One exchange at a time

Improvement Exchanges

Learn more about this exchange service, who it is for, and how we facilitate it from sale to close.

Format

Phone · Video Call · Nationwide Remote Support

Duration

180-day exchange period — or ongoing advisory upon request

Best for

Investors using exchange funds to build or improve a replacement property

Price

Ask us

Who needs this?

You may benefit from this service if you:

  • Are selling investment real estate and want to defer capital gains taxes.

  • Need support understanding IRS deadlines, requirements, or exchange structures before acting.

  • Are navigating a complex, multi-property, or time-sensitive transaction.

  • Want your sale proceeds held securely and compliantly while you identify a replacement.

  • Need ongoing guidance as your exchange or investment strategy evolves.

How we help

  • Initial Assessment & Timeline — We begin by understanding your sale, replacement plans, and the exchange structure that fits, including any deadlines involved.

  • Exchange Strategy & Setup — We open your qualified escrow account, prepare the exchange agreement, and clarify your options going forward.

  • Documentation & Compliance — We prepare, review, and refine all IRS-required documentation with a focus on accuracy and compliance.

  • Fund Handling & Closing Support — We securely hold your proceeds and coordinate with all parties through identification and closing.

  • Ongoing Guidance — As your investment strategy evolves, we remain available for future exchanges and continued advice.

We got it.

Thank you for contacting us.
We’ll get back to you as soon as possible.

Get in touch

Your exchange, handled simply

We're committed to making your exchange easy to understand, secure, and carried out in your best interest. Reach out today.

This is required
This is required
Enter an email Use an address with (@) and (.)
This is required
This is required
This is required

That didn’t work.

The form wasn’t sent. Please try again.

Faqs

Frequently asked questions

  • What is a 1031 qualified intermediary and why do I need one?

    The IRS requires an independent qualified intermediary to hold your sale proceeds and facilitate the exchange. We handle your funds, documentation, and deadlines so your exchange stays compliant and your capital gains stay deferred.

  • How do I know if this exchange type is right for my property sale?

    During your initial consultation, we'll learn about your property, timeline, and goals, then explain whether this exchange type fits your situation best.

  • Do you facilitate exchanges outside my state?

    Yes. We serve real estate investors nationwide and are equipped to facilitate exchanges regardless of where your relinquished or replacement property is located.

  • What should I prepare before starting my exchange?

    Have your sale contract, closing timeline, and any details on potential replacement properties ready. We'll guide you through opening your exchange account and everything else from there.

  • How do your fees work?

    Our fees are a flat, transparent cost disclosed upfront before your exchange begins, with no hidden charges. We'll walk through the exact cost during your initial consultation.