1031 Exchange
Rolling equity from one property into the next on a tight timeline, without losing ground to a bad replacement property or a blown deadline.
A 1031 exchange only works if the timeline and the property selection both come together. You’ve got 45 days to identify a replacement property and 180 days to close, and the IRS doesn’t grant extensions because the market got tight. I’ve walked clients through exchanges from the identification period through closing, and the property I help you line up has to make sense as an investment on its own, not just as a tax deferral vehicle.
I coordinate directly with your qualified intermediary and your CPA so the exchange stays compliant while we focus on finding a replacement property that actually fits your strategy, whether that’s moving from a single-family rental into a multi-family property, consolidating several properties into one, or repositioning into a different market entirely.
How I Work a 1031 Exchange
- Exchange strategy firstBefore you list the relinquished property, we talk through what you’re actually trying to accomplish and whether a 1031 is the right tool for it.
- Identification period supportSourcing and vetting replacement properties fast, since the 45-day identification window doesn’t wait for the perfect listing to come along.
- Coordinating the moving partsWorking directly with your qualified intermediary and CPA so the paperwork and timeline stay compliant while we focus on the property itself.
- Closing on timeManaging the purchase side with the 180-day deadline in mind from day one, not as a last-minute scramble.
Running a 1031 Exchange?
Let’s talk timeline and strategy before the clock starts running.