Illustration of a house and arrow pointing to a dollar sign
Property News

What Is a Drop and Swap?

Typically, many investors purchase commercial real estate assets through limited liability companies (LLCs) or partnerships because they are expensive. When these partnerships are no longer

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Illustration of how reverse 1031 exchange works
Property News

What Is a Reverse 1031?

The concept of a 1031 exchange and specifically, the reverse 1031 are complex tax deferment strategies that can come in handy for commercial real estate

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Client’s Bill of Rights

based on ORC 4735.62

As your partner, you can expect from us the following fiduciary duties:

  • Accounting: We will account for all funds entrusted to us by you, the client, and not commingle your funds with personal and/or business funds.
  • Care: We will use all of our skills to the best of our ability on behalf of you, the client.
  • Confidentiality: We will keep confidential any information provided by you, the client, especially information that may be damaging to you in a negotiation.
  • Disclosure: We will disclose to you, the client, any information received that may benefit your position in a negotiation.
  • Loyalty: We owe undivided loyalty to you, the client, and put your interests above our own.
    Obedience: We will obey all lawful orders given by you, the client.