Our Expertise
1031 EXCHANGE SERVICES
58 comprehensive services for investors in Boston and across MA
Capital Gains on Rental Property
How gain on a Boston, MA rental is calculated, and why a 1031 exchange defers it.
GuidesInherited Property Capital Gains
How the stepped-up basis rule changes the gain calculation on an inherited Boston, MA property.
GuidesPassive Real Estate Income
How DST and net lease structures generate passive income while remaining 1031-eligible.
GuidesQualified Intermediary Coordination
Escrow, wire control, and document flow with preferred QIs.
ExecutionWhat Is an NNN Lease
A plain-law explainer on the triple net lease structure and tenant versus landlord obligations.
GuidesHow to Reduce Capital Gains Tax
A survey of lawful deferral and reduction strategies available to a Boston, MA property seller.
GuidesReverse 1031 Exchange Explained
How the exchange-first structure works under the IRS safe harbor, in plain law terms.
GuidesThe 180-Day Exchange Deadline
How the second statutory clock in a 1031 exchange is calculated, and where it can quietly shrink.
GuidesThe Qualified Intermediary Role
What a qualified intermediary actually does in a 1031 exchange, and why the role cannot be filled casually.
GuidesCapital Gains on Investment Property
A plain-law walk-through of federal and Massachusetts capital gains exposure on investment real estate.
GuidesThe 45-Day Identification Period
A plain-law explainer on the identification clock every 1031 exchange in Boston, MA must satisfy.
GuidesRelinquished Sale Readiness
Disposition plans that protect the exchange clock and keep proceeds shielded.
TimelinesBoston Market Scan
Cambridge, Back Bay, and Seaport intel for investors who need local color fast.
Property PathsNationwide STNL Identification
Single tenant retail and logistics assets sourced across all 50 states.
Property PathsSingle Tenant Retail Priority List
Convenience, pharmacy, QSR, and daily needs credits ready for diligence.
Property PathsMultifamily Rollover Strategy
High density swaps into stabilized apartment towers and mixed-use cores.
Property PathsIndustrial Logistics Targeting
Last mile, cold storage, and port-logistics recorded to match Boston capital.
Property PathsMedical Office Acquisition Path
Clinic, urgent care, and lab space selections that satisfy strict underwriting.
Property PathsSelf Storage Match List
Climate-controlled and drive-up facilities with proven lease-up curves.
Property PathsHospitality Transition Plan
Flagged select-service hotels and leisure portfolios vetted for exchange use.
Property PathsReverse Exchange Blueprint
Exchange accommodation title work staged before the relinquished sale closes.
StructuresImprovement Exchange Roadmap
Build-to-suit sequencing with contractor draw oversight.
StructuresThree Property Letter Strategy
Identification drafting with audit trails and courier delivery.
TimelinesTwo Hundred Percent Coverage Plan
Portfolio-level modeling that keeps exposure within IRS ratios.
StructuresNinety-Five Percent Certification
Yield stacking for institutions who want surplus options yet full compliance.
StructuresExchange Escrow Audit
Dual-authorization controls and running reconciliations on funds.
ExecutionTimeline Command Center
45-day and 180-day alerts, milestone dashboards, and stakeholder notices.
TimelinesRent Roll Diligence
Lease audit service covering estoppels, CPI bumps, and tenant credits.
ReportingT12 Cash Flow Review
Income statement normalization for institutional sign-off.
ReportingCapex Forecasting Lab
Reserve modeling for roofs, systems, and site improvements.
ReportingLender Preflight Support
Term sheet prep plus data room packaging for private banks.
ExecutionTax Impact Briefing
Scenario decks covering depreciation, state addbacks, and boot.
TaxBoot Minimization Strategy
Refinance vs. cash analysis before and after the exchange.
TaxForm 8824 Workpapers
Document sets CPAs rely on for Massachusetts and federal filings.
ReportingEducation Intensive Briefings
Boardroom workshops covering identification rules and risk management.
EducationExchange Playbook Downloads
Secure resource packs for family offices, attorneys, and CPAs.
EducationWhat Is Boot in a 1031 Exchange
A plain-law explainer on boot, why it is taxable, and how it shows up in Boston, MA exchanges.
GuidesLike-Kind Property Explained
What counts as like-kind real property today, and where fractional replacement vehicles fit in.
GuidesImprovement Build-to-Suit Exchange
How construction and improvement exchanges use the same EAT safe harbor to fund upgrades tax-deferred.
GuidesRelated-Party 1031 Exchange Rules
Why exchanges between family members or affiliated entities carry a two-year holding requirement.
GuidesHome Sale Capital Gains
How the Section 121 exclusion differs from 1031 deferral for a primary residence sale.
GuidesSecond Home Capital Gains Tax
Why a Massachusetts second home or vacation property usually cannot exchange under Section 1031.
GuidesDepreciation Recapture Explained
Why depreciation taken on a rental property is taxed separately from the rest of the gain at sale.
GuidesSection 121 Exclusion Explained
The primary residence gain exclusion, its limits, and how it interacts with a prior 1031 exchange.
GuidesHow to Invest in Real Estate
An overview of direct and passive real estate investment paths available to a Boston, MA investor.
GuidesReal Estate Syndication Explained
How a syndication is structured, why it is a security, and where it fits alongside a 1031 exchange.
GuidesFractional Real Estate Investing
Comparing DST and TIC fractional ownership structures for a 1031 replacement property.
GuidesReal Estate Crowdfunding Explained
How online crowdfunding platforms are structured, and why most equity offerings do not fit a 1031 exchange.
GuidesCommercial Real Estate Investing
A plain-law primer on commercial asset classes and how they fit a Boston, MA exchange strategy.
GuidesBuilding Real Estate Cash Flow
How debt, escalations, and asset class shape cash flow on a replacement property.
GuidesIs a Rental a Good Investment
A framework for weighing a directly owned rental against passive 1031-eligible alternatives.
GuidesTriple Net Lease (NNN) Investing
How triple net lease assets are underwritten, and why they are a common 1031 replacement class.
GuidesSelf Storage Investing
Why self storage is a durable 1031 replacement class, and what underwriting a facility involves.
GuidesMultifamily Investing
A plain-law and market primer on apartment investing as a 1031 replacement strategy.
GuidesApartment Building Investing
How apartment buildings are classified and underwritten for a Boston, MA exchange.
GuidesMobile Home Park Investing
Why manufactured housing communities qualify as like-kind real property under Section 1031.
GuidesIndustrial Real Estate Investing
A primer on warehouse, flex, and logistics assets as a Boston-area 1031 replacement class.
GuidesMedical Office Investing
Why medical office buildings underwrite differently than general commercial space.
Guides
Not sure which service to choose?
Tell us about your transaction and we will recommend the right mix of diligence, sourcing, and compliance support for your 1031 exchange.
Contact the TeamDON'T SEE YOUR SERVICE?
Our team handles custom 1031 exchange engagements beyond the services listed above. If you have a unique situation or need specialized support, reach out and we'll tailor a solution for your exchange timeline.
Contact Us