2: Platform admin reviews and validates
03

Advisors search the 1031 marketplace

1031 advisors, broker-dealers, and RIAs filter by property type, projected return, hold period, and sponsor history to find suitable replacements within the 45-day window.

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Advisors search the 1031 marketplace
Step 3: Advisors search the 1031 marketplace
04

Model debt replacement & boot

Advisors model debt relief vs. replacement debt, allocation across multiple DSTs, and cash boot exposure to support client identification decisions.

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Model debt replacement & boot
Step 4: Model debt replacement & boot
05

Distribute approved opportunities

Once approved, replacement offerings are released to qualified investor groups with full visibility into who accessed what and when.

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Distribute approved opportunities
Step 5: Distribute approved opportunities

Want to see the platform in action?

Our team can walk you through each flow with examples tailored to your role.

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