Step 3

  • Realty Yield screens available properties (financial, physical, geographic, economic, management, legislative, environmental, liquidity and upside / added value considerations are all factored).
  • Best opportunities specific to clients individual needs and goals are listed.
  • Offers are made on replacement properties - control of properties is secured.
  • Due diligence process completed (inspections, valuation / appraisal, financials audited, relevant property documents reviewed, loan pre-approval obtained, title examination, etc.)
  • Nominate chosen replacement properties per IRC 1031 Exchange Regulations.


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