1031 Exchange Philadelphia

Service Catalogue

Exchange Services in Philadelphia, PA.

Select from replacement property sourcing, underwriting, compliance, and timeline management programs built for investors completing Section 1031 exchanges in Philadelphia, PA.

Service

Replacement Property Scouting Philadelphia

Curated replacement property shortlists for investors executing 1031 exchanges in Philadelphia, PA.

  • Inventory briefings covering Center City, University City, and collar counties
  • Comparable sales packets with rent and cap rate benchmarking
  • Heat maps highlighting projected cash flow stability and capex forecasts

Service

Forward Exchange Structuring Philadelphia

Document forward exchanges with assignment agreements, escrow instructions, and compliance checkpoints in Philadelphia, PA.

  • Assignment of purchase and sale agreements with required disclosures
  • Escrow instruction templates reflecting exchange accommodation requirements
  • Audit ready documentation covering relinquished and replacement properties

Service

Multifamily 1031 Identification Philadelphia

Identify stabilized and value add multifamily assets that satisfy 1031 exchange deadlines in Philadelphia, PA.

  • Neighborhood absorption analyses for multifamily corridors in Philadelphia, PA
  • Rent growth modeling with scenario testing for vacancy sensitivity
  • Financing assumption alerts to keep lender approvals synchronized

Service

Industrial Flex Identification Philadelphia

Locate industrial and flex replacement assets for logistics focused investors completing exchanges in Philadelphia, PA.

  • Last mile accessibility maps for Philadelphia, PA freight zones
  • Tenant credit reviews with payment performance indicators
  • Environmental screening summaries for Phase I and Phase II status

Service

Triple Net Retail Identification Philadelphia

Source single tenant and multi tenant NNN retail assets for Philadelphia, PA exchange investors.

  • Tenant credit scorecards referencing audited financials when available
  • Lease abstract packets with renewal schedules and CAM reconciliations
  • Trade area retail health studies with demographic overlays

Service

Medical Office 1031 Matching Philadelphia

Match medical office and healthcare real estate across Philadelphia, PA for compliant 1031 reinvestment.

  • Tenant roster reviews with insurance mix and reimbursement data
  • Facility compliance summaries covering ADA, HIPAA, and life safety standards
  • Capital expenditure forecasts for medical equipment, imaging, and surgical suites

Service

Self Storage Asset Identification Philadelphia

Develop self storage replacement property pipelines with occupancy and rate analytics in Philadelphia, PA.

  • Unit mix and occupancy dashboards for Philadelphia, PA storage corridors
  • Revenue management review outlining rate optimization opportunities
  • Operational expense benchmarking and staffing assessments

Service

Flex and Creative Office Identification Philadelphia

Locate adaptive reuse and creative office assets aligned with Philadelphia, PA exchange goals.

  • Adaptive reuse feasibility reports linked to Philadelphia, PA zoning rules
  • Tenant mix assessments with lease duration heat maps
  • Utility infrastructure summaries covering HVAC, electrical, and broadband capacity

Service

Hospitality Repositioning Identification Philadelphia

Source boutique, extended stay, and limited service hotel assets across Philadelphia, PA with repositioning roadmaps.

  • STAR report benchmarking and demand seasonality analysis for Philadelphia, PA hotels
  • Management agreement reviews including termination, key money, and owner priority clauses
  • Capital plan timelines for guest room renovations and public space upgrades

Service

Land and Mixed Use Strategy Philadelphia

Assemble land and mixed use replacement properties in Philadelphia, PA with entitlement and phasing guidance.

  • Entitlement calendars aligned with 180 day closing requirements
  • Engineer and survey coordination for Philadelphia, PA parcels
  • Infrastructure cost benchmarks with utility availability assessments

Service

Delaware Statutory Trust Placement Philadelphia

Evaluate DST sponsors and offerings that satisfy 1031 exchange objectives for Philadelphia, PA investors.

  • Sponsor due diligence reports with historical performance metrics
  • Offering memorandum abstracts highlighting risk factors and fees
  • Cash flow scenario modeling tailored to Philadelphia, PA investor goals

Service

Reverse Exchange Structuring Philadelphia

Coordinate reverse exchange logistics in Philadelphia, PA with exchange accommodation titleholders and lenders.

  • Reverse exchange feasibility models with capital stack analysis
  • Exchange accommodation titleholder selection and engagement packets
  • Timeline charts linking replacement acquisition, construction draws, and relinquished sale

Service

Improvement Exchange Construction Philadelphia

Plan construction and capital improvements during 1031 exchanges with Philadelphia, PA oversight.

  • Construction timeline aligned with exchange milestones and inspections
  • Draw request procedures with supporting documentation templates
  • Change order approval matrix maintaining budget and compliance control

Service

Timeline Discipline Program Philadelphia

Integrated 45 day and 180 day exchange timeline management for Philadelphia, PA investors.

  • Customized timeline dashboards with weekly status summaries
  • Deadline contingency plans for each exchange phase in Philadelphia, PA
  • Stakeholder briefing templates for attorneys, CPAs, and intermediaries

Service

Three Property Rule Strategy Philadelphia

Structure compliant three property identification lists tailored to Philadelphia, PA market inventory.

  • Three property scorecards ranking readiness, yield, and risk
  • Identification letter drafting with legal review coordination
  • Backup property sequencing to cover inspection or financing delays

Service

Two Hundred Percent Strategy Philadelphia

Design two hundred percent identification portfolios for diversified 1031 acquisitions in Philadelphia, PA.

