Delayed/Concurrent Exchanges 

  • Flat rate setup fee which includes the sale of one relinquished property: $750
  • Setup fee for exchange transactions greater than $3,000,000: $1,000
  • First replacement property fee: $300
  • Additional replacement property fee:  $300
  • Rush charge on orders requiring preparation of documents within 48 hours: $200   

Seller Financing

  • $350 processing fee.  In the event the exchanger receives a promissory note and deed of trust from the buyer of the relinquished property as part of the exchange proceeds 

Reverse/Improvement Exchanges 

  • Fees for a reverse or improvement exchange starts at $6,000 depending on the complexity and if there is financing involved