Broker Check

Exchange Process

After you sell your relinquished property, a Qualified Intermediary holds the proceeds from your sale until you are ready to reinvest them into your chosen DSTs. You identify DST options within 45 days and complete the exchange by day 180, all coordinated by Coastal Financial Group.

Our team guides you through the entire process, from selecting DSTs that align with your goals, to completing subscription documents with your dedicated Transaction Coordinator. We make sure you receive regular status updates and are informed every step of the way.

Have a Question?

Thank you!
Oops!