Exchange Services

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

Replacement Property Identification
Replacement Property Identification
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
45-Day Identification Strategy
45-Day Identification Strategy
Turn the 45 day identification period into ranked choices with written backup logic.
180-Day Closing Coordination
180-Day Closing Coordination
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
Three Property Rule Strategy
Three Property Rule Strategy
Compare primary and backup property options under the three property rule.
200% Rule Strategy
200% Rule Strategy
Track aggregate value, backup choices, and identification records under the 200 percent rule.
95% Rule Strategy
95% Rule Strategy
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Forward Exchange Coordination
Forward Exchange Coordination
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Reverse Exchange Coordination
Reverse Exchange Coordination
Document replacement property facts so the exchange file survives closing and tax season questions.
Improvement Exchange Planning
Improvement Exchange Planning
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Qualified Intermediary Coordination
Qualified Intermediary Coordination
Turn the 45 day identification period into ranked choices with written backup logic.
DST Placement Coordination
DST Placement Coordination
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
NNN and STNL Property Sourcing
NNN and STNL Property Sourcing
Compare primary and backup property options under the three property rule.
Multifamily Replacement Sourcing
Multifamily Replacement Sourcing
Track aggregate value, backup choices, and identification records under the 200 percent rule.
Industrial Property Identification
Industrial Property Identification
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Retail Replacement Sourcing
Retail Replacement Sourcing
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Medical Office Replacement Sourcing
Medical Office Replacement Sourcing
Document replacement property facts so the exchange file survives closing and tax season questions.
Self Storage Replacement Sourcing
Self Storage Replacement Sourcing
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Rent Roll Analysis
Rent Roll Analysis
Turn the 45 day identification period into ranked choices with written backup logic.
T12 Financial Review
T12 Financial Review
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
Market Comparable Analysis
Market Comparable Analysis
Compare primary and backup property options under the three property rule.
Lender Preflight Coordination
Lender Preflight Coordination
Track aggregate value, backup choices, and identification records under the 200 percent rule.
Boot Calculation Support
Boot Calculation Support
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Form 8824 Preparation Support
Form 8824 Preparation Support
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Tax Advisor and CPA Coordination
Tax Advisor and CPA Coordination
Document replacement property facts so the exchange file survives closing and tax season questions.
Exchange Documentation Assembly
Exchange Documentation Assembly
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.

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