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Exchange Services
Replacement Property Identification 45-Day Identification Strategy 180-Day Closing Coordination Three Property Rule Strategy 200% Rule Strategy 95% Rule Strategy All Exchange Services
Replacement Property
Replacement Property Identification 45-Day Identification Strategy 180-Day Closing Coordination Three Property Rule Strategy 200% Rule Strategy 95% Rule Strategy All Exchange Services
Service Areas
Louisville Jeffersontown St. Matthews Lyndon Middletown Hurstbourne All Exchange Markets
(502) 908-2821
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Exchange Services

Replacement Property Identification

45-Day Identification Strategy

180-Day Closing Coordination

Three Property Rule Strategy

200% Rule Strategy

95% Rule Strategy

Forward Exchange Coordination

Reverse Exchange Coordination

Improvement Exchange Planning

Qualified Intermediary Coordination

DST Placement Coordination

NNN and STNL Property Sourcing

Multifamily Replacement Sourcing

Industrial Property Identification

Retail Replacement Sourcing

Medical Office Replacement Sourcing

Self Storage Replacement Sourcing

Rent Roll Analysis

T12 Financial Review

Market Comparable Analysis

Lender Preflight Coordination

Boot Calculation Support

Form 8824 Preparation Support

Tax Advisor and CPA Coordination

Exchange Documentation Assembly

Home/Exchange Mechanics

Exchange Mechanics

How a 1031 exchange actually works for Louisville property owners, from deadlines to disqualifying mistakes.

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Exchange Mechanics

The Qualified Intermediary Role

Why a qualified intermediary is required to hold exchange proceeds, what the safe-harbor rules actually protect against, and what disqualifies someone from serving.

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The 45-Day Identification Period

How the 45-day identification clock works, the three ways to list replacement property under the IRS rules, and where Louisville investors tend to trip on the math.

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The 180-Day Exchange Deadline

How the 180-day closing deadline works, why it can shrink around an investor's tax return due date, and what closes an exchange out for good in Louisville.

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Like-Kind Property Explained

What actually counts as like-kind real property under current 1031 rules, what was excluded by the 2017 tax law, and how broad the definition really is.

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What Is Boot in a 1031 Exchange

How cash boot and mortgage boot create partial taxable gain in an otherwise deferred 1031 exchange, and how Louisville investors structure around them.

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Related-Party 1031 Exchange Rules

How Section 1031(f) treats exchanges between related parties, the two-year holding requirement, and the qualified-intermediary structuring trap it created.

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Reverse 1031 Exchange Explained

How a reverse 1031 exchange lets an investor buy first and sell later using an exchange accommodation titleholder, and where the parking structure gets complicated.

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Improvement and Build-to-Suit Exchange

How an improvement exchange lets exchange funds pay for construction on the replacement property, and why every dollar of work must land inside the 180-day window.

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