Planning a Property Sale
Build the exchange plan before the sale closes and the identification clock begins.
Boston 1031 Exchange Solutions
Selling investment or inherited property? Get free guidance, connect with the independent professionals your exchange requires, and compare direct real estate, net-lease and professionally managed DST replacement options.
Free exchange guidance
Boston and nationwide properties
Passive options with no day-to-day management
Start Where You Are
A Boston property owner does not need to arrive with the exchange figured out. Start with the sale, the current timing and what should change after closing.
Build the exchange plan before the sale closes and the identification clock begins.
Get urgent help organizing the next decisions, deadlines and independent professionals.
Understand the process in plain language and know what needs attention at each stage.
Review the property, ownership and sale facts before choosing an exchange or taxable sale.
Compare direct real estate with passive and professionally managed replacement options.
Create a practical property brief and evaluate Boston-area and nationwide opportunities.
Whatever stage you are in, a short conversation can clarify the next move.
Exchange guidance is free and there is no obligation.

A Complete Solution
A successful plan begins with the actual transaction: what is being sold, when it may close, how much equity may move forward and what the owner wants life after the sale to look like.
We help organize those facts, introduce independent qualified intermediaries and other appropriate professionals, and compare replacement paths without forcing every owner into the same answer.
1031 Exchange Solutions
Start with the planned sale, exchange equity, debt, timing and ownership goals. We help organize the path and connect the independent professionals the transaction requires.
Explore This PathCompare direct property, net-lease real estate and passive alternatives against income, control, management, financing and closing priorities.
Explore This PathExplore professionally managed, institutional-quality real estate without taking on another day-to-day landlord assignment.
Explore This PathBring ownership, basis, property use, co-owner goals and sale timing into one organized conversation before the property is sold.
Explore This PathDiscuss a replacement opportunity that appears before the current property sells, or an exchange whose deadline is already moving.
Explore This Path
Passive Replacement Options
A 1031 exchange does not have to lead to another renovation, another tenant call or another building that depends on the owner every day. Eligible investors can compare professionally managed DST properties alongside direct and net-lease real estate.
DST interests are securities and may be illiquid. Availability, projected income, sponsor, property, fees, leverage, investor eligibility and suitability vary and require review through an appropriately licensed securities professional.
How the Exchange Moves Forward
Before the property is listed
Clarify ownership, use, estimated equity, debt, management goals and the advisors who should review the planned sale.
Once the property is under contract
Engage an independent qualified intermediary before closing and align the exchange calendar, documents and closing instructions.
During the replacement search
Compare primary and backup options for income, control, workload, financing, diligence, risk and realistic closing probability.
Through replacement closing
Keep the qualified intermediary, closing team, lenders and advisors aligned as title, funding and property diligence move forward.
Call now and talk through what happens next with a 1031 exchange specialist.
Boston Coverage, Nationwide Options
Questions Owners Ask
These answers provide a starting point. The property owner’s CPA, attorney, qualified intermediary and other licensed professionals remain responsible for their specialized work.
Yes. Call as soon as possible. An independent qualified intermediary generally needs to be engaged before the relinquished-property sale closes, so the remaining time and transaction facts matter.
A 1031 exchange is not limited to Massachusetts replacement property. Investors can consider qualifying investment real estate in other U.S. markets, subject to the transaction facts and advice from their tax and legal professionals.
You can compare another directly owned property with net-lease and professionally managed DST options. Each path has different tradeoffs involving control, income, fees, liquidity, financing, concentration and risk.
It may, depending on ownership, use, basis, timing and the owner's intent. Because inherited-property facts vary, the property owner should involve a CPA and attorney before relying on an exchange strategy.
A Delaware statutory trust can hold institutional real estate through a professionally managed structure. DST interests are securities and may be illiquid; sponsor, property, fee, leverage, eligibility and suitability review is essential.
Some offerings may accept investments around $100,000, but minimums and availability vary. A licensed securities professional must determine eligibility and suitability and provide the applicable offering documents.
The transaction may require an independent qualified intermediary, CPA, attorney, brokers, lenders, closing professionals and, when a DST is considered, an appropriately licensed securities professional.

Free Boston 1031 Exchange Guidance
Start with a free conversation or request a current list of replacement property and DST options. There is no obligation.