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Summit 1031 Exchange offers you a comprehensive range of services and provides the very best customer care.
- NO COST CONSULTING
Our staff offers free consulting to help you define your specific exchange scenario. All exchanges are structured according to your individual situation.
- PROFESSIONAL TEAM COORDINATION
We serve as the exchange coordinator and work closely to keep your team of professionals informed, including your Realtor, Attorney, Accountant, Lender, Purchaser and Seller.
- DOCUMENT PREPARATION
We prepare all the necessary documents for the successful completion of your exchange customized to your transaction.
- ACCOUNTING
We prepare an accounting of the financial transactions of your exchange for your accountant's use in preparing your tax return.
- EXPLANATION & EDUCATION
Summit is experienced in all types of exchange structures and will help you select the best scenario for your situation - including Delayed, Construction, Reverse (safe harbor or non-safe harbor), Reverse Construction, and Leasehold Construction. Our focus is on education, so we take time to explain complications such as partnerships or seller financing, and also to ensure you understand processes, deadlines, documents, roles and responsibilities.
Fees
Because every customer's situation is unique, exchanges can vary greatly in complexity. We encourage you to contact us for a price quote related to your specific scenario. We strive to provide maximum value to our customers. We are proud to offer a superior level of service at competitive rates.
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