  • Value tracking worksheets to maintain two hundred percent compliance
  • Portfolio level risk assessments referencing Philadelphia, PA transaction data
  • Lender allocation strategies for multiple simultaneous closings

Service

Ninety Five Percent Exception Advisory Philadelphia

Advise on ninety five percent identification exceptions for complex 1031 exchanges in Philadelphia, PA.

  • Acquisition probability models for each identified property
  • Funding waterfalls and reserve allocations for Philadelphia, PA closings
  • Risk mitigation checklists for inspections, financing, and title clearance

Service

Rent Roll Underwriting Review Philadelphia

Independent rent roll verification and tenant analytics for Philadelphia, PA replacement properties.

  • Tenant ledger reconciliation and variance analysis
  • Expiration schedule heat maps with renewal probability scoring
  • Delinquency trend reports and rent collection monitoring

Service

Twelve Month Financial Analysis Philadelphia

Detailed trailing twelve month financial analysis for 1031 replacement assets in Philadelphia, PA.

  • Adjusted T12 statements with consistent chart of accounts
  • Variance commentary on revenue and expense fluctuations
  • Forward looking NOI forecasts and stress tests

Service

Capex Planning for 1031 Assets Philadelphia

Capital expenditure planning and reserve strategies for Philadelphia, PA replacement properties.

  • Component level capital needs assessments with timelines
  • Reserve funding schedules tailored to Philadelphia, PA operating plans
  • Bid comparison matrices for major repair scopes

Service

Market Comparable Analytics Philadelphia

Comparable sales, rent, and construction analytics for Philadelphia, PA replacement property decisions.

  • Comparable sales grids with adjustments for condition and tenancy
  • Rent comparable packets segmented by unit type and lease structure
  • Construction pipeline monitoring for supply risk in Philadelphia, PA

Service

Lender Preflight Coordination Philadelphia

Align lender requirements and financing timelines for Philadelphia, PA 1031 replacement acquisitions.

  • Lender comparison matrix covering rates, leverage, and covenants
  • Document checklist tailored to each Philadelphia, PA lender
  • Appraisal and environmental ordering timelines

Service

Multi State Exchange Coordination Philadelphia

Manage multi state 1031 exchanges involving Philadelphia, PA assets with legal and tax alignment.

  • Jurisdictional requirement matrix covering transfer taxes and recording rules
  • Coordination plan for attorneys, CPAs, and intermediaries in each state
  • Entity structuring guidance with registered agent management

Service

Portfolio Exit Sequencing Philadelphia

Sequence property sales and acquisitions for Philadelphia, PA investors managing multi asset 1031 strategies.

  • Portfolio analytics highlighting disposition readiness and tax impacts
  • Sequencing roadmaps with contingency pathways
  • Cash flow timing models accounting for reserves and exchange escrow

Identification Rules Explained

Three Property Rule

Identify up to three properties of any value. Suitable when Philadelphia, PA investors pursue a focused shortlist with high closing certainty.

Two Hundred Percent Rule

Identify any number of properties as long as aggregate fair market value stays within two hundred percent of the relinquished property value. Useful for diversified Philadelphia, PA portfolios.

Ninety Five Percent Exception

Identify more properties exceeding two hundred percent of value, provided that at least ninety five percent of total value is acquired. Reserved for complex acquisitions coordinated across PA.

Exchange documentation must be delivered to the qualified intermediary in writing by midnight local time on day forty five. Seek counsel before locking these elections.

45 Day and 180 Day Deadline Calculator

Enter the scheduled closing date for the relinquished property. Deadlines adjust to the UTC time zone.

Calculated deadlines

Identification deadline: December 24, 2025

Exchange completion deadline: May 8, 2026

Exchange Timeline Tracker

Map critical milestones relative to the relinquished closing date. Adjust the schedule as contingencies shift.

  • Relinquished closing

    November 9, 2025

    Sale of relinquished property. Exchange funds move to the qualified intermediary.

  • Identification midpoint reminder

    December 2, 2025

    Confirm site tours, financing, and due diligence before day forty five.

  • Identification deadline

    December 24, 2025

    Deliver written identification list to the qualified intermediary by midnight local time.

  • Financing confirmation

    February 7, 2026

    Lock interest rate, order updated estoppels, and confirm lender closing conditions.

  • Final walkthrough scheduling

    April 18, 2026

    Complete inspections, walkthroughs, and closing document reviews.

  • Exchange completion deadline

    May 8, 2026

    Close on at least one replacement property within one hundred eighty days.

Common questions.

Do you provide replacement property sourcing across Philadelphia, PA?

Yes. Our scouting desk covers Center City, University City, Fishtown, and suburban corridors, preparing identification schedules that align with Pennsylvania transfer tax and documentation rules.

Can you coordinate lender approvals during the 1031 exchange timeline?

We run concurrent lender checklists, appraisal orders, and credit approvals to ensure financing is ready ahead of the one hundred eighty day deadline.

How do you support improvement exchanges in Pennsylvania?

We manage construction schedules, draw controls, and qualified intermediary reporting so improvements performed in Pennsylvania remain within IRS guidelines.

Ready to start your 1031 exchange?

Connect with a Philadelphia exchange advisor to discuss your replacement property goals and timeline.

Educational content only. Not tax or legal advice.