Ancillary Services
Supporting every transaction with the services that matter most
In addition to core title and escrow services, we assist clients in streamlining transactions by coordinating access to select third-party service providers and professionals. These services are identified based on our experience with common client needs and those that, if not engaged early, can delay a transaction or result in unintended tax liabilities.
Through our agreement with a nationally recognized third-party Qualified Intermediary, we provide a streamlined, coordinated approach to 1031 tax-deferred exchanges. This platform aligns our transaction-level involvement with a patented 1031 exchange workflow technology, and the exchange facilitation capabilities of one of the nation’s leading Qualified Intermediaries.
1031 Exchange Services
As an additional service, we support clients throughout the due diligence process by sourcing third-party vendor quotes through our national network, allowing clients to focus on execution.
-
Appraisal
-
Environmental Report
-
Property Condition Report
-
Survey
-
Zoning Report
Due Diligence Facilitation
Many clients—particularly private fund and investment managers - require enhanced diligence on transaction counterparties to support investor requirements, internal fund documentation, regulatory compliance, and overall risk management. Through national third-party vendors, we assist clients in obtaining Know Your Client (“KYC”) and Anti-Money Laundering (“AML”) searches.
KYC and AML searches
While Praxis does not provide legal services, we assist clients in coordinating document preparation through a network of affiliated and third-party attorneys, including, but not limited to, deeds, releases, and related transaction documents.
Document Preparation
Cost segregation studies are most commonly utilized for specialty asset types such as car washes, gas stations, self-storage facilities, manufacturing facilities, marinas, and similar assets. Through our relationship with a national cost segregation provider, we assist clients in expediting these studies by coordinating introductions between the provider and the client’s accounting and tax advisors.
Cost Segregation Study
Our affiliate, Praxis Risk Advisors LLC, a licensed general lines insurance agency, assists clients with underwriting, marketing, and placing property insurance for pending acquisitions. Upon client authorization, we coordinate the release of information to Praxis Risk Advisors to support a more streamlined placement process.
Property Insurance
1031 exchange services are provided by a qualified intermediary that is wholly owned subsidiary of Accruit LLC, an Inspira Financial solution. The provider of these materials is not an agent or employee of, nor otherwise affiliated with, the qualified intermediary.