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Exchange Services

  • Replacement Property Identification
    Building defensible written identification lists for Rhode Island 1031 exchanges across Providence, coastal, and industrial-corridor.

    Replacement Property Identification

  • 45 Day Identification Strategy
    45 Day Identification Strategy for Rhode Island 1031 exchanges, building a defensible short list across Providence, coastal, and I-95.

    45 Day Identification Strategy

  • 180 Day Closing Coordination
    180 Day Closing Coordination for Rhode Island 1031 exchanges, tracking the federal deadline across Providence, Newport, and coastal.

    180 Day Closing Coordination

  • Three Property Rule Strategy
    Structuring three-property identification lists for Rhode Island 1031 exchanges, using the state's compact geography to diversify.

    Three Property Rule Strategy

  • 200 Percent Rule Strategy
    200 Percent Rule Strategy for Rhode Island 1031 exchanges, building an identification list across Providence, Quonset, and coastal.

    200 Percent Rule Strategy

  • 95 Percent Rule Strategy
    95 Percent Rule Strategy for Rhode Island 1031 exchanges, the rarely used safe harbor that only works when nearly everything identified is.

    95 Percent Rule Strategy

  • Forward Exchange Coordination
    Forward Exchange Coordination for Rhode Island 1031 exchanges, sequencing the START EXCHANGE REVIEW and replacement search so the standard.

    Forward Exchange Coordination

  • Reverse Exchange Coordination
    Coordinating reverse 1031 exchanges for Rhode Island investors, from exchange accommodation titleholder setup to lender and closing.

    Reverse Exchange Coordination

  • Improvement Exchange Planning
    Improvement Exchange Planning for Rhode Island 1031 exchanges, structuring construction and build-out work through an exchange.

    Improvement Exchange Planning

  • Qualified Intermediary Coordination
    Coordinating qualified intermediary requirements for Rhode Island 1031 exchanges, from exchange agreements to attorney-closing timeline.

    Qualified Intermediary Coordination

  • DST Placement Coordination
    DST Placement Coordination for Rhode Island 1031 exchanges, matching Delaware statutory trust sponsor programs to the exchange calendar.

    DST Placement Coordination

  • NNN and STNL Property Sourcing
    Sourcing and underwriting single-tenant net-lease replacement property for Rhode Island 1031 exchanges along the state's commercial.

    NNN and STNL Property Sourcing

  • Multifamily Replacement Sourcing
    Sourcing and underwriting multifamily replacement property for Rhode Island 1031 exchanges, from Providence density to Blackstone Valley.

    Multifamily Replacement Sourcing

  • Industrial Property Identification
    Industrial Property Identification for Rhode Island 1031 exchanges, reading the Quonset Point, Davisville, and I-95 corridor stock before.

    Industrial Property Identification

  • Retail Replacement Sourcing
    Sourcing and underwriting retail replacement property for Rhode Island 1031 exchanges, from Newport tourism corridors to Providence.

    Retail Replacement Sourcing

  • Medical Office Replacement Sourcing
    Sourcing and underwriting medical office replacement property for Rhode Island 1031 exchanges, from Providence hospital corridors to lease.

    Medical Office Replacement Sourcing

  • Self Storage Replacement Sourcing
    Sourcing and underwriting self-storage replacement property for Rhode Island 1031 exchanges, from coastal seasonal demand to.

    Self Storage Replacement Sourcing

  • Rent Roll Analysis
    Verifying rent rolls and operating income for Rhode Island 1031 exchange replacement property, from Providence multifamily to Newport.

    Rent Roll Analysis

  • T12 Financial Review
    Normalizing trailing-twelve financial statements for Rhode Island 1031 exchange replacement property, including seasonal hospitality income.

    T12 Financial Review

  • Market Comparable Analysis
    Market Comparable Analysis for Rhode Island 1031 exchanges, pricing replacement candidates against real rent, reserve, and cap rate data.

    Market Comparable Analysis

  • Lender Preflight Coordination
    Lender Preflight Coordination for Rhode Island 1031 exchanges, getting financing terms confirmed before identification day so the deadline.

    Lender Preflight Coordination

  • Boot Calculation Support
    Boot Calculation Support for Rhode Island 1031 exchanges, catching cash and debt-relief boot before the closing statement locks in an.

    Boot Calculation Support

  • Form 8824 Preparation Support
    Form 8824 Preparation Support for Rhode Island 1031 exchanges, organizing the closing numbers a CPA needs so the filed form actually.

    Form 8824 Preparation Support

  • Tax Advisor and CPA Coordination
    Coordinating documentation between your CPA and qualified intermediary for a Rhode Island 1031 exchange, without giving tax or basis advice.

    Tax Advisor and CPA Coordination

  • Exchange Documentation Assembly
    Exchange Documentation Assembly for Rhode Island 1031 exchanges, building the paper trail an advisor, lender, or examiner will actually.

    Exchange Documentation Assembly

Exchange Services

Explore exchange services for Rhode Island investors, organized around clear decisions, documented deadlines, and a practical path to closing.

