Reverse exchange
Secure the purchase before the sale.
Acquire the replacement property before selling the property you currently own, with advance planning.
When the purchase comes first
A plan built around your transaction.
Sometimes the right property becomes available before your existing property sells. A reverse exchange can accommodate that sequence through a carefully structured arrangement with an exchange accommodation titleholder.
- Discuss the structure before acquiring the replacement property.
- Arrange financing and an exchange accommodation titleholder.
- Coordinate the sale and acquisition within the applicable time limits.
Worth discussing early
A reverse exchange requires additional documentation, ownership arrangements, and financing planning. Speak with the team before signing or closing so the structure fits the transaction.
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.
