- STRATEGIC GUIDANCE
1031 Exchange Services.
- The Service
Preserve Equity. Defer Taxes. Reposition Your Portfolio.
A Section 1031 exchange allows a real estate investor to sell an investment property and reinvest the proceeds into another qualifying property — deferring capital gains taxes when eligible. The opportunity is powerful, but the timelines are strict and the details matter.
We assist investors with identifying replacement properties, evaluating acquisition opportunities, and coordinating transaction timelines — working alongside your qualified intermediary, attorney, accountant, and other professional advisors so nothing falls through the cracks.
Who It's For
Real estate investors looking to sell an investment property and reinvest the proceeds into another qualifying property through a Section 1031 exchange.
The Benefit
A streamlined acquisition and disposition process that helps investors preserve equity, defer capital gains taxes when eligible, and reposition or expand their real estate portfolios.
Why It Matters
Exchange deadlines are unforgiving. Having a broker who is already sourcing qualified replacement properties while your sale is closing keeps your options open — and your exchange alive.
- End to End
What's Included.
Replacement Property Identification
We source qualifying on-market and off-market replacement properties that match your criteria and exchange timeline.
Acquisition Evaluation
Underwriting and analysis of each candidate property — income, expenses, condition, and upside — so you trade into strength.
Timeline Coordination
We coordinate both transactions against your exchange deadlines so identification and closing dates are never at risk.
Advisor Collaboration
Seamless work alongside your qualified intermediary, attorney, accountant, and lender throughout the exchange.
Disposition of Your Current Asset
Full investment sales representation on the property you're selling — maximizing the equity you carry into the exchange.
Portfolio Repositioning Strategy
Guidance on trading up, consolidating, or diversifying — so the exchange moves your whole portfolio forward.
- The Clock Is Real
How a 1031 Exchange Works.
Under IRS rules, the timelines below run from the day your relinquished property closes — and they don’t pause. We plan around them from day one.
Sell Your Property — Day 0
Your relinquished property closes and proceeds go to your qualified intermediary. Ideally, we're already shortlisting replacements before this day.
Identify — Within 45 Days
Replacement properties must be formally identified within 45 days of closing. We source and evaluate candidates so you identify with confidence.
Close — Within 180 Days
The acquisition must close within 180 days of the original sale. We drive the transaction timeline so the deadline is never in doubt.
- Thinking About an Exchange?