Most investors who sell an appreciated property know they want to defer capital gains through a 1031 exchange. What they underestimate is how quickly the 45-day identification window closes and how few replacement properties actually meet their yield, tenant-credit, and leverage requirements once real diligence begins. That gap between intention and execution is where deals fall apart.
Our firm was built around that gap. We operate a sourcing and advisory desk based in Austin, TX that works exclusively with exchange buyers on a deadline. We are not a brokerage that dabbles in exchanges. We do not hold exchange funds, and we are not a Qualified Intermediary. What we do is find, vet, and help close replacement properties across all fifty states so our clients can preserve their equity and move forward with certainty.
How we work
Intake and timeline mapping
We start with a secure intake that captures your sale date, identification deadline, closing window, yield targets, leverage parameters, and any geographic or tenant-credit preferences. This becomes the single brief every downstream partner works from.
Property sourcing and screening
Our desk pulls from off-market relationships, national listing platforms, sale-leaseback pipelines, and direct-to-owner campaigns. Every property is screened against your brief before you see it, so you review opportunities rather than inventory.
Diligence coordination
Once a target is identified, we assemble the documentation package and coordinate with your Qualified Intermediary, lender, attorney, and CPA. You receive a single tracker that shows where every moving piece stands.
Close and post-close handoff
We stay through closing and hand off a complete file to your property manager or asset management team. Every document, contact, and timeline decision is archived for future reference or audit.
What we hold to
We are not a Qualified Intermediary
We coordinate with your QI but never hold exchange funds or act as an intermediary. Our role is advisory and sourcing only.
Deadlines are non-negotiable
The IRS does not grant extensions on 45-day identification or 180-day closing windows. Every workflow we run is reverse-engineered from your hard dates.
Fewer deals, done well
We limit active engagements so every client gets direct access to a senior advisor, not a junior associate reading from a playbook.
Ready to start a conversation?
Send your exchange brief and we will respond with next steps.
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