broker services 

Apartment Building 2.jpg

Purchasing, selling, or completing a 1031 Exchange (26 U.S.C. § 1031) can be a lengthy and complex process. There are many moving parts that need proper due diligence and must be completed in a short amount of time. Below is an outline of all the services we attend to during this process:

  • Timelines

    • Property Identification

    • The Due Diligence Period

    • The Closing Period

  • The Contract

    • The Letter of Intent (LOI)

    • The Purchase and Sale Agreement (PSA)

  • Physical Due Diligence

    • Property Condition Assessment (PCA) Report

    • Environmental Reports - Phase I & Phase II

    • Survey & Zoning Reports

    • Earthquake Reports

  • Financial Due Diligence

    • Lease Audits

    • Appraisal

    • Market Analysis

    • Underwriting

  • Ownership

    • Entity Formation

    • Operating Agreement

    • The JV Operating Agreement

    • Property Management

  • Debt Service

    • Finding Lenders

    • Lender Requirements

    • Binding Insurance

    • SNDA’s

    • Underwriting Standards