Service Line
Texas 1031 Exchange Advisory
Timeline discipline plus replacement strategy. We coordinate sale preparation and replacement sourcing so you do not get forced into bad decisions inside the 45-day window.
OwnersInvestorsFamily Offices
Scope
What We Do
- - Replacement strategy and screening before disposition closes
- - Identification planning (3-property, 200% rule, etc.)
- - Underwriting support and downside scenarios
- - Execution coordination with QI, counsel, and lenders
Process
How We Engage
- - Define disposition timeline and target replacement profile
- - Pre-vet replacement candidates and build identification plan
- - Run parallel execution: market outreach plus replacement diligence
- - Close replacement(s) within timeline with clean documentation
FAQ
Questions
When should we start replacement sourcing?
When should we start replacement sourcing?
Ideally 90 to 120 days before the disposition closes. The goal is to enter the 45-day window with vetted candidates.
Do you advise on both single-asset and multi-asset replacements?
Do you advise on both single-asset and multi-asset replacements?
Yes. We structure the approach around the identification rules and your execution capacity.
Do you act as the Qualified Intermediary (QI)?
Do you act as the Qualified Intermediary (QI)?
No. We coordinate with your QI and legal/tax advisors while we focus on real estate strategy and execution.
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