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Tax-Deferred Exchange

1031 Exchange Advisory

Sell your investment property and reinvest the proceeds tax-deferred into a like-kind replacement. We handle both sides — finding the right buyer for your current property and sourcing the right replacement asset within your strict IRS deadlines.

How it works

The 1031 Exchange
step by step

A 1031 exchange (also called a like-kind exchange) allows you to defer capital gains tax when you sell an investment property — as long as you follow the IRS rules carefully. Here is exactly what that means.

1
Sell your property

We find the right buyer and close the sale. Proceeds go directly to a qualified intermediary — never to you directly.

2
45-day identification

You have exactly 45 days from closing to identify up to 3 potential replacement properties. We start this search in advance.

3
180-day close

You must close on your replacement property within 180 days of selling your original property. We manage this timeline rigorously.

4
Taxes deferred

Capital gains tax is deferred — not eliminated. You reinvest the full proceeds and keep your equity working for you.

Important: The IRS rules for 1031 exchanges are strict. Working with an experienced broker who understands both the buying and selling side — and can move quickly on replacement property identification — is critical to a successful exchange. Always consult your CPA or tax advisor in parallel.

Why choose us

We handle both sides

Most brokers handle either the sale side or the buy side. We do both — which means we can begin identifying your replacement property before your sale even closes, giving you the best possible chance of meeting the 45-day window.

Our 20-year Bay Area network and off-market access means we can surface replacement properties that never hit the MLS — which is often the only way to find the right asset in the right market within a tight deadline.

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Common 1031 exchange scenarios we handle

  • Single-family rental exchanging into multifamily apartment building
  • Strip mall exchanging into NNN property for passive income
  • Industrial/warehouse exchanging into larger industrial
  • East Bay property exchanging into Sacramento for higher cap rates
  • Multiple properties consolidating into one larger asset
  • One large property exchanging into multiple smaller assets
  • Commercial property exchanging out of state
  • Reverse 1031 exchange (buy before you sell)
Get started

Tell us about your exchange

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