Forward exchange structuring helps Philadelphia, PA investors document qualified exchanges where the relinquished property closes before the replacement property acquisition. We coordinate assignment agreements, escrow instructions, and compliance checkpoints to ensure IRS eligibility.
Our process includes qualified intermediary selection, escrow account setup, and document preparation. We work with title companies and escrow officers in Philadelphia, PA to ensure wire instructions and disbursement approvals align with exchange requirements.
We support investors who need structured documentation for forward exchanges involving Philadelphia, PA properties. Our team tracks lender conditions, appraisal delivery, and closing milestones to keep transactions compliant with the one hundred eighty day deadline.
What this includes.
- • Assignment of purchase and sale agreements with required disclosures
- • Escrow instruction templates reflecting exchange accommodation requirements
- • Audit ready documentation covering relinquished and replacement properties
- • Timeline dashboards linking inspections, financing, and closing deliverables
- • Qualified intermediary coordination and document delivery
Common situations.
- •Investors selling Philadelphia, PA properties who need forward exchange documentation and escrow coordination
- •Portfolio owners executing multiple forward exchanges who require structured compliance support
- •Investors coordinating forward exchanges across multiple jurisdictions who need documentation alignment
Example of the type of engagement we can handle
Example engagement.
Contact us to discuss your situation in Philadelphia, PA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.