Our Services
Comprehensive 1031 exchange property identification and coordination services for investors in Jacksonville, FL.
Multifamily Property Identification
Find garden, mid-rise, and mixed-income multifamily properties across Duval, Clay, and St. Johns counties.
Learn more →Industrial Warehouse Identification
Locate warehouse, flex, and cold storage sites supporting JAXPORT, Cecil Commerce, and I-95 corridors.
Learn more →Retail NNN Property Identification
Find coastal strip centers, single-tenant NNN, and hospitality assets near ports and interstates.
Learn more →Medical Office Identification
Locate health campuses, surgery centers, and professional condos with long-term credit tenants.
Learn more →Self Storage Identification
Find climate-controlled and drive-up self storage facilities across Jacksonville and surrounding markets.
Learn more →STNL Property Identification
Locate single tenant net lease properties with credit tenants and long-term lease structures.
Learn more →45 Day Identification Strategy
Develop a strategic approach to identifying replacement properties within the 45 day deadline.
Learn more →Three Property Rule Planning
Plan your identification strategy using the three property rule for maximum flexibility.
Learn more →200 Percent Rule Planning
Plan your identification strategy using the 200 percent rule for multiple property options.
Learn more →Reverse Exchange Coordination
Coordinate reverse exchanges where replacement property is acquired before the relinquished property is sold.
Learn more →Improvement Exchange Planning
Plan improvement exchanges where replacement property is enhanced before the exchange completes.
Learn more →DST Placement Assistance
Get assistance identifying Delaware Statutory Trust opportunities for 1031 exchange placement.
Learn more →Rent Roll Analysis
Analyze rent rolls for replacement properties to verify income and occupancy before identification.
Learn more →T12 Financial Review
Review trailing twelve month financial statements for replacement properties before identification.
Learn more →Capex Planning Support
Plan capital expenditures for replacement properties to ensure adequate reserves and budgeting.
Learn more →Market Comp Analysis
Analyze comparable sales and rental rates for replacement properties to verify market value.
Learn more →Lender Preflight Support
Prepare replacement property information for lender underwriting to expedite financing approval.
Learn more →Timeline Management
Manage 45 day identification and 180 day closing deadlines with coordinated tracking and alerts.
Learn more →Qualified Intermediary Coordination
Coordinate with bonded Qualified Intermediaries to ensure proper escrow handling and documentation.
Learn more →Compliance Documentation
Ensure all 1031 exchange documentation meets IRS requirements and compliance standards.
Learn more →Boot Planning
Plan for cash boot and non-like-kind property received in exchanges to minimize tax liability.
Learn more →Form 8824 Preparation
Prepare IRS Form 8824 documentation and coordinate with tax advisors for accurate reporting.
Learn more →Basis Calculation Support
Calculate adjusted basis for replacement properties and coordinate with CPAs for tax reporting.
Learn more →Depreciation Schedule Coordination
Coordinate depreciation schedules for replacement properties with tax advisors and CPAs.
Learn more →Exchange Funds Tracking
Track exchange proceeds through Qualified Intermediary escrow accounts and closing coordination.
Learn more →Identification Letter Preparation
Prepare written identification notices for Qualified Intermediaries within the 45 day deadline.
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