1031 Exchange Fees

1031 Exchange Fees 2017-11-21T16:54:52+00:00

1031 TAX-DEFERRED EXCHANGE
FEE SCHEDULE (2017)

DELAYED EXCHANGE

Relinquished Property up to $3,000,000: $600
Relinquished Property over $3,000,000: $1,300
Replacement Property up to $3,000,000: $400
Replacement Property over $3,000,000: $900
Each additional property $300

SIMULTANEOUS EXCHANGE

Property exchange up to $3,000,000: $800
Property exchange over $3,000,000: $1,800

Each additional property $300

REVERSE EXCHANGE

Replacement Property: $600 or $1,300
Relinquished Property: $400 or $900

Property Holding Fee $700

Leaseback Fee: $750 ($125 per month)

Each additional property $300

BUILD-TO-SUIT or IMPROVEMENT EXCHANGES

Delayed or Reverse Exchange fees, plus

Property Holding Fee $700

Leaseback Fee: $750 ($125 per month)

Refund of costs backed up by receipts: $25 per check

Power of Attorney: $76

OTHER FEES

Our bank charges wire in and wire out fees which will be deducted from exchange funds.

Cancelation of exchange at closing: $250

We charge a $50 rush order fee when we receive the documents we need to prepare exchange documents within 16 business hours of signing.

If no property is acquired or there is excess funds to be refunded at the conclusion of the exchange, there will be charged an unwind fee of $250.00.

Please call: Other more complicated transactions (i.e. hybrids of the above) will be quoted on a case–by-case basis.