1031 Exchange Services

Our Services & Approach

Our services are designed to provide clients with a high level of speed, flexibility, ease and expertise. Brookline Bancorp 1031 Exchange Services will:

  • Provide initial and ongoing consultation on exchange strategies, options and solutions.
  • Prepare all 1031 exchange documents including the Exchange Agreement, Assignment of Rights, and Notice of
  • Open a segregated escrow account for every exchange completed. 
  • Work closely with your tax and legal advisors to efficiently and effectively complete your exchange.
  • Provide a CD of all executed exchange documents and files.

IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.