Exchange services
Turnkey 1031 exchange solutions for Indianapolis property owners.
Start with the planned sale, then get help with the qualified intermediary handoff, replacement property choices, passive DST options, diligence, financing questions and replacement closing.
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 service45 Day Identification Strategy
Organize the most compressed part of a deferred exchange with clear rule selection, candidate ranking, and written ID discipline.
Explore service180 Day Replacement Closing Support
Move identified property from contract to closing with a practical plan for title, financing, diligence and exchange documents.
Explore serviceThree Property Rule Strategy
Use the three-property rule when the exchange needs a focused list where each named candidate can carry the transaction.
Explore service200 Percent Rule Strategy
Build a broader identification basket while tracking the aggregate value cap that governs the 200 percent rule.
Explore service95 Percent Rule Strategy
Evaluate a specialized rule that only works when the exchanger expects to acquire nearly everything identified.
Explore serviceForward 1031 Exchange Solutions
Handle the classic sale-first exchange from pre-closing setup through identification, acquisition and document closeout.
Explore serviceReverse 1031 Exchange Solutions
Review a buy-first exchange when a desirable replacement property needs to be secured before the relinquished asset sells.
Explore serviceImprovement Exchange Planning
Assess whether renovation, construction, or buildout value can be completed within the exchange structure and timeline.
Explore serviceQualified Intermediary Support
Connect QI requirements with contracts, closing instructions, identification records and transaction documents before funds move.
Explore serviceDST Replacement Property Options
Compare Delaware Statutory Trust options when passive replacement property, timing certainty or diversification is part of the exchange plan.
Explore serviceNNN and STNL Property Sourcing
Source net lease replacements by reviewing both the real estate and the lease obligations behind the advertised income.
Explore serviceMultifamily Replacement Sourcing
Compare apartment and small multifamily candidates by real income, expense pressure, unit condition, and management fit.
Explore serviceIndustrial Property Identification
Identify warehouse, flex, logistics, and small-bay industrial replacements by function, location, and tenant depth.
Explore serviceRetail Replacement Sourcing
Source retail replacements by testing tenant mix, trade area, parking, access, and lease rollover against exchange needs.
Explore serviceMedical Office Replacement Sourcing
Review medical office candidates by tenant specialization, buildout reuse, parking, referral area, and lease stability.
Explore serviceSelf Storage Replacement Sourcing
Evaluate self storage facilities by unit mix, economic occupancy, trade-area supply, management systems, and expansion potential.
Explore serviceRent Roll Analysis
Turn a seller rent roll into an exchange underwriting record by checking tenants, charges, deposits, arrears, and expirations.
Explore serviceT12 Financial Review
Normalize trailing twelve-month income and expenses so exchange decisions are based on operating history rather than marketing claims.
Explore serviceMarket Comparable Analysis
Use comparable sales, rents, cap rates, and submarket context to challenge asking price and income assumptions.
Explore serviceReplacement Financing Preflight
Confirm debt assumptions early so financing requirements do not undermine identification, boot planning or closing timing.
Explore serviceBoot Calculation Support
Organize value, debt, cash, and closing-credit inputs so potential boot can be reviewed before settlement.
Explore serviceForm 8824 Preparation Support
Assemble exchange facts and records that help the taxpayer's preparer complete Form 8824 reporting.
Explore serviceTax Advisor and CPA Support
Keep CPAs, tax attorneys and other advisors informed before exchange decisions become difficult to change.
Explore serviceExchange Documentation Assembly
Create a clean exchange file for contracts, identification letters, QI notices, diligence, financials, and closing records.
Explore serviceNot sure which solution fits?
Start with a free conversation about the property sale.
Share the property, expected closing date and what you want the next investment to accomplish.
Call (317) 458-5636 Use the short contact form