Exchange Services

exchange services for Orlando, FL investors who need concrete replacement-property decisions, advisor-ready documentation, and deadline control.

Plan with clarity

Exchange Services

Replacement Property Identification

Replacement Property Identification

Replacement property identification support for Orlando 1031 exchanges, drafting descriptions and delivering the list to the QI without losing a day.

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Forward Exchange Coordination

Forward Exchange Coordination

Forward exchange coordination for Orlando 1031 investors, sequencing the relinquished sale, QI setup, replacement search, and closing on one calendar.

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Qualified Intermediary Coordination

Qualified Intermediary Coordination

Qualified intermediary coordination for Orlando 1031 exchanges, sequencing notices between broker, title, and lender so the exchange agreement holds.

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DST Placement Coordination

DST Placement Coordination

DST placement coordination for Orlando 1031 exchange investors comparing passive allocations against subscription timing and advisor review.

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NNN and STNL Property Sourcing

NNN and STNL Property Sourcing

NNN and single tenant net lease sourcing for Orlando 1031 exchanges, comparing I-Drive tourism pads to neighborhood net lease on a fixed closing schedule.

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180-Day Closing Coordination

180-Day Closing Coordination

Closing coordination for Orlando 1031 exchanges through the 180-day window, tracking lender conditions, title work, and insurance sign-off on one calendar.

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Tax Advisor and CPA Coordination

Tax Advisor and CPA Coordination

Tax advisor and CPA coordination for Orlando 1031 exchanges, sequencing advisor questions against the 45-day and 180-day windows before closing.

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Retail Replacement Sourcing

Retail Replacement Sourcing

Retail replacement sourcing for Orlando 1031 exchanges, weighing tourist-corridor traffic against neighborhood trade areas on a fixed closing schedule.

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Reverse Exchange Coordination

Reverse Exchange Coordination

Reverse 1031 exchange coordination in Orlando, sequencing parking arrangements and financing when a scarce replacement asset can't wait on a sale.

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Market Comparable Analysis

Market Comparable Analysis

Market comparable analysis for Orlando 1031 exchanges across hospitality, medical, and industrial submarkets before identification is finalized.

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Multifamily Replacement Sourcing

Multifamily Replacement Sourcing

Multifamily replacement sourcing along Orlando's I-4 corridor, screening rent rolls, insurance line items, and financing on a fixed 1031 exchange calendar.

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Lender Preflight Coordination

Lender Preflight Coordination

Lender preflight coordination for Orlando 1031 exchanges, testing financing feasibility and insurance underwriting before identification is locked.

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Rent Roll Analysis

Rent Roll Analysis

Rent roll analysis for Orlando 1031 exchange replacement properties, normalizing seasonal tourism and logistics tenancy against the identification calendar.

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Boot Calculation Support

Boot Calculation Support

Boot calculation support for Orlando 1031 exchanges, tracking debt, cash, and value differences that can create taxable exposure before closing.

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Improvement Exchange Planning

Improvement Exchange Planning

Improvement exchange planning for Orlando 1031 investors using construction or buildout value toward replacement property within the 180-day window.

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Medical Office Replacement Sourcing

Medical Office Replacement Sourcing

Medical office replacement sourcing for Orlando 1031 exchanges, weighing Lake Nona Medical City buildings against suburban clinic condos on a fixed calendar.

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45-Day Identification Strategy

45-Day Identification Strategy

45-day identification planning for Orlando 1031 exchanges, sequencing broker outreach, underwriting, and advisor review before the calendar-day deadline.

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Exchange Documentation Assembly

Exchange Documentation Assembly

Exchange documentation assembly for Orlando 1031 exchanges, organizing sale records, identification proof, closing files, and advisor-ready packets.

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Self Storage Replacement Sourcing

Self Storage Replacement Sourcing

Self storage replacement sourcing for Orlando 1031 exchanges, screening occupancy quality against distribution-driven demand on a fixed closing calendar.

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Form 8824 Preparation Support

Form 8824 Preparation Support

Form 8824 preparation support for Orlando 1031 exchange investors, organizing exchange dates, property details, and closing figures for the CPA.

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Industrial Property Identification

Industrial Property Identification

Industrial replacement property identification for Orlando 1031 exchanges along the Beachline and 417 logistics corridors near the airport.

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T12 Financial Review

T12 Financial Review

Trailing twelve-month financial review for Orlando 1031 exchange replacement properties, verifying insurance, tax, and seasonal income lines before closing.

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Three Property Rule Strategy

Three Property Rule Strategy

Three property rule strategy for Orlando 1031 exchanges, ranking a lead candidate and two real backups across submarkets before the 45-day deadline.

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95% Rule Strategy

95% Rule Strategy

95% rule identification planning for Orlando 1031 exchanges when an investor needs a broad candidate list without an aggregate value cap.

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200% Rule Strategy

200% Rule Strategy

200% rule identification strategy for Orlando 1031 exchanges spanning hospitality, medical, and industrial candidates without breaking the value cap.

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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
(407) 499-5487