Exchange Services

exchange services for North Carolina, NC investors who need concrete replacement-property decisions, advisor-ready documentation, and deadline control.

Exchange Services

Exchange Services

exchange services for North Carolina, NC investors who need concrete replacement-property decisions, advisor-ready documentation, and deadline control.

Identification notice preparation for North Carolina exchangers that gets.

Replacement Property Identification

A submitted list is not the same as a workable one. What a 45 day.

45 Day Identification Strategy

What a closing-coordination quote should actually cover once title.

180 Day Closing Coordination

A look at when the three-property rule actually fits a North Carolina.

Three Property Rule Strategy

Why an unlimited-identification pitch under the 200 percent rule is only.

200 Percent Rule Strategy

The 95 percent identification rule gets pitched as flexible. It is closer.

95 Percent Rule Strategy

Forward is the default pitch because it is the simplest product to sell.

Forward Exchange Coordination

Reverse exchange coordination that prices the exchange accommodation.

Reverse Exchange Coordination

The construction has to happen inside the exchange period, not after.

Improvement Exchange Planning

Coordination with a North Carolina exchanger's qualified intermediary.

Qualified Intermediary Coordination

No-fee DST pitches usually mean the cost is built into the offering price.

DST Placement Coordination

Net lease sourcing that reads the actual lease abstract, not a national.

NNN and STNL Property Sourcing

Multifamily sourcing support that checks rent rolls against signed leases.

Multifamily Replacement Sourcing

Industrial is hot is not diligence. What actually needs checking before.

Industrial Property Identification

Shopping center sourcing across North Carolina that separates anchored.

Retail Replacement Sourcing

Bid-review support for medical office sourcing statewide, covering tenant.

Medical Office Replacement Sourcing

Storage sourcing that checks unit mix, occupancy trend, and management.

Self Storage Replacement Sourcing

Rent roll review that checks a broker's spreadsheet against signed leases.

Rent Roll Analysis

Trailing twelve month review that normalizes owner add-backs and seasonal.

T12 Financial Review

A broker's opinion of value is not an independent comp set. What real.

Market Comparable Analysis

A preapproval letter and an underwritten quote are not the same thing.

Lender Preflight Coordination

We handle the numbers is not the same as running the boot math before.

Boot Calculation Support

We will file your 8824 is a claim to be skeptical of. What preparation.

Form 8824 Preparation Support

CPA coordination for North Carolina exchangers that stays out of tax.

Tax Advisor and CPA Coordination

A full documentation service should not mean a folder of signed.

Exchange Documentation Assembly

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