Reverse exchange structuring helps Philadelphia, PA investors coordinate reverse exchange logistics where the replacement property closes before the relinquished property sale. We coordinate exchange accommodation titleholder selection, lender coordination, and compliance checkpoints to ensure IRS eligibility.
Our process includes EAT entity formation, purchase agreement assignments, and document preparation. We work with title companies and escrow officers in Philadelphia, PA to ensure wire instructions and disbursement approvals align with reverse exchange requirements.
We support investors who need structured documentation for reverse 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.
- • Exchange accommodation titleholder selection and entity formation coordination
- • Purchase agreement assignments with required disclosures
- • Escrow instruction templates reflecting reverse exchange accommodation requirements
- • Audit ready documentation covering replacement and relinquished properties
- • Timeline dashboards linking EAT closing, relinquished property sale, and exchange deadlines
- • Lender coordination and document delivery
Common situations.
- •Investors acquiring Philadelphia, PA properties who need reverse exchange documentation and EAT coordination
- •Portfolio owners executing multiple reverse exchanges who require structured compliance support
- •Investors coordinating reverse 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.