The playbook · Edition 045

The float: what a 1031 qualified intermediary is actually selling

The step-by-step playbook behind A $2,000,000 interest-free loan from the customer, exempted by Treasury for six months.

What is inside

1. The one-page conclusion
2. Phase A · Standing it up
3. Phase B · The first exchange
4. Phase C · The three clocks
5. Fees and venues
6. The rules that govern it
7. The exchange, end to end
8. Records and the diligence pack
9. Counterparties and dependencies
10. Who is responsible for what
11. Risk, gates and the long watch
12. The pre-assessment, in full
13. Cost, timeline and break-even
14. Launch checklist and the 30 / 60 / 90
15. Not yet verified
16. Sources