When you are seeking replacement property, the first conversation needs to cover the clock, the capital, and the acquisition criteria. Share your dates with us and your qualified intermediary before narrowing the search.
Tell us whether the relinquished property has closed, the date of transfer, your identification deadline, and the exchange completion deadline confirmed by your adviser. A planned sale and a completed sale call for different outreach.
Specify your purchase range, equity to deploy, financing plan, permitted asset types, and Minnesota markets. Explain whether one property or several acquisitions could fit the exchange.
Identify who can approve a purchase, when your lender and inspectors are available, and which conditions would rule out a property. We discuss available information directly; we cannot guarantee replacement inventory or an exchange outcome.
This planning aid uses the standard 45- and 180-day periods. Enter a tax-return deadline if it is earlier. Confirm your actual deadlines and any relief with your adviser.
Your budget tells us the size of the acquisition. Your available equity, operating experience, and timing help us understand how you will get it done.
Already have a detailed mandate? Complete your Priority Buyer Profile ↗