Please take some time to fill out the form below. The more details you provide us, the better we can help you. And remember: Your information is kept strictly confidential.

    Name:

    Phone:

    Email:

    Investor Type:
    Exchange Type:

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    RELINQUISHED PROPERTY DETAILS (if applicable):

    Property Address (street, city, state, zip):

    Sale Price of Relinquished Property:

    Estimated Net Proceeds (after closing costs, loans, etc.)

    Debt on Relinquished Property (if any):

    Property Type:

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    REPLACEMENT PROPERTY PREFERENCES

    Desired Property Type(s): Multifamily, Land, Retail, Office, Industrial, NNN Lease, DST, etc.)

    Preferred Location(s): e.g. specific states, cities, or regions:

    Minimum Purchase Price:

    Maximum Purchase Price:

    Desired Return (Cap Rate, Cash-on-Cash Return, etc.):

    Property Condition:

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    FINANCIAL REQUIREMENTS:

    Budget Range:

    Cash Available for Investment:

    Financing Needs - Will Financing be required? If so, appropriate loan amount:

    Debt Replacement Requirements (to meet IRS rules for full tax Deferral):

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    INVESTMENT GOALS:

    Primary Objective:

    Risk Tolerance:

    Management Preference:

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    TIMEFRAME:

    Date Relinquished Property Sold (or expected closing date):

    45-Day Identification Period Deadline (if known):

    180-Day Exchange Period Deadline (if known):

    Urgency Level:

    Questions? Comments? Concerns? Please tell us below: