Execution
Capital Expenditure Planning
Replacement property capital expenditure forecasting and reserve planning for long term ownership.
What is included
This service keeps your exchange aligned with IRS guidance and the lender, intermediary, and attorney teams supporting you.
- • Intake review covering gain, basis, and financing targets.
- • Calendar control for the 45 day identification and 180 day close.
- • Secure document exchange for intermediaries, attorneys, and lenders.
Qualified Intermediary Coordination
QI selection, escrow instruction coordination, and fund disbursement oversight throughout the exchange.
Due Diligence Coordination
Property inspection scheduling, environmental review coordination, and lender deliverable management.
Rent Roll Analysis
Tenant lease review, income verification, and occupancy trend analysis for replacement property evaluation.
T12 Financial Review
Twelve month trailing financial statement analysis and NOI calculation for replacement property underwriting.
Frequently asked questions
How does this service support Denver?
Capital Expenditure Planning keeps Denver, CO exchanges aligned with local lending, intermediary, and attorney requirements so deadlines never drift.
What do you need to begin Capital Expenditure Planning?
We confirm relinquished sale status, estimated gain, and lender expectations for every Denver, CO project before kicking off capital expenditure planning so there are no surprises.
Does Capital Expenditure Planning cover compliance reporting?
Yes. We document every milestone and supply your CPA or attorney in Denver, CO with organized records generated during capital expenditure planning support.
Where we deliver capital expenditure planning
Launch capital expenditure planning
Share your objectives and we will confirm intermediary fit, diligence needs, and reporting steps.
Tell us about your exchange
Mention capital expenditure planning so we can prefill workflow steps before the first call.
Ready to Start Your 1031 Exchange?
Contact our Denver-based team for expert guidance on your Colorado 1031 exchange.