Exchange Services
Replacement Property Identification
Build a written replacement shortlist around investment goals, equity, debt, timing, and the identification rules that fit the exchange.
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Forward Exchange Coordination
Sequence the QI engagement, relinquished-property sale, written identification, financing, and replacement acquisition.
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Qualified Intermediary Coordination
Keep QI selection, escrow instructions, funds custody, identification records, and closing documents aligned from the outset.
ExploreDST Placement Coordination
Compare DST options for passive ownership or backup identification, with time for sponsor, tax, legal, and securities review.
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NNN and STNL Property Sourcing
Screen net-lease opportunities by tenant credit, lease structure, property condition, debt fit, and realistic closing timing.
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Tax Advisor and CPA Coordination
Keep basis, debt replacement, California reporting, and potential boot questions organized for the investor's tax advisors.
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180 Day Closing Coordination
Coordinate lender, title, insurance, diligence, advisor review, and QI tasks through the 180-day completion deadline.
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Retail Replacement Sourcing
Review retail candidates through lease quality, tenant mix, visibility, condition, local approvals, and financing feasibility.
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Reverse Exchange Coordination
Organize title parking, financing, QI handoffs, and advisor questions when the replacement property must be acquired first.
ExploreMarket Comparable Analysis
Build a practical sale and lease comparison set to test pricing, income assumptions, and replacement-property feasibility.
ExploreMultifamily Replacement Sourcing
Compare multifamily candidates using rent evidence, operating history, property condition, financing, and local diligence needs.
ExploreLender Preflight Coordination
Confirm debt sizing, borrower requirements, insurance constraints, and lender timing before a candidate reaches the deadline path.
ExploreRent Roll Analysis
Reconcile leases, collections, concessions, expirations, and tenant obligations before relying on projected replacement income.
ExploreBoot Calculation Support
Organize cash, debt, and non-like-kind value for CPA review so possible taxable boot is visible before closing.
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Improvement Exchange Planning
Plan title parking, construction scope, lender draws, and deadline-sensitive improvements with the appropriate exchange professionals.
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Medical Office Replacement Sourcing
Assess medical office replacements by clinical buildout, parking, tenant credit, operating history, and closing dependencies.
Explore45 Day Identification Strategy
Use the 45-day window deliberately with precise identification language, early property screening, and realistic backup candidates.
ExploreExchange Documentation Assembly
Maintain a clear file of QI records, written identifications, diligence notes, lender items, and final closing documents.
ExploreSelf Storage Replacement Sourcing
Compare self-storage properties using occupancy, unit mix, operating records, physical condition, and market supply.
ExploreForm 8824 Preparation Support
Assemble exchange dates, values, QI records, and closing statements so the CPA has a cleaner Form 8824 file.
ExploreIndustrial Property Identification
Evaluate industrial and flex replacements by zoning, access, building specifications, tenant demand, and lender appetite.
ExploreT12 Financial Review
Review trailing operating results for recurring income, unusual expenses, utilities, insurance, and recoverable costs.
ExploreThree Property Rule Strategy
Compare primary and backup candidates under the three-property rule without losing sight of value, financing, or closing feasibility.
Explore95 Percent Rule Strategy
Evaluate the demanding 95 percent exception with your advisors when an identification list exceeds the usual value limits.
Explore200 Percent Rule Strategy
Track a broader replacement list under the 200 percent rule while monitoring aggregate value and each candidate's closing path.
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