Market Brief
1031 Exchange services in Boston, MA
Boston, MA anchors New England's commercial real estate market with a blend of financial services, higher education, healthcare, and innovation economy employers. Core submarkets like Back Bay, Seaport, Cambridge, and the Financial District generate significant capital gains events for investors who later redeploy proceeds through 1031 exchanges. High asset values, multi-jurisdictional transfer taxes, and compressed timelines make structured identification processes essential for Boston owners seeking to defer capital gains while diversifying into other markets.
We help Boston investors coordinate nationwide replacement property searches that align with strict 45-day identification and 180-day acquisition milestones. Our team curates property lists across single-tenant net lease assets, multifamily portfolios, medical office buildings, and logistics facilities, pairing each opportunity with underwriting support and exchange compliance guidance. Whether an investor is selling a Back Bay mixed-use property or a suburban medical office, we deliver curated options that preserve equity and stabilize post-exchange cash flow.
Boston exchanges often require coordination with Qualified Intermediaries, tax advisors, and local counsel to navigate municipal filings and documentary stamp requirements. We centralize communication, provide deadline tracking, and supply investor-ready documentation that keeps every stakeholder aligned. Investors maintain visibility into property availability nationwide while receiving Boston-centric guidance on how each asset supports their exchange objectives.
Search our service areas
Based in Boston, MA. Nationwide identification support within 45-day and 180-day deadlines.
Popular Paths
What Boston, MA investors pick first
Boston Market Scan
Most Boston investors begin with rapid identification intel covering Back Bay, Seaport, Cambridge, and suburban nodes before deciding whether to redeploy locally or nationwide.
Service · #2Nationwide STNL Identification
Commercial properties with tenant-responsible expense structures deliver consistent rental income where corporate lessees cover all operating costs, creating passive ownership models that appeal to Boston investors seeking hands-off replacement properties after disposing of active management assets.
Property Type · #3Mixed-Use Portfolio
Mixed-use assets mirror Boston's urban fabric and allow investors to blend retail, office, and multifamily exposures while maintaining institutional-quality holdings.
Service · #4Multifamily Rollover Strategy
Many Boston exchanges involve rolling out of smaller triple-deckers or brownstones and into larger stabilized multifamily portfolios in growth markets.
Property Type · #5Life Science and Lab
Life science facilities remain a core thesis for Boston investors who want to stay close to the region's biotech ecosystem while capturing premium rents.
Service · #6Timeline Command Center
Coordinating simultaneous Boston sale closings and multistate acquisitions requires disciplined milestone tracking to protect identification and closing deadlines.
Capabilities
1031 exchange services for Boston, MA
Full-stack identification, diligence, and compliance coordination delivered from Boston command centers.
Timelines
Property Paths
- Boston Market ScanCambridge, Back Bay, and Seaport intel for investors who need local color fast.
- Nationwide STNL IdentificationSingle tenant retail and logistics assets sourced across all 50 states.
- Single Tenant Retail Priority ListConvenience, pharmacy, QSR, and daily needs credits ready for diligence.
- Multifamily Rollover StrategyHigh density swaps into stabilized apartment towers and mixed-use cores.
- Industrial Logistics TargetingLast mile, cold storage, and port-logistics recorded to match Boston capital.
- Medical Office Acquisition PathClinic, urgent care, and lab space selections that satisfy strict underwriting.
- Self Storage Match ListClimate-controlled and drive-up facilities with proven lease-up curves.
- Hospitality Transition PlanFlagged select-service hotels and leisure portfolios vetted for exchange use.
Structures
- Reverse Exchange BlueprintExchange accommodation title work staged before the relinquished sale closes.
- Improvement Exchange RoadmapBuild-to-suit sequencing with contractor draw oversight.
- Two Hundred Percent Coverage PlanPortfolio-level modeling that keeps exposure within IRS ratios.
- Ninety-Five Percent CertificationYield stacking for institutions who want surplus options yet full compliance.
Execution
Reporting
- Rent Roll DiligenceLease audit service covering estoppels, CPI bumps, and tenant credits.
- T12 Cash Flow ReviewIncome statement normalization for institutional sign-off.
- Capex Forecasting LabReserve modeling for roofs, systems, and site improvements.
- Form 8824 WorkpapersDocument sets CPAs rely on for Massachusetts and federal filings.
Tax
FAQ
Questions Boston exchange investors ask
How early should Boston, MA investors begin planning their 1031 exchange?+
Do Boston 1031 exchanges require special documentation for state or city transfer taxes?+
Can Boston investors identify replacement properties outside Massachusetts?+
What happens if my Boston sale closes before I finalize replacement options?+
Next Steps
Ready to lock in your 1031 strategy?
Tell us about your exchange goals in Boston and we’ll share a personalized property identification plan within one business day.