Reverse Exchange Blueprint

A reverse exchange in Boston, MA allows you to acquire replacement property before selling your relinquished property, which is the opposite of a standard forward exchange. An exchange accommodation titleholder (EAT) holds title to either the replacement or relinquished property while the other transaction completes. This structure requires careful coordination with Qualified Intermediaries and qualified escrow agents to ensure compliance with IRS Revenue Procedure 2000-37. We help Boston investors structure reverse exchanges when market timing or property availability requires securing the replacement property first, ensuring all identification rules and timing requirements are properly met.

In reverse exchanges for Boston, MA investors, identification rules still apply but work differently than forward exchanges. If the EAT holds the replacement property, you must identify your relinquished property within 45 days. If the EAT holds the relinquished property, standard identification rules apply to replacement properties. We help structure your reverse exchange to ensure proper identification documentation is completed within the required deadlines and coordinate with your Qualified Intermediary to verify all identification rules are satisfied according to IRS regulations.

Boot in a reverse exchange from Boston, MA is treated similarly to forward exchanges. If you receive cash, debt relief, or non-qualifying property, that amount may be taxable. We help structure your reverse exchange to minimize boot by coordinating property values, financing arrangements, and transaction timing. Our analysis helps you understand potential boot scenarios before finalizing the EAT arrangement, and we work with Qualified Intermediaries and qualified escrow agents to ensure proper documentation of all exchange proceeds and boot calculations.

Reverse exchanges involving Boston, MA properties must complete within 180 days of the EAT acquiring title to the parked property. The entire exchange, including both the replacement property acquisition and relinquished property sale, must be completed within this period. We provide timeline tracking and coordination services to ensure all deadlines are met, working with Qualified Intermediaries, qualified escrow agents, and all parties to keep the transaction on schedule. Our service includes deadline reminders and milestone tracking to help Boston investors complete their reverse exchanges successfully.

For reverse exchanges in Boston, MA, the exchange accommodation titleholder must be a qualified person who is not your agent or related party. Many Qualified Intermediaries offer EAT services, and we help coordinate with qualified EAT providers and qualified escrow agents to structure your reverse exchange properly. We ensure the EAT arrangement complies with IRS Revenue Procedure 2000-37 and that all documentation is properly executed to protect your exchange eligibility.

Reverse exchanges involving Boston, MA properties require comprehensive documentation including the qualified exchange accommodation agreement (QEAA), identification letters if applicable, purchase and sale agreements, title documents, and coordination with Qualified Intermediaries and qualified escrow agents. We help prepare and coordinate all necessary documentation, ensuring compliance with IRS requirements and proper execution of the EAT arrangement. Our service includes document review and coordination with all parties to ensure your reverse exchange is properly structured and documented.