Exchange Services

Free help organizing the sale, replacement-property search, passive options and professionals needed to move a Park City exchange forward.

Turnkey 1031 exchange solutions

Start with the sale, not a technical rule.

Whether the property is merely being considered, already listed or under contract, we help organize the exchange, define the replacement objective and compare the paths that can move toward closing.

Plan with clarity

Explore Every Exchange Solution

Begin with the solution that matches the planned sale. Technical rules remain available below, but the exchange should be organized around the owner’s property, timing and desired outcome.

Replacement Property Identification

Replacement Property Identification

Replacement property identification coordination for a Park City 1031 exchange, from submittal formatting to fallback candidate planning.

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DST Placement Coordination

DST Placement Coordination

Reviewing Delaware statutory trust offerings as a passive replacement option for Park City owners exiting active rental management.

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Forward Exchange Coordination

Forward Exchange Coordination

Sequencing a standard sell-first exchange for a Park City owner, from QI engagement through the 45-day and 180-day deadlines.

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Qualified Intermediary Coordination

Qualified Intermediary Coordination

Qualified intermediary coordination for a Park City 1031 exchange, covering document submittals, escrow handoffs, and constructive receipt.

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Reverse Exchange Coordination

Reverse Exchange Coordination

Reverse exchange coordination for a Park City 1031 exchange, covering exchange accommodation titleholder scope and parked-property financing.

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45 Day Identification Strategy

45 Day Identification Strategy

A working schedule for building, pricing, and submitting a Park City replacement candidate list before the 45-day identification window closes.

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180 Day Closing Coordination

180 Day Closing Coordination

Closing-package coordination for Park City exchangers moving identified replacement property to a completed acquisition inside the 180-day.

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NNN and STNL Property Sourcing

NNN and STNL Property Sourcing

Single-tenant net lease sourcing for a Park City 1031 exchange, covering Kimball Junction and Main Street corridors and lease-abstract review.

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Multifamily Replacement Sourcing

Multifamily Replacement Sourcing

Multifamily replacement property sourcing for a Park City exchange, covering Wasatch Back supply, workforce housing stock, and submittal.

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Tax Advisor and CPA Coordination

Tax Advisor and CPA Coordination

CPA and tax advisor coordination for a Park City 1031 exchange, keeping the investor's own advisor looped in on boot, basis, and filing.

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Retail Replacement Sourcing

Retail Replacement Sourcing

Retail replacement property sourcing for a Park City exchange, covering Main Street tourist retail and Kimball Junction power-center stock.

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Market Comparable Analysis

Market Comparable Analysis

Building a defensible comp set for Park City replacement candidates when local sale data is thin and pricing needs outside context.

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Lender Preflight Coordination

Lender Preflight Coordination

Testing replacement-property financing against underwriting before a Park City candidate is committed to the identification list.

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Rent Roll Analysis

Rent Roll Analysis

Rent roll review for Park City 1031 replacement candidates, comparing seasonal short-term-rental income against standard lease structures.

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Boot Calculation Support

Boot Calculation Support

Modeling cash and debt-relief boot exposure on a Park City exchange before closing statements lock in the final numbers for review.

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Improvement Exchange Planning

Improvement Exchange Planning

Sequencing a Park City build-to-suit exchange so construction value is banked and documented before the 180-day exchange period ends.

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Medical Office Replacement Sourcing

Medical Office Replacement Sourcing

Sourcing medical office replacement property for a Park City 1031 exchange, from Snyderville Basin supply surveys to tenant-credit underwriting.

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Exchange Documentation Assembly

Exchange Documentation Assembly

Assembling a complete, indexed exchange file for a Park City transaction, from the QI agreement through the recorded deed.

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Self-Storage Replacement Sourcing

Self-Storage Replacement Sourcing

Self-storage replacement property sourcing for a Park City 1031 exchange, covering Heber Valley and Kamas Basin facility supply and review.

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Form 8824 Preparation Support

Form 8824 Preparation Support

Organizing closing dates, property descriptions, and boot figures from a Park City exchange into a package the CPA can file.

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Industrial Property Identification

Industrial Property Identification

Screening light-industrial and flex replacement candidates for Park City exchangers looking past resort-driven asset classes.

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T-12 Financial Review

T-12 Financial Review

Trailing-twelve financial review for Park City 1031 replacement candidates, normalizing owner add-backs and seasonal revenue swings.

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Three-Property Rule Strategy

Three-Property Rule Strategy

Three-property identification rule strategy for a Park City 1031 exchange, covering candidate selection and fallback sequencing.

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95 Percent Rule Strategy

95 Percent Rule Strategy

Modeling the 95% rule's acquisition hurdle before a Park City investor commits to a broad, uncapped identification list.

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200 Percent Rule Strategy

200 Percent Rule Strategy

Structuring a Park City replacement identification list under the 200% rule when the target is several smaller assets instead of one large.

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Ready to organize the exchange?

Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.

Start Exchange Review
(435) 466-2428