Asset focus
Challenges
- Investors sometimes overlook that a family limited partnership or an entity with overlapping ownership counts as a related party
- An early sale by either party within the two year window can undo a completed exchange years after closing
- Related party exchanges receive closer scrutiny, so documentation of legitimate business purpose is especially important
What we deliver
- A related party screening review of your relinquished and prospective replacement property counterparties
- A plain language explanation of the two year holding requirement and its exceptions
- Documentation notes to support legitimate business purpose in a related party structure
Related services
Find replacement properties for your 1031 exchange
Understand how federal capital gains tax applies when you sell a rental
Understand the stepped up basis rule for inherited real estate
Understand the structures investors use to earn passive income from real estate
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.