Market Brief
1031 Exchange services in Financial District, MA
Boston's Financial District serves as the region's central business hub, housing major banks, law firms, investment management companies, and corporate headquarters in historic and modern office towers. The district's dense concentration of financial services tenants creates consistent demand for Class A office space, while its proximity to government buildings and courthouses supports legal and professional services occupancies. Financial District investors frequently pursue 1031 exchanges to transition from older office buildings or commercial properties into stabilized net-leased assets, medical office properties, or Class A office holdings in growing markets. Massachusetts transfer taxes and recording fees apply to Financial District transactions, making proper documentation and qualified intermediary coordination essential. Our team helps Financial District investors identify replacement properties nationwide, ensuring they can access opportunities beyond Boston, MA while meeting the strict 45-day identification deadline and 180-day closing requirements.
Search our service areas
Based in Boston, MA. Nationwide identification support within 45-day and 180-day deadlines.
Field Notes
Example engagement: Financial District, MA
Situation
A Financial District investor owns a 30,000-square-foot office building valued at $6.8 million and needs to identify replacement properties within 45 days while navigating Massachusetts transfer tax requirements and exploring opportunities outside the Boston market.
Our Approach
We conducted a nationwide search for Class A office and medical office properties matching the investor's equity target, prepared identification letters for three properties in different states, coordinated with their qualified intermediary to address transfer tax documentation, and ensured all IRS requirements were met within the identification deadline.
Outcome
The investor successfully identified three replacement properties totaling $7.1 million, closed on a medical office building in Florida within 180 days, properly addressed all transfer tax obligations, and deferred approximately $1.36 million in capital gains taxes while diversifying geographically.
Example of the type of engagement we can handle
Capabilities
1031 exchange services for Financial District, 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
What transfer tax considerations apply to Financial District, MA properties in 1031 exchanges?+
How do Financial District, MA investors meet the 45-day identification deadline?+
What types of replacement properties are most suitable for Financial District, MA investors?+
Why is nationwide property identification important for Financial District, MA exchange investors?+
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.