Exchange Services
Replacement Property Identification
Building a real, deadline-ready replacement property identification list across Nassau and Suffolk County for 1031 exchange investors under time.
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Forward Exchange Coordination
Running a standard sell-first, buy-second 1031 exchange for Long Island investors, from QI setup before closing through the 180-day purchase.
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Qualified Intermediary Coordination
Coordinating qualified intermediary notices, funding instructions, and closing timing for Long Island 1031 exchanges running through.
ExploreDST Placement Coordination
Coordinating Delaware statutory trust placements as replacement property for Long Island 1031 exchanges, from sponsor review to subscription.
ExploreNNN and STNL Property Sourcing
Single-tenant net lease sourcing along Long Island's Route 110, Sunrise Highway, and Jericho Turnpike corridors, with lease and credit review.
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180 Day Closing Coordination
Running a Long Island 1031 replacement closing inside the 180-day window, from municipal searches to lender committee dates and QI funding.
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Tax Advisor and CPA Coordination
Coordinating timely property and financing data between Long Island 1031 exchange investors and their CPA or tax advisor, without giving tax.
ExploreRetail Replacement Sourcing
Corridor retail sourcing along Sunrise Highway, Jericho Turnpike, and Route 25 for Long Island 1031 exchanges, with tenant mix and rollover.
ExploreReverse Exchange Coordination
Reverse exchange parking coordination for Long Island investors competing for LIE and Route 110 industrial space ahead of a relinquished.
ExploreMarket Comparable Analysis
Building a tax-adjusted comparable set for a Long Island 1031 replacement property, from sale comps to rent comps across different submarkets.
ExploreMultifamily Replacement Sourcing
Long Island multifamily sourcing for 1031 exchanges, weighted toward LIRR-station buildings, with rent roll, tax, and financing review handled.
ExploreLender Preflight Coordination
Getting preliminary lender feedback before identifying replacement property in a Long Island 1031 exchange, with DSCR and tax bill checks up.
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Rent Roll Analysis
Line-by-line rent roll analysis for Long Island 1031 replacement properties, checking arrears, concessions, tenant concentration, and post-sale.
ExploreBoot Calculation Support
Working out cash boot and mortgage boot exposure before a Long Island 1031 exchange closes, with the debt and price math advisors actually check.
ExploreImprovement Exchange Planning
Planning a Long Island 1031 improvement exchange, where construction or buildout value has to be locked in and titled through an EAT within 180.
ExploreMedical Office Replacement Sourcing
Long Island medical office sourcing for 1031 exchanges near Northwell-affiliated campuses, with lease, buildout, and closing-timeline review.
Explore45 Day Identification Strategy
How Long Island 1031 investors build a written 45-day identification list, from the LIE/Route 110 corridor to LIRR-adjacent replacement property.
ExploreExchange Documentation Assembly
Keeping a Long Island 1031 exchange file organized in real time, from the QI agreement to identification notices and closing statements.
ExploreSelf Storage Replacement Sourcing
Self storage replacement sourcing across Nassau and Suffolk County, covering conversion economics, zoning approval history, and occupancy.
ExploreForm 8824 Preparation Support
Organizing dates, values, and closing statements from a Long Island 1031 exchange so a CPA can prepare Form 8824 without chasing down records.
ExploreIndustrial Property Identification
Identifying warehouse and light-industrial replacement property along Long Island's Route 110 and Hauppauge corridor for a 1031 exchange.
ExploreT12 Financial Review
Rebuilding trailing twelve month financials for Long Island 1031 replacement properties, correcting tax, insurance, and seasonal income.
ExploreThree Property Rule Strategy
Ranking a real three-property identification list for Long Island 1031 exchanges competing for limited industrial, multifamily, and net lease.
Explore95 Percent Rule Strategy
When Long Island 1031 investors use the 95 percent identification rule, why it's a last resort, and how to pressure-test the list before relying.
Explore200 Percent Rule Strategy
Using the 200 percent identification rule for Long Island 1031 exchanges that split proceeds across multiple properties or DST allocations.
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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