Complex structures for sophisticated transactions that fall outside standard safe harbor rules.
Not every exchange fits neatly within the IRS safe harbor guidelines. Non-safe harbor exchanges — including build-to-suit, improvement, and other complex structures — require deep expertise and meticulous documentation to maintain tax-deferred status.
Our team has facilitated hundreds of non-safe harbor transactions, bringing institutional rigor to structures that demand precision. Every dollar of your exchange funds remains in a segregated, dual-signature account, and our documentation process is built to withstand scrutiny.