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.