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Documents Needed

To begin processing your exchange, we’ll need a few documents and some information from you. You can upload everything you have here. If you’re missing anything, that’s okay—just upload what you have, and we’ll help you gather the rest.

Contact information requested, as applicable:
      1. Property owner (Your Name, email, phone, state of residency)
      2. Tax professional (Name, email, phone)
      3. Registered Rep (Name, email, phone)
      4. Real Estate Broker (Name, email, phone)
      5. Accommodator (Name, email, phone)

 

Documents requested, as available:
      1. Escrow statement of relinquished property
      2. Depreciation schedule of relinquished property
      3. Settlement statement of replacement property
      4. PPM for replacement property
      5. Accommodator (Qualified Intermediary) statement

 

If you have any questions, you can schedule an appointment for a free, no obligation consultation

Or call us at 424-277-6105