Our Services
Comprehensive 1031 exchange property identification and coordination services for investors in Jacksonville, FL.
Property Paths
Multifamily Property Identification
Find garden, mid-rise, and mixed-income multifamily properties across Duval, Clay, and St. Johns counties.
Learn MoreIndustrial Warehouse Identification
Locate warehouse, flex, and cold storage sites supporting JAXPORT, Cecil Commerce, and I-95 corridors.
Learn MoreRetail NNN Property Identification
Find coastal strip centers, single-tenant NNN, and hospitality assets near ports and interstates.
Learn MoreMedical Office Identification
Locate health campuses, surgery centers, and professional condos with long-term credit tenants.
Learn MoreSelf Storage Identification
Find climate-controlled and drive-up self storage facilities across Jacksonville and surrounding markets.
Learn MoreSTNL Property Identification
Locate single tenant net lease properties with credit tenants and long-term lease structures.
Learn MoreStructures
Three Property Rule Planning
Plan your identification strategy using the three property rule for maximum flexibility.
Learn More200 Percent Rule Planning
Plan your identification strategy using the 200 percent rule for multiple property options.
Learn MoreReverse Exchange Coordination
Coordinate reverse exchanges where replacement property is acquired before the relinquished property is sold.
Learn MoreImprovement Exchange Planning
Plan improvement exchanges where replacement property is enhanced before the exchange completes.
Learn MoreDST Placement Assistance
Get assistance identifying Delaware Statutory Trust opportunities for 1031 exchange placement.
Learn MoreTimelines
45 Day Identification Strategy
Develop a strategic approach to identifying replacement properties within the 45 day deadline.
Learn MoreTimeline Management
Manage 45 day identification and 180 day closing deadlines with coordinated tracking and alerts.
Learn MoreIdentification Letter Preparation
Prepare written identification notices for Qualified Intermediaries within the 45 day deadline.
Learn MoreExecution
Rent Roll Analysis
Analyze rent rolls for replacement properties to verify income and occupancy before identification.
Learn MoreT12 Financial Review
Review trailing twelve month financial statements for replacement properties before identification.
Learn MoreCapex Planning Support
Plan capital expenditures for replacement properties to ensure adequate reserves and budgeting.
Learn MoreMarket Comp Analysis
Analyze comparable sales and rental rates for replacement properties to verify market value.
Learn MoreLender Preflight Support
Prepare replacement property information for lender underwriting to expedite financing approval.
Learn MoreQualified Intermediary Coordination
Coordinate with bonded Qualified Intermediaries to ensure proper escrow handling and documentation.
Learn MoreExchange Funds Tracking
Track exchange proceeds through Qualified Intermediary escrow accounts and closing coordination.
Learn MoreTax
Boot Planning
Plan for cash boot and non-like-kind property received in exchanges to minimize tax liability.
Learn MoreBasis Calculation Support
Calculate adjusted basis for replacement properties and coordinate with CPAs for tax reporting.
Learn MoreDepreciation Schedule Coordination
Coordinate depreciation schedules for replacement properties with tax advisors and CPAs.
Learn MoreDon't See What You Need?
Our team specializes in custom 1031 exchange solutions. Contact us to discuss your specific requirements.
Contact Us