Plan with clarity

Exchange Services

Replacement Property Identification

Replacement Property Identification

Building defensible written identification lists for Rhode Island 1031 exchanges across Providence, coastal, and industrial-corridor submarkets.

Explore
45 Day Identification Strategy

45 Day Identification Strategy

45 Day Identification Strategy for Rhode Island 1031 exchanges, building a defensible short list across Providence, coastal, and I-95 corridor.

Explore
180 Day Closing Coordination

180 Day Closing Coordination

180 Day Closing Coordination for Rhode Island 1031 exchanges, tracking the federal deadline across Providence, Newport, and coastal submarkets.

Explore
Three Property Rule Strategy

Three Property Rule Strategy

Structuring three-property identification lists for Rhode Island 1031 exchanges, using the state's compact geography to diversify candidates.

Explore
200 Percent Rule Strategy

200 Percent Rule Strategy

200 Percent Rule Strategy for Rhode Island 1031 exchanges, building an identification list across Providence, Quonset, and coastal submarkets.

Explore
95 Percent Rule Strategy

95 Percent Rule Strategy

95 Percent Rule Strategy for Rhode Island 1031 exchanges, the rarely used safe harbor that only works when nearly everything identified is truly.

Explore
Forward Exchange Coordination

Forward Exchange Coordination

Forward Exchange Coordination for Rhode Island 1031 exchanges, sequencing the relinquished sale and replacement search so the standard exchange.

Explore
Reverse Exchange Coordination

Reverse Exchange Coordination

Coordinating reverse 1031 exchanges for Rhode Island investors, from exchange accommodation titleholder setup to lender and closing timeline.

Explore
Improvement Exchange Planning

Improvement Exchange Planning

Improvement Exchange Planning for Rhode Island 1031 exchanges, structuring construction and build-out work through an exchange accommodation.

Explore
Qualified Intermediary Coordination

Qualified Intermediary Coordination

Coordinating qualified intermediary requirements for Rhode Island 1031 exchanges, from exchange agreements to attorney-closing timeline.

Explore
DST Placement Coordination

DST Placement Coordination

DST Placement Coordination for Rhode Island 1031 exchanges, matching Delaware statutory trust sponsor programs to the exchange calendar before.

Explore
NNN and STNL Property Sourcing

NNN and STNL Property Sourcing

Sourcing and underwriting single-tenant net-lease replacement property for Rhode Island 1031 exchanges along the state's commercial corridors.

Explore
Multifamily Replacement Sourcing

Multifamily Replacement Sourcing

Sourcing and underwriting multifamily replacement property for Rhode Island 1031 exchanges, from Providence density to Blackstone Valley.

Explore
Industrial Property Identification

Industrial Property Identification

Industrial Property Identification for Rhode Island 1031 exchanges, reading the Quonset Point, Davisville, and I-95 corridor stock before it.

Explore
Retail Replacement Sourcing

Retail Replacement Sourcing

Sourcing and underwriting retail replacement property for Rhode Island 1031 exchanges, from Newport tourism corridors to Providence neighborhood.

Explore
Medical Office Replacement Sourcing

Medical Office Replacement Sourcing

Sourcing and underwriting medical office replacement property for Rhode Island 1031 exchanges, from Providence hospital corridors to lease and.

Explore
Self Storage Replacement Sourcing

Self Storage Replacement Sourcing

Sourcing and underwriting self-storage replacement property for Rhode Island 1031 exchanges, from coastal seasonal demand to Providence-area.

Explore
Rent Roll Analysis

Rent Roll Analysis

Verifying rent rolls and operating income for Rhode Island 1031 exchange replacement property, from Providence multifamily to Newport seasonal.

Explore
T12 Financial Review

T12 Financial Review

Normalizing trailing-twelve financial statements for Rhode Island 1031 exchange replacement property, including seasonal hospitality income.

Explore
Market Comparable Analysis

Market Comparable Analysis

Market Comparable Analysis for Rhode Island 1031 exchanges, pricing replacement candidates against real rent, reserve, and cap rate data before.

Explore
Lender Preflight Coordination

Lender Preflight Coordination

Lender Preflight Coordination for Rhode Island 1031 exchanges, getting financing terms confirmed before identification day so the deadline is.

Explore
Boot Calculation Support

Boot Calculation Support

Boot Calculation Support for Rhode Island 1031 exchanges, catching cash and debt-relief boot before the closing statement locks in an unplanned.

Explore
Form 8824 Preparation Support

Form 8824 Preparation Support

Form 8824 Preparation Support for Rhode Island 1031 exchanges, organizing the closing numbers a CPA needs so the filed form actually matches the.

Explore
Tax Advisor and CPA Coordination

Tax Advisor and CPA Coordination

Coordinating documentation between your CPA and qualified intermediary for a Rhode Island 1031 exchange, without giving tax or basis advice.

Explore
Exchange Documentation Assembly

Exchange Documentation Assembly

Exchange Documentation Assembly for Rhode Island 1031 exchanges, building the paper trail an advisor, lender, or examiner will actually check.

Explore

Ready to organize the exchange?

Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.

Start Exchange Review
(401) 313-5411