Local Expertise
Charlotte-based advisors who understand Mecklenburg County recording timelines, North Carolina transfer tax requirements, and regional market dynamics.
About Our Team
Charlotte 1031 Exchange Experts
Local expertise meets nationwide property identification. Our Charlotte-based team coordinates every aspect of your 1031 exchange with precision, compliance, and investor-focused service.
Our Approach
What Sets Us Apart
We combine Charlotte market knowledge with nationwide property identification capabilities to deliver seamless 1031 exchange experiences.
Nationwide Reach
Property identification and exchange coordination across all 50 states, with vetted qualified intermediary partners in every major market.
Compliance First
Attorney-reviewed documentation, CPA-approved calculations, and automated deadline tracking to keep every exchange audit-ready.
Investor Focused
We prioritize your timeline, budget, and investment goals. Every exchange plan is customized to your specific situation and objectives.
How We Work
Our Exchange Process
From initial consultation through closing, we guide you through every milestone with clear communication and proactive support.
01
Initial Consultation
We review your relinquished property, timeline, and replacement goals to create a customized exchange roadmap.
02
Property Identification
Our team identifies vetted replacement properties within your 45-day window, with full due diligence support.
03
Exchange Coordination
We coordinate with brokers, lenders, attorneys, and qualified intermediaries to ensure smooth closing within 180 days.
04
Documentation & Reporting
Complete Form 8824 support, audit-ready documentation, and ongoing compliance monitoring for your records.
Ready to Start Your Exchange?
Contact our Charlotte team to discuss your specific situation and how we can support your 1031 exchange goals.
Ready to start?
Let's make your next 1031 exchange effortless.
Talk with a specialist today and get a tailored plan for your timeline, properties, and tax objectives.