Replacement Property Identification
Nationwide property search and identification support within your 45 day window.
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Charlotte 1031 Exchange Services
1031 Exchange Services
Comprehensive support for every stage of your 1031 exchange. From initial planning through successful closing, our Charlotte-based team handles the complexity so you can focus on your investment strategy.
Property Paths
Multifamily Replacement Search
Targeted multifamily property identification across Charlotte and nationwide markets.
Learn moreIndustrial Property Identification
Warehouse, logistics, and flex facility replacement options for your exchange.
Learn moreRetail NNN and STNL Identification
Triple net and single tenant net lease replacement property discovery.
Learn moreMedical Office Replacement
Healthcare facility identification for 1031 exchanges in Charlotte and beyond.
Learn moreSelf Storage Identification
Self storage facility replacement options for your North Carolina exchange.
Learn moreHospitality Replacement Search
Hotel and short term rental property identification under Rev Proc 2008 16.
Learn moreLand Replacement Identification
Development land and assemblage opportunities for 1031 exchanges.
Learn moreMixed Use Replacement
Mixed use property identification for Charlotte and nationwide exchanges.
Learn moreIdentification Strategies
Three Property Identification Strategy
Plan and execute the three property identification rule within 45 days.
Learn more200 Percent Rule Planning
Navigate the 200 percent identification rule for larger property portfolios.
Learn more95 Percent Exception Strategy
Structure identification to meet the 95 percent exception requirements.
Learn moreStructures
Forward Exchange Coordination
End to end management from relinquished sale through replacement closing.
Learn moreReverse Exchange Structuring
Exchange accommodation titleholder solutions for reverse exchanges.
Learn moreConstruction and Improvement Exchanges
Build to suit and improvement exchange escrow and documentation support.
Learn moreDST Placement Support
Introduction to Delaware Statutory Trust options for replacement property.
Learn moreTimelines
45 Day Deadline Tracking
Automated reminders and documentation for your identification deadline.
Learn more180 Day Closing Coordination
Timeline management to ensure replacement property closes within 180 days.
Learn morePlanning
Rent Roll Analysis
Income verification and tenant analysis for replacement property underwriting.
Learn moreT12 Financial Review
Twelve month trailing financial statement analysis for replacement properties.
Learn moreCapex Planning Assessment
Capital expenditure evaluation for replacement property due diligence.
Learn moreMarket Comp Analysis
Comparable property analysis for replacement identification and pricing.
Learn moreLender Preflight Support
Documentation and coordination to prepare replacement property financing.
Learn moreTax
Boot Calculation Review
Review boot exposure and tax implications before closing your exchange.
Learn moreReporting
Form 8824 Preparation Support
Documentation support for IRS Form 8824 filing requirements.
Learn moreExchange Documentation Audit
Review exchange documents for compliance and audit readiness.
Learn moreReady 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.