Our Services
We help investors identify replacement properties, manage deadlines, and coordinate exchanges across all 50 states. Our services focus on replacement property identification first, with intermediary and compliance support as secondary services.
Source multifamily replacement properties for 1031 exchanges.
Learn More
How federal and New Mexico capital gains tax apply when a rental property sells, and how a 1031 exchange can defer the bill.
Learn More
How the step up in basis changes the capital gains picture for inherited property and when a later sale still creates a taxable gain.
Learn More
How investors generate passive income from real estate, and how a 1031 exchange can move equity into lower management assets.
Learn More
Why a Qualified Intermediary is required, what the role covers, and how the relationship is structured.
Learn More
Explore Delaware Statutory Trust options for replacement property.
Learn More
A mechanical breakdown of net lease structures, from single net to triple net, and what each shifts onto the tenant.
Learn More
A roundup of legitimate strategies real estate owners use to reduce or defer capital gains tax, including the 1031 exchange.
Learn More
How a reverse exchange works when the replacement property closes before the relinquished property sells.
Learn More
How the one hundred eighty day closing deadline is calculated and what can shorten it.
Learn More
A plain language look at how capital gains tax is calculated on investment real estate and when deferral is available.
Learn More
Plan and execute your 45 day identification deadline with strategic property selection.
Learn More
How the forty five day identification window works and how Albuquerque investors avoid missing it.
Learn More
Manage your 180 day closing deadline with precision coordination.
Learn More
Coordinate reverse exchanges using Exchange Accommodation Titleholders.
Learn More
Support for improvement exchanges and construction coordination.
Learn More
Identify single tenant NNN assets nationwide to match cap rate and credit goals.
Learn More
Find industrial and logistics properties for 1031 exchanges.
Learn More
Access curated retail property listings for replacement property identification.
Learn More
Identify medical office buildings as replacement property.
Learn More
Source self storage properties for 1031 exchange replacement.
Learn More
Analyze rent rolls for replacement property evaluation.
Learn More
Review trailing twelve month financials for replacement properties.
Learn More
Pull comparable sales and lease comps for replacement property evaluation.
Learn More
Prepare replacement properties for lender underwriting.
Learn More
Support underwriting analysis for replacement properties.
Learn More
Connect with bonded qualified intermediary partners.
Learn More
Coordinate with tax advisors for exchange planning and reporting.
Learn More
Review timeline, basis, and gain before starting your exchange.
Learn More
Draft compliant identification letters for your 45 day deadline.
Learn More
Deliver Form 8824 support files and closing documentation.
Learn More
Educational resources on 1031 exchange fundamentals and requirements.
Learn More
Understand what qualifies as like kind property for exchanges.
Learn More
A plain language guide to boot, why it is taxable, and how Albuquerque investors avoid triggering it.
Learn More
A procedural explainer on what like kind means for real property exchanges.
Learn More
How improvement exchanges let investors direct exchange funds toward construction on the replacement property.
Learn More
The two year holding requirement and other limits that apply when exchanging with a related party.
Learn More
How capital gains tax works on a home sale, including the primary residence exclusion and when a former home becomes exchange eligible.
Learn More
Why vacation and second homes are taxed differently than a primary residence, and what it takes to make one 1031 eligible.
Learn More
What unrecaptured Section 1250 gain is, how it is taxed, and how a 1031 exchange defers it along with the capital gain.
Learn More
How the primary residence capital gains exclusion works, its ownership and use tests, and how it interacts with rental use.
Learn More
An overview of the main paths into real estate investing, from direct ownership to passive structures like DSTs.
Learn More
How real estate syndications are structured, and why syndication equity generally does not qualify for a 1031 exchange.
Learn More
A comparison of fractional ownership structures, including which ones such as TICs and DSTs qualify for 1031 exchange treatment.
Learn More
How real estate crowdfunding platforms are structured, and where 1031 eligible DST offerings fit within that landscape.
Learn More
An overview of commercial real estate asset classes and income mechanics for investors considering a move into the sector.
Learn More
What drives net cash flow from real estate, and how repositioning equity through a 1031 exchange can improve it.
Learn More
A balanced look at the benefits and burdens of owning rental property, and the passive alternatives available through a 1031 exchange.
Learn More
How triple net lease properties work and why they are a common 1031 exchange replacement property choice for passive income.
Learn More
An overview of self storage as an asset class, its resilience and management profile, and its fit for a 1031 exchange.
Learn More
How multifamily property is classified, financed, and valued, and how it fits into a 1031 exchange strategy.
Learn More
A practical, ownership focused look at operating smaller apartment buildings, from financing thresholds to hands on management.
Learn More
How the land lease model behind manufactured housing communities produces its cap rate and management profile.
Learn More
An overview of warehouse and logistics property demand drivers and why the asset class appeals to 1031 exchange investors.
Learn More
How medical office buildings differ from standard office space, including tenant stickiness and 1031 exchange fit.
Learn More
Plan your identification using the three property rule for maximum flexibility.
Learn More
Use the 200 percent rule to identify multiple replacement properties.
Learn More
Next Step
Don't let your 45-day identification deadline pass. Contact us now to begin identifying qualified replacement properties for your tax-deferred exchange.