Turnkey 1031 Exchange Solutions
Start with what you need the exchange to accomplish.
Get free guidance, compare direct and passive replacement paths, find the professionals the transaction requires, and keep the sale-to-closing process moving.
Most Requested Solutions
Help for the decisions that move the exchange forward.
Forward 1031 Exchange Solutions
Coordinate the standard sell-first, buy-next exchange path from relinquished escrow through replacement closing.
Explore this solutionReplacement Property Identification
Build a practical replacement-property slate before the 45-day identification window controls the negotiation.
Explore this solutionDST Replacement Properties
Coordinate DST replacement options for investors seeking passive real estate exposure within an exchange plan.
Explore this solutionQualified Intermediary Help
Coordinate with the QI so exchange proceeds, identification notices, assignments, and closing handoffs stay organized.
Explore this solutionReverse 1031 Exchange Solutions
Plan buy-first structures when the right replacement property appears before the relinquished asset is sold.
Explore this solutionNNN and STNL Property Sourcing
Source net lease and single-tenant net lease replacement assets by tenant credit, term, rent structure, and closing reliability.
Explore this solutionMore Exchange Services
Technical support when the transaction needs it.
CPA and Tax Advisor Support
Keep the investor's CPA and tax advisor aligned with exchange economics, deadlines, documents, and decision points.
View service180 Day Exchange Closing Support
Coordinate diligence, financing, escrow, and contingency decisions so replacement property can close inside the exchange period.
View service45 Day Identification Strategy
Use the 45-day window intentionally with rule selection, backup planning, and written identification discipline.
View serviceIndustrial Property Identification
Identify industrial replacement properties by clear height, loading, tenant demand, lease terms, and logistics location.
View serviceImprovement Exchange Planning
Structure replacement purchases with planned improvements, construction timing, and exchange-value targets in view.
View serviceMultifamily Replacement Sourcing
Source apartment and small multifamily replacement properties by income durability, rent roll quality, and financing fit.
View serviceRetail Replacement Sourcing
Source retail replacement assets by tenant mix, trade area, lease rollover, co-tenancy, and residual location value.
View serviceMedical Office Replacement Sourcing
Source medical office replacements by tenant stability, build-out quality, parking, referral access, and lease terms.
View serviceSelf Storage Replacement Sourcing
Evaluate self-storage replacements by occupancy, rate management, unit mix, competition, and operating controls.
View serviceRent Roll Analysis
Review tenant schedules, lease terms, collections, concessions, deposits, and rollover risk before replacement decisions.
View serviceT12 Financial Review
Review trailing twelve month income and expenses to test replacement-property performance before exchange funds are committed.
View serviceMarket Comparable Analysis
Compare replacement pricing, rents, cap rates, and location factors before final identification or offer decisions.
View service1031 Exchange Financing Preparation
Test financing fit early so debt replacement, appraisal timing, DSCR, and lender conditions do not derail the exchange.
View serviceBoot Calculation Support
Coordinate purchase, debt, cash, and non-like-kind value assumptions so potential boot exposure is visible early.
View serviceForm 8824 Preparation Support
Organize exchange facts, dates, values, and closing documents for tax-preparer review of Form 8824.
View serviceExchange Documentation Assembly
Assemble sale, QI, identification, purchase, lender, escrow, and advisor records into one exchange file.
View serviceThree Property Rule Strategy
Prioritize up to three replacement properties with enough depth to avoid fragile or speculative identification choices.
View service200 Percent Rule Strategy
Use broader identification flexibility while monitoring aggregate value, closability, and backup asset quality.
View service95 Percent Rule Strategy
Plan high-completion identification structures when a broad list requires nearly all identified value to be acquired.
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