Exchange types

Your transaction
sets the approach.

There is more than one way to structure an exchange. We help you understand which options fit your property and your timing.

The most common approach

Delayed exchange

Sell your investment property, then acquire a replacement property within the required exchange period.

When the purchase comes first

Acquire the replacement property before selling the property you currently own, with advance planning.

For property that needs work

Explore an exchange that includes improvements to your replacement property.

When both sides are ready

Exchange properties through a coordinated sale and purchase at the same time.

A conversation is a good place to start

Selling soon, already under contract, or exploring your options? We’re here to help you plan your exchange.