45 Day Identification Support
Track and manage your 45 day identification deadline with automated alerts and identification letter preparation.
Property Identification & Qualified Intermediary Services
Find Replacement Properties & Coordinate Your 1031 Exchange
We help San Francisco investors identify replacement properties nationwide and coordinate with qualified intermediaries to ensure your 1031 exchange meets all IRS deadlines. Our team specializes in property identification within the 45-day window and seamless QI coordination for the 180-day closing deadline.
CPA Partner NetworkAttorney CounselQualified Intermediary Alignment
45 Day identification. 180 Day closing. We help you stay compliant.
Property Identification & QI Coordination Excellence
Expert Property Identification & Qualified Intermediary Coordination
We identify replacement properties nationwide that meet your investment criteria and IRS like-kind requirements. Our property search spans multifamily, NNN retail, industrial, medical office, and other commercial asset types across all 50 states.
Our qualified intermediary coordination ensures seamless communication between your QI, escrow, title, lenders, and CPA. We manage documentation flow, deadline tracking, and fund transfers to keep your exchange compliant throughout the 45-day identification and 180-day closing periods.
How a 1031 Exchange Works
Sell your relinquished property
Document proceeds with your qualified intermediary before the closing disbursement so exchange funds remain segregated.
Identify replacements within 45 days
Deliver the written identification letter, asset summaries, and contingency notes before midnight on Day 45.
Close within 180 days
Coordinate lender packages, due diligence, and intermediary instructions to complete the exchange before the IRS deadline.
Reference IRS Form 8824, Like-Kind Exchange Rules and Rev. Proc. 2008-16 Safe Harbor for official guidance.
Why Investors Choose Our Process
- Nationwide property identification
- Qualified intermediary coordination
- 45-day identification support
- 180-day closing coordination
- Multi-state QI network
We identify replacement properties nationwide and coordinate with qualified intermediaries across all states to ensure your exchange documentation, fund transfers, and closing timelines stay synchronized with IRS requirements.
Clarifier
A 1031 exchange defers federal and California income tax on qualifying real property. It does not remove city or state transfer taxes, so closing statements must disclose those items.
Property Identification & QI Services
Comprehensive property search and qualified intermediary coordination services for 1031 exchange investors.
180 Day Closing Coordination
Coordinate lender packages, due diligence, and intermediary instructions to meet your 180 day closing deadline.
Three Property Identification Strategy
Plan your three property identification path with property evaluation and contingency planning.
200 Percent Identification Path
Structure your 200 percent identification strategy with property value analysis and coordination.
Reverse Exchange Coordination
Coordinate reverse exchange property acquisition with parking arrangement setup and documentation.
Improvement Exchange Planning
Plan improvement exchanges with construction timeline coordination and safe harbor compliance.
Nationwide Property Identification
Identify replacement properties across the United States that meet your 1031 exchange requirements.
NNN Property Search
Source single tenant net lease properties with credit tenants and long term lease structures.
Multifamily Property Identification
Find multifamily replacement properties with verified rent rolls and professional management.
Industrial Property Search
Locate industrial and flex properties with mission critical tenant improvements.
Retail Property Discovery
Discover retail replacement properties including single tenant NNN assets and shopping centers.
Medical Office Building Identification
Identify medical office buildings and life science facilities with OSHPD compliance requirements.
Qualified Intermediary Coordination
Coordinate with qualified intermediaries to ensure escrow, legal, and lending workstreams stay synchronized.
Escrow and Title Coordination
Coordinate escrow and title workstreams to ensure timely closing and proper documentation.
Lender Preflight and Underwriting Support
Support lender preflight and underwriting with document preparation and DSCR analysis.
Rent Roll Verification and Analysis
Verify and analyze rent rolls with tenant credit checks and lease term validation.
T12 Operating Statement Review
Review trailing twelve month operating statements with expense analysis and NOI validation.
Form 8824 Preparation Support
Prepare Form 8824 data packets with intermediary statements and allocation schedules.
Like Kind Property Qualification Review
Review replacement property qualifications to ensure like kind treatment with investment intent verification.
Boot Analysis and Planning
Analyze potential boot exposure and coordinate loan balances to minimize taxable boot.
Transfer Tax Coordination
Coordinate transfer tax and documentary tax disclosure with intermediaries and CPAs.
DST Evaluation and Placement
Evaluate Delaware Statutory Trust placement options with sponsor due diligence support.
1031 Exchange Education
Educational resources about 1031 exchange rules, deadlines, and compliance requirements.
Property Types We Navigate
Every asset is evaluated for basis, debt, and operational readiness.
Multifamily Communities
Stabilized or value-add communities across San Francisco and Silicon Valley with professional management.
Retail Properties
Retail properties with credit tenants and stable income streams that qualify for like-kind treatment.
Industrial and R&D
Distribution, flex, and research facilities with mission critical tenant improvements and environmental diligence.
Medical and Life Science
OSHPD compliant facilities, labs, and life science campuses that demand specialized lease review.
Single-Tenant NNN
Credit-backed, long lease assets that can balance cash flow needs for Bay Area families and advisory firms.
Self Storage
Self storage facilities with verified occupancy rates and revenue streams for stable income generation.
1031 Exchange Tools
Interactive calculators to help you plan and execute your 1031 exchange.
California Coverage
Providing 1031 exchange support for investors in San Francisco, Oakland, San Jose, Sacramento, Los Angeles, and across the state.
Frequently Asked Questions
Day 0 begins when you close on the relinquished property. You must identify replacement property in writing to your qualified intermediary by midnight of Day 45, and you must close on the selected property by midnight of Day 180. Calendar days apply even when a deadline falls on a weekend or federal holiday unless the IRS issues formal relief.
Begin Your Exchange Consultation.
Begin Your Exchange Consultation.
Share the details of your transaction so we can design a compliant plan for 1031 tax deferral California investors trust.
Ready To Begin Your 1031 Exchange?
Our California team helps you meet deadlines and protect gains through every compliance checkpoint.