Asset focus
Challenges
- Investors sometimes underwrite cash flow using a pro forma that assumes unrealistically low vacancy or expense figures
- Deferred maintenance inherited at acquisition can quietly erode cash flow in the first several years of ownership
- Overleveraging a replacement property with aggressive financing can turn a property with strong net operating income into one with thin or negative cash flow
What we deliver
- A cash flow framework you can apply when evaluating prospective replacement properties
- A review of lease structure and tenant quality as they relate to income predictability
- Coordination notes to align cash flow goals with your 1031 exchange replacement property search
Related services
Find replacement properties for your 1031 exchange
Understand how federal capital gains tax applies when you sell a rental
Understand the stepped up basis rule for inherited real estate
Understand the structures investors use to earn passive income from real estate
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.