Solutions · Non-Safe Harbor
Non-Safe Harbor 1031 Exchanges
Complex structures for sophisticated transactions that fall outside standard safe harbor rules.
Not every exchange fits neatly within the IRS safe harbor guidelines. Non-safe harbor exchanges — including build-to-suit, improvement, and other complex structures — require deep expertise and meticulous documentation to maintain tax-deferred status.
Our team has facilitated hundreds of non-safe harbor transactions, bringing institutional rigor to structures that demand precision. Every dollar of your exchange funds remains in a segregated, dual-signature account, and our documentation process is built to withstand scrutiny.
At a Glance
- Build-to-suit & improvement exchanges
- Complex structure expertise
- Meticulous documentation
- Segregated, dual-signature accounts
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