Exchange Services

Explore replacement properties, passive DST options, qualified intermediary setup, identification planning, financing review, and closing support for Washington exchanges.

Turnkey help from sale planning through replacement closing

1031 Exchange Solutions

Replacement Property Solutions

Direct real estate, net-lease, and passive replacement choices compared against exchange equity, debt, income, management, and closing requirements.

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DST Replacement Property Options

Professionally managed DST property options for eligible Washington investors comparing passive ownership with another directly managed property.

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Qualified Intermediary Setup

Prepare the independent qualified intermediary handoff, exchange agreement, assignment notices, proceeds flow, and identification delivery before closing.

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45-Day Identification Planning

Create a deliverable primary and backup property list built around the exchange requirements and realistic ability to close.

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Forward 1031 Exchange Solutions

A complete forward-exchange path connecting the relinquished sale, QI setup, identification strategy, diligence, financing, and replacement closing.

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Reverse 1031 Exchange Solutions

Address parking, financing, entity, ownership, and timing questions when the replacement opportunity appears before the current property sells.

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Net-Lease Replacement Properties

Net-lease and single-tenant property opportunities reviewed for tenant strength, lease obligations, condition, residual value, and reletting risk.

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Multifamily Replacement Sourcing

Multifamily replacement opportunities compared through rent evidence, operations, capital needs, financing, management, and closing probability.

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Industrial Property Identification

Industrial replacement property options across Washington and nationwide, tested for leases, condition, location, financing, and close probability.

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Medical Office Replacement Sourcing

Medical office opportunities reviewed for tenancy, lease terms, buildout, location, financing, condition, and closing feasibility.

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Self Storage Replacement Sourcing

Self-storage opportunities reviewed for economic occupancy, competition, operations, expansion, pricing, debt, and closing risk.

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Retail Replacement Sourcing

Retail replacement properties reviewed for location, co-tenancy, anchor strength, lease structure, condition, financing, and closing feasibility.

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Replacement Financing Review

Confirm debt replacement, lender requirements, leverage, appraisal timing, entity needs, and funding feasibility before identification.

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Replacement Closing Support

Keep title, financing, insurance, inspections, entities, funding directions, and advisor questions moving toward replacement closing.

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CPA and Tax Advisor Document Support

Organize sale, basis, debt, settlement, identification, and closing records for review by the property owner's CPA and tax counsel.

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Market Comparable Analysis

Test pricing, income, cap-rate, rent, expense, and market assumptions before a candidate earns a place on the identification list.

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Rent Roll Analysis

Cross-check rents, leases, concessions, delinquencies, expirations, and occupancy before relying on seller-provided income.

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Boot Calculation Support

Organize cash, debt, credits, settlement figures, and replacement values for review before closing decisions become irreversible.

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Improvement Exchange Planning

Plan ownership, construction scope, exchange funds, timing, parking arrangements, and completion risk for an improvement exchange.

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Exchange Documentation Assembly

Keep sale, QI, identification, diligence, financing, and closing records organized in one usable transaction file.

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Form 8824 Preparation Support

Assemble the property, date, value, debt, and settlement information the owner's CPA needs for exchange reporting.

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T12 Financial Review

Normalize trailing operating income, unusual expenses, concessions, and one-time items before underwriting a replacement candidate.

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Three Property Rule Strategy

Use each available identification slot intentionally, with primary and backup choices tied to diligence and closing probability.

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95 Percent Rule Strategy

Understand the value and closing implications before relying on the 95 percent identification exception.

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200 Percent Rule Strategy

Track aggregate replacement value across multiple properties and DST interests before using the 200 percent identification rule.

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Bring the planned sale to one clear review.

Call for free exchange guidance or share the property, dates, and questions through the short contact form.

Call (206) 401-8523
(206) 401-8523