Exchange Services
Explore exchange services for Connecticut investors, organized around clear decisions, documented deadlines, and a practical path to closing.
Exchange Services
Replacement Property Identification
Building a compliant 45-day identification list across Hartford, Fairfield, and New Haven County using the three-property, 200%, and 95% rules.
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Forward Exchange Solutions
Coordinate a forward 1031 exchange in Connecticut from qualified intermediary setup through identification and replacement closing.
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Qualified Intermediary Setup
Coordinating exchange proceeds, documentation, and deadlines with your qualified intermediary through Connecticut's attorney-closing process.
ExploreDST Replacement Properties
Coordinate DST replacement options for Connecticut 1031 investors seeking passive ownership, with sponsor, allocation, and funding review.
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NNN and STNL Property Sourcing
Single-tenant net lease sourcing along Connecticut's I-95 shoreline and Hartford County retail corridors, screened for guarantee strength and.
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Tax Advisor and CPA Coordination
Coordinating your tax advisor and CPA through a Connecticut exchange for boot calculation, Form 8824, and state filing, without giving tax.
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Reverse Exchange Solutions
Structuring a reverse exchange through a parking arrangement when a Connecticut replacement property needs to close before your relinquished.
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180-Day Closing Plan
Coordinate lenders, title, and the qualified intermediary so a Connecticut replacement closing lands inside the 180-day exchange window.
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Retail Replacement Sourcing
Sourcing retail replacement property from shoreline strip centers to Fairfield County high streets, screened for anchor credit and CAM.
ExploreMarket Comparable Analysis
Review sales and rent comparables across Connecticut submarkets to test replacement-property pricing before a 1031 identification.
ExploreMultifamily Replacement Sourcing
Multifamily replacement sourcing across Hartford County, Fairfield County, and New Haven built around rent-roll performance and the exchange.
ExploreLender Preflight Coordination
Confirm loan sizing and document requirements with lenders before a Connecticut 1031 identification is finalized, reducing financing surprises.
ExploreRent Roll Analysis
Rent roll review for Connecticut replacement property candidates, checked against lease law, deposit interest rules, and true trailing.
ExploreBoot Calculation Support
Organize sale proceeds, debt payoff, and closing costs so a Connecticut investor's advisor can evaluate potential 1031 boot exposure.
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Improvement Exchange Planning
Plan an improvement exchange in Connecticut where construction, buildout, or renovation work must be structured inside the exchange period.
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Medical Office Replacement Sourcing
Medical office replacement sourcing across Hartford, Fairfield, and New Haven County built around lease credit, tenant use, and the 45-day.
Explore45 Day Identification Strategy
Plan the 45-day identification window for a Connecticut 1031 exchange with rule selection, backup ranking, and delivery tracking.
ExploreExchange Documentation Assembly
Assemble a complete Connecticut 1031 exchange record from sale through replacement closing for advisers and future reporting needs.
ExploreSelf-Storage Replacement Sourcing
Sourcing self-storage replacement property in suburban Hartford and Fairfield County, screened on occupancy, unit mix, and rate management.
ExploreForm 8824 Preparation Support
Organize dates, values, and closing documents from a Connecticut 1031 exchange to support your CPA's preparation of Form 8824.
ExploreIndustrial Property Identification
Identify industrial and last-mile replacement candidates for a Connecticut 1031 exchange with building, lease, and utility-cost review.
ExploreT12 Financial Review
Trailing-twelve-month financial review for Connecticut replacement candidates, normalized for mill rate swings, utilities, and snow removal cost.
ExploreThree-Property Rule Strategy
Using the three-property rule to build a Connecticut identification list across Hartford, Fairfield, and New Haven County submarkets by day 45.
Explore95 Percent Rule Strategy
Evaluate the 95 percent identification rule for complex Connecticut exchanges naming many properties beyond the usual limits.
Explore200 Percent Rule Strategy
Use the 200 percent identification rule to name multiple Connecticut replacement candidates while tracking aggregate fair market value.
ExploreReady to organize the exchange?
Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.
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