Replacement Property Identification
Nationwide property search and identification support within your 45 day window.
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Charlotte 1031 Exchange
Our 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 moreHospitality Replacement Search
Hotel and short term rental property identification under Rev Proc 2008 16.
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 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 moreGuides
Capital Gains on Rental Property Explained
A plain language guide to how capital gains tax applies when you sell a rental property and how a 1031 exchange defers it.
Learn moreInherited Property Capital Gains Explained
A plain language guide to the stepped up basis rule on inherited property and how it changes your capital gains exposure.
Learn morePassive Real Estate Income Explained
A plain language guide to generating passive real estate income and how DST interests can accept 1031 exchange proceeds.
Learn moreThe Qualified Intermediary Role Explained
A plain language guide to what a qualified intermediary does and why one is required.
Learn moreWhat Is an NNN Lease
A plain language guide to how a triple net lease allocates expenses between landlord and tenant and what it means for an investor.
Learn moreHow to Reduce Capital Gains Tax on Real Estate
A plain language guide to the primary strategies investors use to reduce or defer capital gains tax on real estate sales.
Learn moreReverse 1031 Exchange Explained
A plain language guide to reverse exchanges and the exchange accommodation titleholder structure.
Learn moreCapital Gains on Investment Property Explained
A plain language guide to calculating capital gains on investment real estate and the deferral options available under Section 1031.
Learn moreThe 45 Day Identification Period Explained
A plain language guide to the 45 day identification window that governs every 1031 exchange.
Learn moreThe 180 Day Exchange Deadline Explained
A plain language guide to the 180 day closing deadline and how it interacts with the identification period.
Learn moreWhat Is Boot in a 1031 Exchange
A plain language guide to boot, how it arises, and how it is taxed in a 1031 exchange.
Learn moreLike Kind Property Explained
A plain language guide to the like kind property standard that governs exchange eligibility.
Learn moreImprovement and Build to Suit Exchange Explained
A plain language guide to using exchange proceeds for construction and improvements on replacement property.
Learn moreRelated Party 1031 Exchange Rules
A plain language guide to the special rules and holding periods that apply to related party exchanges.
Learn moreHome Sale Capital Gains Explained
A plain language guide to capital gains tax on a home sale, the Section 121 exclusion, and when a 1031 exchange may still apply.
Learn moreSecond Home Capital Gains Tax Explained
A plain language guide to how capital gains tax applies to a second home sale and the limited role of a 1031 exchange.
Learn moreDepreciation Recapture Explained
A plain language guide to how depreciation recapture is taxed on the sale of investment property and how it can be deferred.
Learn moreSection 121 Exclusion Explained
A plain language guide to the primary residence capital gains exclusion under Section 121 and how it differs from a 1031 exchange.
Learn moreHow to Invest in Real Estate Explained
A plain language guide to the main paths into real estate investing, from direct ownership to passive structures like DST interests.
Learn moreReal Estate Syndication Explained
A plain language guide to how real estate syndications are structured and why most syndication equity is not 1031 eligible.
Learn moreFractional Real Estate Investing Explained
A plain language guide to fractional real estate ownership through TIC and DST structures and their use in 1031 exchanges.
Learn moreReal Estate Crowdfunding Explained
A plain language guide to how real estate crowdfunding works and the important differences from 1031 eligible DST offerings.
Learn moreCommercial Real Estate Investing Explained
A plain language guide to commercial real estate investing fundamentals and how a 1031 exchange fits into a commercial strategy.
Learn moreBuilding Real Estate Cash Flow Explained
A plain language guide to building durable cash flow from real estate and how exchange timing affects income continuity.
Learn moreIs a Rental Property a Good Investment
A plain language guide to evaluating whether a rental property fits your goals and the exchange options available if it does not.
Learn moreTriple Net Lease NNN Investing Explained
A plain language guide to triple net lease investing and why NNN property is a common 1031 exchange replacement choice.
Learn moreSelf Storage Investing Explained
A plain language guide to self storage as an investment property type and its use as 1031 exchange replacement property.
Learn moreMultifamily Investing Explained
A plain language guide to multifamily real estate investing fundamentals and its role in 1031 exchange strategy.
Learn moreApartment Building Investing Explained
A plain language guide to apartment building investing, underwriting basics, and how an exchange can move you into this asset class.
Learn moreMobile Home Park Investing Explained
A plain language guide to mobile home park investing fundamentals and its treatment as like kind exchange property.
Learn moreIndustrial Real Estate Investing Explained
A plain language guide to industrial and warehouse property investing and its popularity as 1031 replacement property.
Learn moreMedical Office Investing Explained
A plain language guide to medical office building investing fundamentals and its fit within a 1031 exchange strategy.
Learn moreStructures
Forward Exchange Coordination
End to end management from relinquished sale through replacement closing.
Learn moreDST Placement Support
Introduction to Delaware Statutory Trust options for replacement property.
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 moreTimelines
180 Day Closing Coordination
Timeline management to ensure replacement property closes within 180 days.
Learn more45 Day Deadline Tracking
Automated reminders and documentation for your identification deadline.
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 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.
Free Charlotte Exchange Guidance
Start with the property you plan to sell.
Talk through the sale, timing, replacement priorities, direct ownership, net-lease property, and available DST options.