25 exchange services
Indianapolis 1031 exchange services built around deadlines, documents, and replacement property decisions.
Every service page is written for a distinct part of the exchange process, from first replacement-property screen to final advisor-ready file.
Replacement Property Identification
Turn a broad exchange goal into a ranked shortlist of realistic replacement properties before the 45-day clock controls the decision.
Explore service 0245 Day Identification Strategy
Organize the most compressed part of a deferred exchange with clear rule selection, candidate ranking, and written ID discipline.
Explore service 03180 Day Closing Coordination
Move identified property from contract to closing with a week-by-week plan for title, lender, diligence, and exchange documentation.
Explore service 04Three Property Rule Strategy
Use the three-property rule when the exchange needs a focused list where each named candidate can carry the transaction.
Explore service 05200 Percent Rule Strategy
Build a broader identification basket while tracking the aggregate value cap that governs the 200 percent rule.
Explore service 0695 Percent Rule Strategy
Evaluate a specialized rule that only works when the exchanger expects to acquire nearly everything identified.
Explore service 07Forward Exchange Coordination
Coordinate the classic sale-first exchange from pre-closing setup through identification, acquisition, and document closeout.
Explore service 08Reverse Exchange Coordination
Plan a buy-first exchange when a desirable replacement property needs to be secured before the relinquished asset sells.
Explore service 09Improvement Exchange Planning
Assess whether renovation, construction, or buildout value can be completed within the exchange structure and timeline.
Explore service 10Qualified Intermediary Coordination
Keep QI requirements connected to contracts, closing instructions, identification records, and transaction documents.
Explore service 11DST Placement Coordination
Coordinate Delaware Statutory Trust options when passive replacement property, timing certainty, or diversification is part of the exchange plan.
Explore service 12NNN and STNL Property Sourcing
Source net lease replacements by reviewing both the real estate and the lease obligations behind the advertised income.
Explore service 13Multifamily Replacement Sourcing
Compare apartment and small multifamily candidates by real income, expense pressure, unit condition, and management fit.
Explore service 14Industrial Property Identification
Identify warehouse, flex, logistics, and small-bay industrial replacements by function, location, and tenant depth.
Explore service 15Retail Replacement Sourcing
Source retail replacements by testing tenant mix, trade area, parking, access, and lease rollover against exchange needs.
Explore service 16Medical Office Replacement Sourcing
Review medical office candidates by tenant specialization, buildout reuse, parking, referral area, and lease stability.
Explore service 17Self Storage Replacement Sourcing
Evaluate self storage facilities by unit mix, economic occupancy, trade-area supply, management systems, and expansion potential.
Explore service 18Rent Roll Analysis
Turn a seller rent roll into an exchange underwriting record by checking tenants, charges, deposits, arrears, and expirations.
Explore service 19T12 Financial Review
Normalize trailing twelve-month income and expenses so exchange decisions are based on operating history rather than marketing claims.
Explore service 20Market Comparable Analysis
Use comparable sales, rents, cap rates, and submarket context to challenge asking price and income assumptions.
Explore service 21Lender Preflight Coordination
Confirm debt assumptions early so financing requirements do not undermine identification, boot planning, or closing timing.
Explore service 22Boot Calculation Support
Organize value, debt, cash, and closing-credit inputs so potential boot can be reviewed before settlement.
Explore service 23Form 8824 Preparation Support
Assemble exchange facts and records that help the taxpayer's preparer complete Form 8824 reporting.
Explore service 24Tax Advisor and CPA Coordination
Keep CPAs, tax attorneys, and other advisors informed before exchange decisions become difficult to change.
Explore service 25Exchange Documentation Assembly
Create a clean exchange file for contracts, identification letters, QI notices, diligence, financials, and closing records.
Explore service