Simultaneous exchange
Coordinate both closings together.
Exchange properties through a coordinated sale and purchase at the same time.
When both sides are ready
A plan built around your transaction.
A simultaneous exchange coordinates the transfer of your existing property and the acquisition of your replacement property at the same time. Careful preparation keeps the documentation, funds, and closing participants aligned.
- Confirm that both transactions can close together.
- Prepare exchange documents with the intermediary before closing.
- Coordinate the transfer of funds and properties with the closing teams.
Worth discussing early
Even when closings occur on the same day, the transaction still needs an appropriate exchange structure. A delay on either side can affect the plan.
This overview is educational. Review the structure and tax consequences with your tax and legal advisors.
Discuss your exchangeA conversation is a good place to start
Let’s talk about your next move.
Selling soon, already under contract, or exploring your options? We’re here to help you plan your exchange.
