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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

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