Execution
Lender Preflight Support
Term sheet prep plus data room packaging for private banks.
Explore our services
Based in Boston, MA. Nationwide identification support in 45-day and 180-day windows.
Lender Preflight Support provides term sheet preparation and data room packaging for investors securing replacement property financing in Boston, MA. This service is designed for property owners who need lender-ready documentation within tight 1031 exchange deadlines. We prepare underwriting packages, organize financial statements, and coordinate with lenders to expedite loan approval processes.
Our preflight process includes loan application preparation, financial statement compilation, property documentation organization, and lender communication coordination. For Boston, MA investors working within 45-day identification and 180-day closing windows, we deliver comprehensive lender support that accelerates financing approval. We coordinate with Qualified Intermediaries and qualified escrow providers to ensure all loan documentation aligns with exchange requirements.
The service covers term sheet negotiation support, data room organization, financial statement normalization, and lender relationship management. We help investors secure replacement property financing while maintaining compliance with 1031 exchange requirements and meeting aggressive transaction timelines that define successful exchanges.
Common replacement classes
What's included
Example Engagement
Comprehensive lender preflight support for a $5 million commercial replacement property requiring construction financing and permanent loan coordination
Client Situation
A Boston, MA investor identified a commercial property as a replacement property and needed complete lender preflight support completed within 10 days to secure financing and close within the 180-day deadline
Our Approach
We prepared term sheets, organized comprehensive data rooms, normalized financial statements, coordinated with multiple lenders, managed loan application processes, tracked approval timelines, and coordinated closing documentation with the Qualified Intermediary and escrow providers
Complete lender preflight support delivered within 8 days, enabling the investor to secure favorable financing terms and close the replacement property acquisition within the 180-day deadline, with proper loan structures supporting the exchange without creating boot
FAQs
Why is lender preflight support critical for 1031 exchanges in Boston, MA?
Lender preflight support is essential for 1031 exchanges in Boston, MA because replacement property financing must be secured within the 180-day closing deadline. Investors need rapid loan approval to close replacement properties on time. We prepare term sheets, organize data rooms, and coordinate with lenders to expedite the financing process. This support ensures investors can secure financing quickly and close replacement properties within exchange deadlines, preventing exchange failure due to financing delays.
How does lender preflight support help with replacement property identification in Boston, MA?
Lender preflight support helps investors in Boston, MA evaluate replacement properties during the 45-day identification window by providing preliminary financing analysis. We deliver term sheet preparation and lender communication support within 48 hours, enabling investors to assess financing availability and terms before identifying properties. This analysis helps investors select replacement properties that can be financed quickly and on favorable terms, ensuring smooth closing processes within the 180-day deadline.
What identification rules should Boston, MA investors consider when securing replacement property financing?
While lender preflight support doesn't directly affect identification rules, it helps investors in Boston, MA select replacement properties that qualify for 1031 treatment and can be financed appropriately. We verify that replacement properties meet lender underwriting standards and qualify as real property held for investment or business use, which is required for 1031 exchanges. Our financing support ensures properties can be acquired with appropriate loan structures that support the exchange without creating boot situations.
How can lender preflight support help minimize boot in Boston, MA exchanges?
Lender preflight support can help minimize boot for investors in Boston, MA by ensuring replacement properties are properly financed. If a replacement property requires excessive cash down payments or has financing challenges, it could create boot if the investor must contribute cash beyond the relinquished property proceeds. We help secure favorable financing terms and coordinate loan structures that minimize cash requirements, ensuring replacement properties can be acquired using primarily exchange proceeds and minimizing cash boot.
How quickly can lender preflight support be completed for Boston, MA replacement properties?
For investors in Boston, MA working within 1031 exchange deadlines, we prioritize rapid turnaround on lender preflight support. Our standard process delivers preliminary term sheets within 48 hours and complete data room packages within 5-7 business days. We coordinate directly with lenders, Qualified Intermediaries, and escrow providers to expedite loan application processing and approval. This accelerated timeline ensures investors can secure financing and close replacement properties within the 180-day deadline.
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.