About ExchangeWorks
ExchangeWorks is a national real estate investment firm specializing in
tenant-in-common (TIC) properties. We carefully underwrite and scrutinize each
TIC investment, holding properties to high standards before recommending the
investment for purchase. We are known for thorough research and exhaustive due
diligence.
We work with you and your financial or legal advisors to
best understand and accomplish investment objectives based on your long-term
goals. We can also simplify the 1031 process, working directly with your
qualified intermediary to ensure your exchange is handled properly and
timely.
- Why do Business with ExchangeWorks?
- Feedback from our Clients
- Feedback from Industry Professionals
The founders of ExchangeWorks have been immersed in the TIC industry since 1999,
developing strong relationships with the industrys most respected attorneys,
real estate providers, and qualified intermediaries. Principals of our firm
have held various executive level positions in the TIC industry, including
participating as a member of the board of directors of TICA, the national
Tenants-In-Common Association.
We promote the highest of ethical
standards and are not tied to any one real estate TIC firm, allowing us to be
unbiased and objective in determining the best property solution for your
portfolio and exchange situation.
We sincerely look forward to assisting
you with your replacement property purchase and providing you with a sound and
thorough education on TIC investing.
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A Broad Range of Choices
ExchangeWorks utilizes a broad base of TIC
property sponsors (nearly 60 at last count) with a wide variety of available
property investment types, locations, and structures. These include
institutional grade apartments, office, retail, senior living, hospitality, and
even oil and gas investments that will qualify for 1031 investment. Whether you
are seeking current income, diversification, or capital appreciation, we have a
range of real estate investments, including TIC, to suit those needs. In
addition, a real time list of available TIC (tenants-in-common) real estate
options is available to qualified investors upon request.
Disclosure
and Education
On the front page of the NASD (National Association of
Securities Dealers) website it states, We believe that the most important form
of investor protection is investor education. We agree with that statement. A
great deal of what we do revolves around educating the investor.
Due
Diligence
Careful review of a real estate investment is important.
ExchangeWorks not only reviews the offering information, but analyzes it as
well. In addition, we research market and submarket statistics where the
properties are located, we look at the local demographic trends, and review
property locations relative to transportation arteries and other factors key to
the specific property type. Also important to us are tenant and lease
information, loan terms, the cap and interest rates, offering costs, appraisals,
and a myriad of other factors. In short, we work hard to understand the
fundamentals, which better enables us to compare and sift through a growing TIC
inventory, pulling out those potential investments we feel would best fit our
clients objectives.
Not All Companies Are Created
Equal
Beyond the real estate itself, we feel it vitally important to know
the company you are investing with. We have known many of the TIC sponsors we
work with for a number of years. Having been involved in the market longer than
most, we are aware of their backgrounds and experience, how these firms relate
to clients, how they have approached and/or solved any problems that may have
arisen, and the kind of job, overall, they have done with their investments in
the past. While past success is no prediction of current or future returns, no
one would want to invest through a company that had a bad track record or lack
of real estate investment experience.
The Road More
Traveled
One of the most frequent comments we receive from past and
repeat clients is an appreciation for the level of service, work and information
we provide. Second to that might be our accessibility, and the ease of working
with us. We work hard to give our clients the information and time they require
to enable them to be both educated and comfortable in their investment
decisions. More legwork on our part means less expense of time and effort on the
part of the investors who work with us.
Putting the Puzzle Together
The structure of a TIC investment varies from one property to another.
We carefully analyze each pro forma looking at NOI growth, budgeted operating
expenses, vacancy factors, leverage, interest rates, cap rates, property exit
strategies, and other items before making recommendations. We also look at the
tax structure, and only recommend investments that are given strong legal
opinions from reputable law firms.
Contact Us Today
ExchangeWorks Investment Strategies
1031 E 100 North
Lindon, Utah
84042
866.347.1031 toll-free
801.655.0327 office
801.407.1710
fax
Securities offered through Stephen L. Falk & Associates, Inc., Member NASD, SIPC
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