Exchange services

Compliance & Documentation

The paperwork that makes an exchange an exchange, prepared correctly and on time.

Format

Phone · Video call · Nationwide

Duration

From before your sale closes to your final accounting

Best for

Every exchange we handle

Price

Flat fee, quoted before you start

Who needs this?

Every exchanger. Without the right documents in place before money moves, there is no exchange.


How it works

We prepare the exchange agreement, assignment of your sale and purchase contracts, notices to all parties, your 45-day identification, closing instructions, and a final accounting your CPA can use for Form 8824.


Watch out for: An exchange agreement signed after closing can't fix the exchange. The documents have to be in place before money moves.

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Get in touch

Selling soon? Let's set up your exchange before you close.

A 15-minute call is all it takes. Tell us your property, your expected closing date and what you're thinking of buying, and we'll tell you exactly what happens next. Every message is answered the same business day.

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Faqs

Frequently asked questions

  • What is a qualified intermediary, and why do I need one?

    The IRS doesn't let you receive your sale proceeds during an exchange. A qualified intermediary holds them, prepares the exchange documents and sends the money to your purchase closing. It can't be a close relative, or an attorney, CPA, broker or employee who has acted as your agent in the past two years.

  • When do I need to contact you?

    Before your sale closes. Once the proceeds reach you, the exchange can't be started. Ideally, call when you accept an offer.

  • What property qualifies?

    Real estate held for investment or for use in a business, exchanged for other such real estate anywhere in the U.S. Your primary home and property held mainly for resale (such as a fix-and-flip) don't qualify.

  • Do I have to buy a property of the same type?

    No. "Like-kind" is broad: land for a rental, a warehouse for an apartment building, one property for several.

  • What if I can't find a replacement in 45 days?

    If you don't identify anything, the exchange ends and the funds are returned to you, generally after day 45, and the gain is taxable. That's why we help you identify backups.

  • Can I take some cash out?

    Yes, but the cash you receive is taxable. The rest of the gain can still be deferred.

  • Where is my money while you hold it?

    In a segregated account at a national commercial bank, never commingled with company funds and never invested at risk. Every disbursement needs two authorized approvals, and wire instructions are always verified by phone.

  • Do you work outside my state?

    Yes. We handle exchanges nationwide, wherever your sold and purchased properties are.

  • How do your fees work?

    A flat fee, disclosed in writing before your exchange begins, with no hidden charges. We'll quote your exact cost on your first call.

  • Do you give tax or legal advice?

    No. We explain how the exchange rules work and make sure your CPA and attorney have everything they need to advise you.