¶¶Òõ¶ÌÊÓƵ

All Countries
Capital Markets
Real Estate Swap Agreement

Real Estate Swap Agreement Generator for the USA

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Real Estate Swap Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Real Estate Swap Agreement

"Need a Real Estate Swap Agreement for exchanging a commercial office building in Chicago with a retail property in Miami, with closing planned for March 2025, including specific provisions for existing tenant arrangements and environmental compliance."

Celebrated by
Collaborations with
Investors
Document background
The Real Estate Swap Agreement serves as a comprehensive legal framework for property exchanges in the United States. This document is particularly useful when parties wish to exchange properties of similar value while potentially deferring capital gains taxes under IRC Section 1031. The agreement includes detailed property descriptions, valuation mechanisms, due diligence requirements, and closing conditions. It's commonly used by investors, developers, and property owners seeking to restructure their real estate holdings efficiently. The document must comply with both federal regulations and state-specific property laws.
Suggested Sections

1. Parties: Identification and details of all parties involved in the swap

2. Background: Context and purpose of the swap agreement

3. Definitions: Key terms used throughout the agreement

4. Property Descriptions: Detailed descriptions of properties being exchanged

5. Exchange Terms: Core terms of the swap including valuations and timing

6. Representations and Warranties: Statements of fact about properties and parties

7. Closing Conditions: Requirements for completing the exchange

Optional Sections

1. Due Diligence Period: Terms for property inspection period and investigation rights

2. Boot Provisions: Terms for handling any cash or non-like-kind property in the exchange when properties have unequal values

3. Qualified Intermediary Provisions: Terms regarding use of a qualified intermediary for 1031 exchange structure

Suggested Schedules

1. Property Descriptions Schedule: Detailed legal descriptions of properties including metes and bounds or lot descriptions

2. Title Reports: Current title reports for both properties

3. Environmental Reports: Environmental assessment results and compliance documentation

4. Property Inspection Reports: Results of property inspections including structural, mechanical, and other relevant assessments

5. Existing Leases: Copies of any existing lease agreements affecting the properties

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Clauses






























Industries

IRC Section 1031: Federal tax law governing tax-deferred exchanges of like-kind property, critical for structuring real estate swaps to minimize tax implications

FIRPTA: Foreign Investment in Real Property Tax Act - Federal regulations governing real estate transactions involving foreign parties

RESPA: Real Estate Settlement Procedures Act - Federal law governing real estate settlement processes and disclosures

TILA: Truth in Lending Act - Federal law requiring disclosure of credit terms and standardized calculation methods

State Property Laws: State-specific regulations governing real property ownership, transfer, and rights

State Transfer Laws: State-specific requirements for transferring real estate ownership and documentation

State Recording Requirements: State-mandated procedures for recording real estate transactions and documents

State Tax Regulations: State-specific tax implications and requirements for real estate exchanges

Real Estate Licensing Requirements: State-specific regulations governing real estate professional involvement in transactions

Local Zoning Laws: Municipal regulations governing property use, development, and restrictions

Local Transfer Taxes: Municipality-specific taxes imposed on real estate transfers

Local Recording Requirements: Municipality-specific procedures for recording property transactions

CERCLA: Comprehensive Environmental Response, Compensation, and Liability Act - Federal environmental regulations affecting real estate transactions

ADA Compliance: Americans with Disabilities Act requirements affecting commercial property use and accessibility

Title Requirements: Legal requirements for ensuring clear title and necessary title insurance coverage

Easement Regulations: Laws governing property access rights and restrictions affecting the exchanged properties

Mortgage Regulations: Laws governing existing mortgages, liens, and financing considerations in property exchanges

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Real Property Exchange Agreement

A U.S. legal agreement facilitating the exchange of real properties between parties, typically structured for tax-deferred treatment under IRC Section 1031.

find out more

Note Exchange Agreement

A U.S.-governed agreement facilitating the exchange of existing debt instruments for new notes, subject to federal and state securities laws.

find out more

Exchange Of Services Contract

A U.S.-governed agreement facilitating the mutual exchange of services between parties without monetary compensation.

find out more

Equity Exchange Agreement

A U.S.-governed agreement facilitating the exchange of equity ownership between parties, subject to federal and state securities regulations.

find out more

Exchange Agent Agreement

A U.S.-governed agreement appointing a financial institution to manage and facilitate a securities exchange process.

find out more

Vehicle Exchange Agreement

A U.S. legal document facilitating the exchange of vehicles between two parties, covering transfer terms and compliance requirements.

find out more

Trade Exchange Agreement

A U.S.-governed agreement establishing terms for the exchange of goods or services between trading parties, subject to federal and state commercial laws.

find out more

Contribution And Exchange Agreement

A U.S. legal agreement governing the exchange of assets or property for securities or ownership interests between entities.

find out more

Real Estate Swap Agreement

A U.S. legal agreement facilitating the direct exchange of real properties between parties, often structured to comply with tax-deferred exchange requirements.

find out more

Equity In Exchange For Services Agreement

A U.S.-governed agreement enabling the exchange of company equity for professional services, subject to federal securities laws and state regulations.

find out more

Proprietary Information Exchange Agreement

A U.S.-governed agreement protecting confidential information exchanged between parties.

find out more

Property Swap Agreement

A U.S. legal agreement facilitating the direct exchange of real property between parties, typically structured to comply with federal and state property transfer laws.

find out more

Exchange Of Shares Agreement

A U.S. legal agreement governing the exchange of shares between companies or shareholders, outlining terms and ensuring regulatory compliance.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.

Draft quality legal agreements or review documents in 3 minutes

BlogAbout UsCareers🌎 Global Site

Templates

Short-Form Directors Loan AgreementMandate Letter (Best Efforts)Drawdown Request (Borrower to Lender)Promissory Note (UK)Letter of Waiver (Loan)Finance Legal Templates

Industries

Legal Services

Limited Power of AttorneyBasic Binding Side LetterLetter of IntentNon Binding Comfort LetterDeed of Surrender (Lease)Templates for Lawyers

Manufacturing

Manufacturing Legal Templates

Construction

Letter of Claim (Pre-Action Protocol)Tenancy at WillSection 146 Notice (Remedy Breach of Lease)Notice Of Forfeiture Of Lease By LandlordLease Report (Long Form)Construction Legal Templates

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information

© 2024 ¶¶Òõ¶ÌÊÓƵ. All rights reserved