DEFERRED EXCHANGES

1031 Consulting & Strategy

The most successful exchanges are won in the planning phase. Our consulting services go beyond mere document processing; we act as a high-level thought partner for CPAs, attorneys, and family offices. Whether you are navigating a “Drop and Swap” partnership dissolution, investigating DST eligibility, or structuring a multi-asset portfolio rebalancing, our deep bench of specialists provides the technical clarity needed to move forward.

Our consulting approach is rooted in risk mitigation and the “Institutional Standard.” We analyze your specific tax landscape to identify potential “boot” issues, debt-replacement requirements, and structural hurdles before they become deal-breakers. By engaging our team early, you ensure your exchange is built on a foundation of absolute compliance and maximum financial security.