Exchange Services

exchange services for Greater Newport Beach investors who need concrete replacement-property decisions, advisor-ready documentation, and deadline control.

in our areas.

Replacement Property Identification

Screen replacement candidates, backup paths, and advisor questions before the identification window closes.

45 Day Identification Strategy

Turn the 45 day identification period into ranked choices with written backup logic.

180 Day Closing Coordination

Coordinate lender, title, QI, and closing tasks around the 180 day deadline.

Three Property Rule Strategy

Compare primary and backup property options under the three property rule.

200 Percent Rule Strategy

Track aggregate value, backup choices, and identification records under the 200 percent rule.

95 Percent Rule Strategy

Use the 95 percent rule only when acquisition certainty and documentation are visible.

Forward Exchange Coordination

Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.

Reverse Exchange Coordination

Document replacement property facts so the exchange file survives closing and tax season questions.

Improvement Exchange Planning

Screen replacement candidates, backup paths, and advisor questions before the identification window closes.

Qualified Intermediary Coordination

Turn the 45 day identification period into ranked choices with written backup logic.

DST Placement Coordination

Coordinate lender, title, QI, and closing tasks around the 180 day deadline.

NNN and STNL Property Sourcing

Compare primary and backup property options under the three property rule.

Multifamily Replacement Sourcing

Track aggregate value, backup choices, and identification records under the 200 percent rule.

Industrial Property Identification

Use the 95 percent rule only when acquisition certainty and documentation are visible.

Retail Replacement Sourcing

Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.

Medical Office Replacement Sourcing

Document replacement property facts so the exchange file survives closing and tax season questions.

Self Storage Replacement Sourcing

Screen replacement candidates, backup paths, and advisor questions before the identification window closes.

Rent Roll Analysis

Turn the 45 day identification period into ranked choices with written backup logic.

T12 Financial Review

Coordinate lender, title, QI, and closing tasks around the 180 day deadline.

Market Comparable Analysis

Compare primary and backup property options under the three property rule.

Lender Preflight Coordination

Track aggregate value, backup choices, and identification records under the 200 percent rule.

Boot Calculation Support

Use the 95 percent rule only when acquisition certainty and documentation are visible.

Form 8824 Preparation Support

Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.

Tax Advisor and CPA Coordination

Document replacement property facts so the exchange file survives closing and tax season questions.

Exchange Documentation Assembly

Screen replacement candidates, backup paths, and advisor questions before the identification window closes.