¶¶Òõ¶ÌÊÓƵ

All Countries
Capital Markets
Real Property Exchange Agreement

Real Property Exchange 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 Property Exchange 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 Property Exchange Agreement

"I need a Real Property Exchange Agreement to facilitate the exchange of my commercial warehouse in Seattle for a retail property in Portland, with the exchange to be completed by March 2025, and I want to ensure it qualifies for 1031 tax-deferred treatment."

Celebrated by
Collaborations with
Investors
Document background
The Real Property Exchange Agreement serves as a crucial document in U.S. real estate transactions where parties wish to exchange properties while potentially deferring capital gains taxes under IRC Section 1031. This agreement is particularly valuable for investors, property developers, and businesses looking to restructure their real estate holdings without immediate tax implications. The document includes detailed property descriptions, valuation methods, exchange terms, timing requirements, and necessary conditions to ensure compliance with federal and state regulations. It's essential for properly structuring like-kind exchanges and protecting all parties' interests throughout the transaction.
Suggested Sections

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

2. Background: Context and purpose of the exchange agreement

3. Definitions: Key terms used throughout the agreement

4. Property Description: Detailed description of properties being exchanged

5. Exchange Terms: Core terms of the exchange including values and timing

6. Closing Conditions: Conditions that must be met before closing

7. Representations and Warranties: Statements of fact and promises by each party

8. Title and Due Diligence: Requirements for title review and property investigation

9. Closing and Post-Closing: Process for completing the exchange and post-closing obligations

10. General Provisions: Standard legal provisions including governing law, notices, and amendments

Optional Sections

1. Boot Provisions: Terms regarding any cash or non-like-kind property involved in the exchange

2. Qualified Intermediary Provisions: Terms regarding the use of a qualified intermediary for tax purposes

3. Environmental Matters: Environmental conditions, responsibilities, and indemnifications

4. Tenant Rights: Provisions dealing with existing tenants and leases

5. 1031 Exchange Provisions: Specific provisions to ensure compliance with IRC Section 1031 requirements

Suggested Schedules

1. Schedule A - Property Descriptions: Detailed legal descriptions of all properties involved

2. Schedule B - Title Reports: Current title reports for all properties

3. Schedule C - Environmental Reports: Environmental assessments or reports

4. Schedule D - Property Inspections: Results of property inspections and condition assessments

5. Schedule E - Closing Documents: Forms and documents required for closing

6. Schedule F - Permitted Exceptions: List of accepted title exceptions and encumbrances

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 code governing tax-deferred property exchanges, allowing deferral of capital gains taxes when exchanging like-kind properties

FIRPTA: Foreign Investment in Real Property Tax Act - Federal law requiring tax withholding on property sales by foreign persons

Fair Housing Act: Federal law prohibiting discrimination in real estate transactions based on protected characteristics

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

State Recording Requirements: State-specific rules for documenting and recording property transfers with local authorities

State Transfer Tax Rules: State-level regulations determining taxes due upon transfer of real property

State Environmental Regulations: State-specific environmental protection laws affecting real property transfers and use

State Zoning Laws: State regulations governing property use, development, and restrictions

Municipal Ordinances: Local government regulations affecting property use, development, and transfers

Local Building Codes: Municipal or county regulations specifying construction and maintenance standards

Local Transfer Requirements: City or county-specific rules and taxes applicable to property transfers

Statute of Frauds: Legal requirement that real estate contracts must be in writing to be enforceable

CERCLA: Comprehensive Environmental Response, Compensation, and Liability Act governing environmental hazards and cleanup responsibilities

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

Title Insurance Requirements: Legal and practical requirements for insuring clear title to property in exchange transactions

Property Disclosure Requirements: Legal obligations to disclose material facts and conditions about properties being exchanged

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