Replacement Property Shortlist
Targeted replacement sourcing focused on cash flowing assets across greater Phoenix.
Overview
Replacement property shortlist service provides targeted replacement sourcing focused on cash flowing assets nationwide. We evaluate investor objectives, debt requirements, and hold periods to produce a curated shortlist of replacement options for Phoenix, AZ investors.
Our nationwide network includes multifamily, industrial, DST, and net lease candidates with rent roll summaries, expense benchmarks, and risk notes. Market scans cover Phoenix, Scottsdale, Tempe, Mesa, Chandler, and Gilbert, plus out of state options when diversification is part of the strategy.
Highlights
- Market scans across Phoenix, Scottsdale, Tempe, Mesa, Chandler, and Gilbert.
- Rent roll and trailing twelve analysis for every shortlisted property.
- Financing compatibility review covering leverage, DSCR, and amortization.
What's Included
- Market scans across Phoenix, Scottsdale, Tempe, Mesa, Chandler, and Gilbert
- Nationwide property identification support
- Rent roll and trailing twelve analysis for every shortlisted property
- Financing compatibility review covering leverage, DSCR, and amortization
- Three to five candidate profiles with pricing guidance and upside considerations
- Debt replacement worksheet with side by side loan scenarios
- Identification decision matrix ranking assets against investor criteria
- DST and TIC introduction coordination when appropriate
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Arizona income tax on qualifying real property. It does not remove state or county transfer taxes. DST or TIC may be securities. We do not sell securities. We provide introductions to licensed providers only.
Frequently Asked Questions
How do you qualify shortlist properties for Phoenix, AZ investors?
We review leases, vendor contracts, and local absorption trends to confirm that each candidate can close within the one hundred eighty day exchange period for Phoenix, AZ investors. Every property includes rent roll analysis and financing compatibility review.
What identification rules apply when shortlisting properties in Phoenix, AZ?
Phoenix, AZ investors can identify up to three properties under the three property rule, or unlimited properties under the two hundred percent rule if total value does not exceed two hundred percent of relinquished property value. We help structure identification lists accordingly.
Are DSTs or TICs included in shortlists for Phoenix, AZ exchanges?
Yes. When appropriate we include DST, TIC, or fractional interests with verified sponsor track records for Phoenix, AZ investors. DST or TIC may be securities. We do not sell securities. We provide introductions to licensed providers only.
What happens if boot is received in a Phoenix, AZ exchange?
Boot received in a Phoenix, AZ exchange is subject to immediate taxation. We help investors structure transactions to minimize boot and estimate tax impacts before closing.
Can the shortlist include out of state assets for Phoenix, AZ investors?
If diversification is part of the strategy we present options inside and outside Arizona for Phoenix, AZ investors while prioritizing feasibility for the Phoenix timeline. Nationwide identification support is available.
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Discuss your exchange timeline and replacement objectives with our Phoenix team.
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