broker services
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