Pricing Built Around Your Exchange — Not Your Deal Size
Three tiers. Flat fees. No add-ons, no wire fees, no surprises. Every exchange includes a dedicated Exchange Officer, 45-day timeline management, segregated escrow, and our Service Guarantee.
Most Common
Standard Exchange
-
Named Exchange Officer, start to finish
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Written exchange timeline at opening
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List Item #1
- Includes 1 sale + 1 purchase
- Dedicated Exchange Officer
- 45-day identification management
- Segregated insured escrow account
- Full tax filing / audit documentation
- Title and closing team coordination
- Complete close-out package
- 1031X Service + Execution Guarantee
Additional properties:
$500 / sale
$350 / purchase
Recommended for Commercial + Multifamily
Managed Exchange
-
List Item #1
-
List Item #2
-
List Item #3
Everything in Standard, plus:
- Expanded multi-party coordination across brokers, CPAs, attorneys, escrow
- Internal file review by a Certified Exchange Specialist® (CES®)
- Proactive milestone updates to all involved parties
- Access to HandShake partner database
Additional properties:
$500 / sale
$350 / purchase
Reverse + Construction + Portfolio
Complex Exchange
Starting at-
List Item #1
-
List Item #2
-
List Item #3
Everything in Managed, plus:
- Dedicated Senior Exchange Officer
- Entity formation and holding structure coordination (Exchange Accommodation Titleholder)
- Aggregated porfolio close-out records
- Custom Pro Forma for all parties
Price scope note:
Pricing reflects structural scope. Final fee confirmed after consultation.
Additional properties:
Varies based on structure
Included With Every Exchange
Dedicated Exchange Officer
45-Day Timeline Management
Segregated Insured Escrow Account
E&O + Cyber Insurance + Fidelity Bond
Complete Documentation Package
Service + Execution Guarantee
Why Tiered Pricing?
Not every exchange requires the same level of coordination. A straightforward delayed exchange with one buyer and one seller is a different operational engagement than a reverse exchange with three properties, two CPAs, and an attorney.
We price by scope because it allows us to staff, coordinate, and document every exchange at the level it actually requires. No shortcuts on complex files. No overpaying on simple ones.
The fee is flat within each tier. No wire fees. No rush fees. No add-ons. And every exchange is backed by our Service Guarantee — if we fail to meet our service standards, we refund the fee.
How We Protect Your Exchange
Insurance and Bonding
Erros &Omissions (E&O) Insurance, Cyber Liability Insurance, and Fidelity Bonding. Every exchange is insured against operational errors, data breaches, and employee dishonesty.
Fund Security
Exchange funds held in segregated, FDIC-insured accounts at qualified depository institutions. Your capital is not commingled with operating funds or other client accounts.
Track Record
32 years in operation. $8B+ in exchange volume facilitated. 15,000+ exchanges completed. Zero client escrow fund losses.
