Service Area
Service Area
Market Brief
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.
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Based in Boston, MA. Nationwide identification support within 45-day and 180-day deadlines.
Field Notes
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
Full-stack identification, diligence, and compliance coordination delivered from Boston command centers.
FAQ
Next Steps
Tell us about your exchange goals in Boston and we’ll share a personalized property identification plan within one business day.