Exchange Services
Comprehensive 1031 exchange services including property identification, timeline management, qualified intermediary coordination, and tax planning to ensure successful like-kind exchanges.
Timeline Management
45-Day Identification Period Management
Comprehensive support for identifying replacement properties within the 45-day identification period.
180-Day Exchange Period Coordination
Complete coordination for the 180-day exchange period including property closings and deadlines.
Exchange Deadline Tracking and Alerts
Automated tracking and alerts for all critical 1031 exchange deadlines and milestones.
Exchange Structures
Forward Exchange Structure Setup
Traditional forward exchange structure with qualified escrow and identification requirements.
Reverse Exchange Coordination
Reverse exchange coordination for situations requiring replacement property before relinquished property sells.
Improvement Exchange Planning
Planning and coordination for exchanges involving property improvements within the exchange period.
Build-to-Suit Exchange Support
Specialized support for build-to-suit exchanges with construction timelines and requirements.
Exchange Execution
Qualified Intermediary Services
Secure qualified intermediary services for holding exchange funds and coordinating transactions.
Nationwide Property Identification Assistance
Comprehensive assistance in identifying suitable replacement properties nationwide.
Due Diligence Coordination
Coordinated due diligence support for replacement property evaluation and selection.
Exchange Closing Coordination
Complete coordination of both relinquished and replacement property closings within exchange timelines.
Tax Planning
Tax Deferral Planning
Planning focused on maximizing tax deferral benefits through proper exchange structure and timing.
Boot Recognition Analysis
Analysis of potential boot recognition and strategies to minimize taxable gain in exchanges.
Relinquished Property Valuation Review
Independent review of relinquished property valuations for exchange planning and compliance.
Compliance & Reporting
Exchange Documentation and Reporting
Complete documentation and IRS reporting for 1031 exchange compliance and record keeping.
IRS Form 8824 Preparation Support
Support for IRS Form 8824 preparation and compliance with reporting requirements.
Exchange Audit Support
Comprehensive support and documentation preparation for potential IRS audits of exchange transactions.
Property Specializations
Multifamily Property Exchange Specialization
Specialized services for multifamily property exchanges in New York and nationwide markets.
Commercial Property Exchange Paths
Expert guidance for commercial property exchanges including office, retail, and industrial assets.
Vacation Home Exchange Support
Specialized support for vacation home exchanges following IRS safe harbor guidelines.
International Property Exchange Considerations
Guidance for exchanges involving international property ownership and tax treaty considerations.
Education & Consultation
1031 Exchange Education and Consultation
Educational consultation on 1031 exchange rules, requirements, and best practices.
Market Analysis and Briefing
Comprehensive market analysis and briefing on property types and exchange opportunities.
Exchange Readiness Assessment
Assessment of property portfolio and timing readiness for successful 1031 exchange execution.
Property Types
Multifamily Property Identification
Find replacement multifamily properties within your 45-day identification period.
Industrial Property Search
Locate industrial facilities and warehouses for like-kind exchange.
Triple Net Retail Properties
Identify NNN retail investments with predictable cash flow.
Medical Office Buildings
Find healthcare real estate for stable, long-term tenancy.
Self Storage Facilities
Locate self-storage assets with strong growth potential.
Hospitality Assets
Find hotels and hospitality properties for investment.
Land Development Sites
Identify land parcels suitable for development or holding.
Mixed Use Properties
Find properties combining residential and commercial space.
Need a Custom Exchange Solution?
Every exchange is unique. We can help design custom strategies, coordinate complex transactions, and provide specialized services tailored to your specific situation and property portfolio.