Exchange Services

Explore exchange services for Louisville investors, organized around clear decisions, documented deadlines, and a practical path to closing.

Plan with clarity

Exchange Services

Replacement Property Identification

Building a Louisville replacement property identification list that survives the 45-day window, across industrial, medical, and multifamily.

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Forward Exchange Coordination

Running the standard sell-first, buy-second 1031 sequence for Louisville investors, with the qualified intermediary and deadlines kept in.

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Qualified Intermediary Coordination

Coordinating the qualified intermediary, closing attorneys, and lenders on a Louisville 1031 exchange so proceeds never touch the investor's.

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DST Placement Coordination

Coordinating a Delaware Statutory Trust placement as replacement property for a Louisville 1031 exchange, and where investors underestimate the.

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NNN and STNL Property Sourcing

Single-tenant and triple-net property sourcing across Louisville corridors, weighing lease durability and tenant credit against headline cap.

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Tax Advisor and CPA Coordination

Keeping a Louisville investor's CPA and tax advisor informed through a 1031 exchange without turning them into the transaction coordinator.

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180-Day Closing Coordination

Closing-path management for Louisville 1031 exchanges from accepted replacement offer through Day 180, built around what actually stalls local.

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Retail Replacement Sourcing

Retail replacement property sourcing across Louisville corridors, from Bardstown Road storefronts to grocery-anchored suburban strip centers.

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Reverse Exchange Coordination

Coordinating a reverse 1031 exchange in Louisville when a scarce replacement property surfaces before the relinquished asset has sold.

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Market Comparable Analysis

Pulling defensible comparable values across Louisville submarkets so exchange identification and pricing decisions rest on real numbers, not.

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Multifamily Replacement Sourcing

Multifamily replacement property sourcing across Louisville submarkets, from Highlands-area buildings to suburban garden apartments and Southern.

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Lender Preflight Coordination

Getting financing genuinely ready before identifying replacement property, so a Louisville lender's real timeline doesn't collide with day 180.

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Rent Roll Analysis

Rent roll review for Louisville replacement property, including logistics tenants near UPS Worldport and bourbon warehousing leases with unusual.

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Boot Calculation Support

Working through cash and debt-relief boot exposure before closing on a Louisville replacement property, so tax surprises show up early, not.

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Improvement Exchange Planning

Planning a build-to-suit or construction 1031 exchange for Louisville investors who need improvement value counted before the 180-day deadline.

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Medical Office Replacement Sourcing

Medical office replacement sourcing for Louisville 1031 exchange investors, from downtown hospital-district buildings to Hurstbourne Parkway.

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45-Day Identification Strategy

A workable plan for naming replacement property inside the 45-day window, built for how fast Louisville submarkets actually move.

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Exchange Documentation Assembly

Assembling the exchange agreement, identification notices, and closing files a Louisville 1031 exchange needs to survive later scrutiny.

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Self Storage Replacement Sourcing

Self-storage replacement property sourcing across Louisville suburbs, checking occupancy claims, new supply, and deferred maintenance before an.

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Form 8824 Preparation Support

Organizing the transaction records a Louisville investor's CPA needs to complete Form 8824 accurately, without the exchange file arriving late.

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Industrial Property Identification

Identifying qualifying industrial replacement property across Louisville's Riverport and I-65 corridors within the 45-day exchange window.

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T12 Financial Review

Trailing twelve-month financial review for Louisville replacement property, separating durable income from seller add-backs before an offer.

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Three Property Rule Strategy

Building a three-property identification slate for a Louisville 1031 exchange that survives financing, diligence, and a shrinking closing window.

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95% Rule Strategy

How the 95% identification rule works for Louisville exchanges, and why it is a fallback rather than a primary identification strategy.

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200% Rule Strategy

Identification strategy under the 200% rule for Louisville investors spreading exchange proceeds across more than three replacement candidates.

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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.

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