Knowledgeable, accessible consultants
who help you maneuver every step of the exchange process
The legal documents required by the
1031 rules to maintain the integrity of your exchange
Instructions and guidance to the closing
agents for both your sale and purchase transactions
Reminders of all the deadlines throughout
the exchange process
A final reconciliation of your exchange
proceeds and interest earned making tax time easier
Security of your exchange proceeds
our foremost concern
Maintains fidelity bond coverage
Maintains errors and omissions insurance