Addendum For Section 1031 Exchange
Plain-English form education, related documents, and how the pieces connect.
What this form is for
This addendum is to be attached to a contract where either party intends to use the property to accomplish a Section 1031 Exchange.
Key sections and how to complete the form
Use the form in order. The sections below explain the main decisions, blanks, disclosures, or deadlines the form is designed to address. Complete the actual form from the transaction facts and the instructions printed on the current version.
Connect it to the correct contract
Identify the property and underlying contract. An addendum is not a stand-alone sales contract.
Complete the transaction-specific elections
Use the checkboxes, blanks, dates, dollar amounts, or other elections that match the transaction facts described by the addendum.
Read the rights and deadlines created by the addendum
Many addenda change termination rights, delivery duties, payment obligations, or deadlines. Calendar those items immediately after execution.
Sign and keep it with the contract
Obtain required signatures/initials and keep the executed addendum with the contract file.
Related forms and resources
These documents may connect to this form depending on the property, financing, occupancy, disclosure requirements, or other facts of the transaction. Open the related resource to see what it does and how it is completed.
This page explains the form; complete the current official TREC version for the transaction. Form shown in this resource: TREC 60-0.
Open TREC contract formsNeed further assistance?
For transaction-specific questions, contact your broker or Broker Rochelle Fitzgerald at Fitz & Co. Real Estate.
For educational purposes only. Agents should verify current forms and consult with their broker when needed.