Exchange Services

Start with the problem in front of you—or call once for a complete Virginia 1031 exchange solution.

Plan with clarity

Exchange Services

Replacement Property Solutions

Replacement Property Solutions

Build a primary list and credible backup paths around equity, debt, income, control, and closing probability.

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Forward Exchange Coordination

Forward Exchange Coordination

Practical help with forward exchange coordination, including timing, property facts, and the professionals the exchange may require.

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Qualified Intermediary Setup

Qualified Intermediary Setup

Get an independent qualified intermediary involved before closing and keep transaction facts moving cleanly.

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DST & Passive Property Options

DST & Passive Property Options

Compare direct ownership with professionally managed DST interests when less landlord work matters.

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NNN and STNL Property Sourcing

NNN and STNL Property Sourcing

Practical help with nnn and stnl property sourcing, including timing, property facts, and the professionals the exchange may require.

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Tax Advisor and CPA Coordination

Tax Advisor and CPA Coordination

Practical help with tax advisor and cpa coordination, including timing, property facts, and the professionals the exchange may require.

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Replacement Closing Support

Replacement Closing Support

Keep lender, title, inspection, intermediary, and funding dependencies moving toward replacement closing.

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Retail Replacement Sourcing

Retail Replacement Sourcing

Practical help with retail replacement sourcing, including timing, property facts, and the professionals the exchange may require.

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Reverse Exchange Coordination

Reverse Exchange Coordination

Practical help with reverse exchange coordination, including timing, property facts, and the professionals the exchange may require.

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Market Comparable Analysis

Market Comparable Analysis

Practical help with market comparable analysis, including timing, property facts, and the professionals the exchange may require.

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Multifamily Replacement Sourcing

Multifamily Replacement Sourcing

Practical help with multifamily replacement sourcing, including timing, property facts, and the professionals the exchange may require.

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Financing & Debt Replacement

Financing & Debt Replacement

Test loan structure, lender timing, and replacement debt before a candidate becomes the only path.

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Rent Roll Analysis

Rent Roll Analysis

Practical help with rent roll analysis, including timing, property facts, and the professionals the exchange may require.

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Boot Calculation Support

Boot Calculation Support

Practical help with boot calculation support, including timing, property facts, and the professionals the exchange may require.

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Improvement Exchange Planning

Improvement Exchange Planning

Practical help with improvement exchange planning, including timing, property facts, and the professionals the exchange may require.

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Medical Office Replacement Sourcing

Medical Office Replacement Sourcing

Practical help with medical office replacement sourcing, including timing, property facts, and the professionals the exchange may require.

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45-Day Identification Planning

45-Day Identification Planning

Use the early weeks to compare property fit, financing, title, diligence, and the ability to close.

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Exchange Documentation Assembly

Exchange Documentation Assembly

Practical help with exchange documentation assembly, including timing, property facts, and the professionals the exchange may require.

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Self Storage Replacement Sourcing

Self Storage Replacement Sourcing

Practical help with self storage replacement sourcing, including timing, property facts, and the professionals the exchange may require.

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Form 8824 Preparation Support

Form 8824 Preparation Support

Practical help with form 8824 preparation support, including timing, property facts, and the professionals the exchange may require.

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Industrial Property Identification

Industrial Property Identification

Practical help with industrial property identification, including timing, property facts, and the professionals the exchange may require.

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T12 Financial Review

T12 Financial Review

Practical help with t12 financial review, including timing, property facts, and the professionals the exchange may require.

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Three Property Rule Strategy

Three Property Rule Strategy

Practical help with three property rule strategy, including timing, property facts, and the professionals the exchange may require.

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95 Percent Rule Strategy

95 Percent Rule Strategy

Practical help with 95 percent rule strategy, including timing, property facts, and the professionals the exchange may require.

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200 Percent Rule Strategy

200 Percent Rule Strategy

Practical help with 200 percent rule strategy, including timing, property facts, and the professionals the exchange may require.

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Ready to organize the exchange?

Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.

Start Exchange Review