Our Expertise
1031 EXCHANGE SERVICES
26 comprehensive services for investors in Boston and across MA
Relinquished 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.
StructuresQualified Intermediary Coordination
Escrow, wire control, and document flow with preferred QIs.
ExecutionExchange 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.
Education
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.
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