Services
Turnkey 1031 exchange solutions for Illinois property owners
Start with the planned sale, then explore replacement-property identification, direct and passive options, intermediary support, financing, diligence, and closing.
Replacement Property Identification
Disciplined replacement-property sourcing for Illinois exchangers who need viable assets before the 45-day deadline closes.
Exchange service45 Day Identification Strategy
A practical 45-day work plan that turns the most compressed part of a 1031 exchange into daily sourcing, underwriting, and documentation checkpoints.
Exchange service180-Day Replacement Closing Support
Closing coordination that keeps diligence, financing, title, and exchange documentation aligned through the 180-day receipt deadline.
Exchange serviceThree Property Rule Strategy
Focused strategy for exchangers using the three-property identification rule without wasting slots on weak or mismatched assets.
Exchange service200 Percent Rule Strategy
A valuation-aware identification strategy for investors who need more than three replacement options without breaching aggregate value limits.
Exchange service95 Percent Rule Strategy
Specialized guidance for high-certainty acquisition plans where the 95 percent rule may be relevant and demands disciplined execution.
Exchange serviceForward 1031 Exchange Solutions
Traditional delayed exchange coordination for investors selling first and acquiring Illinois or national replacement real estate after closing.
Exchange serviceReverse 1031 Exchange Solutions
Reverse exchange planning for investors who need to secure replacement property before the relinquished asset is sold.
Exchange serviceImprovement Exchange Planning
Build-to-suit exchange planning for investors who need improvements completed with exchange funds before receiving replacement property.
Exchange serviceQualified Intermediary Support
QI coordination that keeps exchange agreements, assignment notices, identification forms, and funding requests moving in the right sequence.
Exchange serviceDST Replacement Property Options
DST placement coordination for investors seeking passive replacement options alongside or instead of directly owned Illinois real estate.
Exchange serviceNNN and STNL Property Sourcing
Sourcing for triple-net and single-tenant net lease properties aligned with exchange timing, tenant credit, lease term, and debt goals.
Exchange serviceMultifamily Replacement Sourcing
Multifamily replacement-property sourcing for exchangers targeting apartments, mixed-use residential, and professionally managed rental assets.
Exchange serviceIndustrial Property Identification
Industrial replacement identification for investors targeting warehouse, logistics, light manufacturing, flex, or small-bay properties.
Exchange serviceRetail Replacement Sourcing
Retail replacement-property sourcing for investors evaluating neighborhood centers, service retail, pads, and necessity-based tenant mixes.
Exchange serviceMedical Office Replacement Sourcing
Medical office sourcing for exchangers looking at healthcare tenancy, specialized buildouts, and location ties to hospital or outpatient networks.
Exchange serviceSelf Storage Replacement Sourcing
Self-storage replacement sourcing for investors comparing operational income, unit mix, expansion potential, and management requirements.
Exchange serviceRent Roll Analysis
Rent roll review that tests income durability, tenant concentration, lease dates, concessions, reimbursement structure, and exchange-fit assumptions.
Exchange serviceT12 Financial Review
Trailing-12 financial review for replacement properties where income, expenses, taxes, repairs, and reimbursements must support the exchange decision.
Exchange serviceMarket Comparable Analysis
Comparable sales and lease analysis for Illinois replacement properties so identified assets are not chosen from asking-price optimism alone.
Exchange serviceReplacement Financing Preflight
Early lender coordination that tests debt replacement, leverage, timing, collateral fit, and closing conditions before the exchange plan depends on financing.
Exchange serviceBoot Calculation Support
Boot calculation support that helps investors understand cash, debt, and non-like-kind property issues before final tax review.
Exchange serviceForm 8824 Preparation Support
Document assembly and transaction fact support for the CPA or tax preparer responsible for Form 8824 reporting.
Exchange serviceTax Advisor and CPA Support
Coordination with tax advisors so exchange strategy, entity structure, basis, boot, and filing support are reviewed by the right professionals.
Exchange serviceExchange Documentation Assembly
Complete exchange documentation assembly so sale, identification, acquisition, QI, lender, and tax files are organized in one usable record.