Our Services
Exchange Services
Comprehensive support for Phoenix investors managing 1031 exchanges. From replacement property identification to deadline tracking and compliance coordination.
Three Property Identification Strategy
Three property identification path planning and documentation.
Capital Gains on Rental Property
How capital gains tax is calculated on a Phoenix, AZ rental property sale, and how a 1031 exchange defers it.
Inherited Property Capital Gains
How the stepped up basis rule affects capital gains on inherited Phoenix, AZ property, and when a 1031 exchange applies.
Passive Real Estate Income
How Phoenix, AZ investors generate passive real estate income through DST interests and net lease property.
Forward Exchange Coordination
Structured project management for investors selling and replacing property.
Qualified Intermediary Coordination
Third party qualified intermediary selection and coordination.
DST Placement Advisory
Delaware Statutory Trust evaluation and placement coordination.
What Is an NNN Lease
What an NNN lease actually requires of the tenant, and how to verify the terms before a Phoenix, AZ 1031 exchange.
How to Reduce Capital Gains Tax
An overview of legitimate strategies Phoenix, AZ sellers use to reduce capital gains tax, including the 1031 exchange.
Reverse 1031 Exchange Explained
How a reverse exchange and titleholder structure works and when it applies.
The One Hundred Eighty Day Exchange Deadline
How the one hundred eighty day exchange period is calculated and coordinated.
Replacement Property Shortlist
Targeted replacement sourcing focused on cash flowing assets nationwide.
The Qualified Intermediary Role
What a qualified intermediary does and why the role must be independent.
Capital Gains on Investment Property
How capital gains tax applies to Phoenix, AZ investment property, and how a 1031 exchange defers the liability.
The Forty Five Day Identification Period
Plain language guide to the forty five day identification deadline and its rules.
Reverse Exchange Structuring
Acquisition before sale coordination with qualified intermediary support.
Improvement Exchange Management
Build to suit and construction coordination within exchange timelines.
Portfolio Alignment Consultation
Multi property exchange strategies and identification planning.
Identification Deadline Tracking
Forty five day identification window monitoring and alerts.
Closing Deadline Coordination
One hundred eighty day completion window management and escalation.
Two Hundred Percent Identification Strategy
Two hundred percent identification path planning and documentation.
Ninety Five Percent Identification Strategy
Ninety five percent identification path planning and documentation.
Escrow and Title Coordination
Title company and escrow officer coordination for exchange compliance.
Lender Preflight Coordination
Financing timeline alignment with exchange deadlines.
Boot Calculation Support
Boot identification and tax impact estimation support.
Form 8824 Preparation Support
IRS Form 8824 documentation support and review coordination.
Rent Roll Analysis
Replacement property rent roll review and income verification.
Trailing Twelve Analysis
T12 financial statement review for replacement property evaluation.
Market Comparison Research
Comparable property research and market positioning analysis.
Capex Planning Support
Capital expenditure planning and reserve analysis for replacement properties.
Exchange Education Workshops
Educational workshops on 1031 exchange rules and compliance.
Exchange Timeline Planning
Pre exchange timeline planning and milestone mapping.
What Is Boot in a 1031 Exchange
Explanation of cash and mortgage boot and how investors generally avoid it.
Like Kind Property Explained
What qualifies as like kind real property under Section 1031.
Improvement and Build to Suit Exchange
How exchange funds can be used to fund construction on a replacement property.
Related Party 1031 Exchange Rules
Who counts as a related party and the two year holding requirement.
Home Sale Capital Gains
How the Section 121 exclusion applies to a Phoenix, AZ primary residence sale, and why 1031 does not apply.
Second Home Capital Gains Tax
How Phoenix, AZ second homes are taxed on sale, and when the 1031 exchange investment use safe harbor applies.
Depreciation Recapture Explained
How depreciation recapture is calculated on a Phoenix, AZ property sale, and how a 1031 exchange defers it.
Section 121 Exclusion Explained
How the Section 121 primary residence exclusion works for Phoenix, AZ homeowners, separate from Section 1031.
How to Invest in Real Estate
An overview of ways to invest in Phoenix, AZ real estate, from direct ownership to passive DST structures.
Real Estate Syndication Explained
How real estate syndications work, and why syndication equity generally does not qualify for a 1031 exchange.
Fractional Real Estate Investing
How TIC and DST fractional ownership structures work for Phoenix, AZ investors, and their 1031 exchange eligibility.
Real Estate Crowdfunding Explained
How real estate crowdfunding platforms are structured, and which offerings can be used in a 1031 exchange.
Commercial Real Estate Investing
An overview of commercial real estate categories in Phoenix, AZ and how a 1031 exchange applies within the asset class.
Building Real Estate Cash Flow
How Phoenix, AZ investors evaluate and improve rental cash flow, including through a 1031 exchange.
Is a Rental a Good Investment
A framework Phoenix, AZ investors use to evaluate whether a specific rental property is a good investment.
Triple Net Lease NNN
How triple net lease properties work as Phoenix, AZ 1031 exchange replacement property, and what to verify before buying.
Self Storage Investing
Fundamentals of self storage investing for Phoenix, AZ investors, including 1031 exchange acquisition considerations.
Multifamily Investing
Fundamentals of multifamily investing for Phoenix, AZ investors, from small properties to institutional scale acquisitions.
Apartment Building Investing
Fundamentals of larger scale apartment building investing for Phoenix, AZ investors pursuing a 1031 exchange.
Mobile Home Park Investing
Fundamentals of mobile home park investing for Phoenix, AZ investors, including 1031 exchange acquisition considerations.
Industrial Real Estate Investing
Fundamentals of industrial real estate investing for Phoenix, AZ investors pursuing a 1031 exchange.
Medical Office Investing
Fundamentals of medical office investing for Phoenix, AZ investors, including 1031 exchange acquisition considerations.
Ready to discuss your exchange?
Connect with our team to discuss your 1031 exchange needs and replacement property objectives.
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