Ariane Walton
Trish O'Grady
We work alongside your people.
An exchange touches several professionals at once, and the ones who get surprised late are the ones who cause problems. Tell your attorney, CPA, and real estate agent early that you intend to exchange.
Loop in the title company on both legs of the transaction. The closer needs to know an exchange is happening, because it changes the settlement statement and the documents you sign at the table.
We already work with title companies, CPA firms, law firms, and brokers across Austin, Round Rock, San Marcos, and out into the Hill Country. The goal is simple: nobody at either closing is learning about the exchange for the first time.
- Tell early
- Your attorney, CPA, and agent
- Tell twice
- The title company on both closings
- We handle
- The agreement, the funds, and the dates
A team you can actually reach.
One point of contact
The same person from your first question through your final closing. No ticket numbers, no handoffs.
Funds kept in Texas
Your proceeds sit in a segregated account at a Texas bank, not on a national processor’s books in another state.
Willing on hard deals
Reverse, construction, several properties at once — the exchanges that get declined elsewhere.
Rooted in Central Texas
We know the property here, the professionals who work on it, and the people who own it.
Talk to a real person about your exchange.
Call or email and we’ll answer your questions. No obligation, and no charge for the conversation.
No charge for the call.