Exchange Services
Comprehensive support for Phoenix investors managing 1031 exchanges. From replacement property identification to deadline tracking and compliance coordination.
Forward Exchange Coordination
Structured project management for investors selling and replacing property.
Replacement Property Shortlist
Targeted replacement sourcing focused on cash flowing assets nationwide.
Reverse Exchange Structuring
Acquisition before sale coordination with qualified intermediary support.
Improvement Exchange Management
Build to suit and construction coordination within exchange timelines.
DST Placement Advisory
Delaware Statutory Trust evaluation and placement coordination.
Portfolio Alignment Consultation
Multi property exchange strategies and identification planning.
Identification Deadline Tracking
Forty five day identification window monitoring and alerts.
Closing Deadline Coordination
One hundred eighty day completion window management and escalation.
Three Property Identification Strategy
Three property identification path planning and documentation.
Two Hundred Percent Identification Strategy
Two hundred percent identification path planning and documentation.
Ninety Five Percent Identification Strategy
Ninety five percent identification path planning and documentation.
Qualified Intermediary Coordination
Third party qualified intermediary selection and coordination.
Escrow and Title Coordination
Title company and escrow officer coordination for exchange compliance.
Lender Preflight Coordination
Financing timeline alignment with exchange deadlines.
Boot Calculation Support
Boot identification and tax impact estimation support.
Form 8824 Preparation Support
IRS Form 8824 documentation support and review coordination.
Rent Roll Analysis
Replacement property rent roll review and income verification.
Trailing Twelve Analysis
T12 financial statement review for replacement property evaluation.
Market Comparison Research
Comparable property research and market positioning analysis.
Capex Planning Support
Capital expenditure planning and reserve analysis for replacement properties.
Exchange Education Workshops
Educational workshops on 1031 exchange rules and compliance.
Exchange Timeline Planning
Pre exchange timeline planning and milestone mapping.
We can help with that
Our team specializes in custom exchange solutions for Phoenix investors.
Contact UsReady to discuss your exchange?
Connect with our team to discuss your 1031 exchange needs and replacement property objectives.
Contact Us