1031 Exchange Services
Comprehensive support for every aspect of your Section 1031 exchange. From property identification to compliance reporting, we help you stay on track.
Property Types
Explore different property types for your 1031 exchange
Multifamily Properties
Multifamily Properties provide stable income streams through professionally managed apartment communities, making them a popular choice for 1031 excha...
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Industrial Properties
Industrial Properties offer resilient investment opportunities through distribution centers, warehouses, and flex spaces that serve essential supply c...
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Office Properties
Office Properties provide steady income through professional spaces occupied by businesses, law firms, and service providers, offering 1031 exchange i...
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Retail Properties
Retail Properties provide income through commercial spaces occupied by established retailers and service businesses, offering 1031 exchange investors ...
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Self Storage Properties
Capture resilient occupancy and automated operations across high growth Texas corridors.
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NNN Properties
Preserve passive cash flow with single tenant triple net leases backed by creditworthy operators.
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Mixed Use Properties
Blend retail, office, and residential income with carefully modeled absorption timelines.
Learn MoreCompliance
Services to ensure IRS compliance and proper documentation
Timeline Planning
Strategic planning to meet forty five day identification and one hundred eighty day exchange deadlines.
Learn MoreQualified Intermediary
Engage bonded, insured intermediaries who safeguard funds in segregated accounts with transparent reporting.
Learn MoreIdentification Rules
Structure three property, two hundred percent, or ninety five percent identification strategies tailored to your acquisition plan.
Learn MoreEscrow Management
Professional escrow services with dual authorization and transparent reconciliation reporting.
Learn MoreForm 8824 Preparation
Form 8824 Preparation ensures accurate completion of IRS Form 8824 for 1031 exchanges, capturing all required property details and exchange calculatio...
Learn MoreAudit Support
Audit Support provides comprehensive documentation and assistance for IRS audits of completed 1031 exchanges, ensuring investors can demonstrate compl...
Learn MoreCompliance Reporting
Compliance Reporting ensures ongoing adherence to 1031 exchange requirements throughout the entire exchange process, from initial planning through fin...
Learn MoreExchange Types
Different exchange structures to meet your needs
Forward Exchange
Coordinate the sale proceeds, identify within forty five days, and close the replacement within one hundred eighty days with escrow oversight.
Learn MoreReverse Exchange
Acquire the replacement asset first through a parked entity while your relinquished property sells on schedule.
Learn MoreImprovement Exchange
Use exchange funds for capital improvements with detailed draw schedules and compliance reporting.
Learn MoreBuild to Suit Exchange
Exchange into properties being constructed to meet specific requirements with construction monitoring.
Learn MorePlanning
Strategic planning and tax optimization services
Boot Calculation
Calculate taxable boot and structure exchanges to minimize immediate tax liability.
Learn MoreDepreciation Analysis
Analysis of depreciation recapture and tax implications in exchange structures.
Learn MoreState Tax Planning
Planning for state specific tax considerations and transfer tax requirements.
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Vacation Home Exchange
Navigate safe harbor rules for exchanging primary residences and vacation properties.
Learn MoreDue Diligence
Analysis and research services for informed decisions
Investor Education
Comprehensive education on 1031 exchange rules and strategies for informed decision making.
Learn MoreMarket Intelligence
Current market data and trends to inform replacement property selection nationwide.
Learn MoreReady to Start Your Exchange?
Our team specializes in Houston-area 1031 exchanges. Let's discuss your specific needs.
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