About 1031 Exchange San Francisco

Our Focus

This site is focused on helping you identify potential replacement properties for Section 1031 exchanges in San Francisco, CA. We provide property identification services, timeline management, and coordination support throughout the exchange process.

What We Do

We help investors find replacement properties that qualify for 1031 exchange treatment. Our team sources properties across asset types including multifamily, industrial, retail, medical office, self storage, net lease, and mixed use properties in San Francisco and surrounding areas.

We coordinate with qualified intermediaries, attorneys, and CPAs to ensure your exchange stays compliant with IRS deadlines and requirements. We track your 45 day identification and 180 day closing milestones.

What We Are Not

We are not a Qualified Intermediary. We are not a law firm. We are not a broker. We are not a CPA firm. We help you identify properties and coordinate with third party qualified intermediaries, lenders, and tax advisors.

Secure Intake Process

When you contact us, we collect information about your exchange goals, timeline, and property preferences. This information helps us identify suitable replacement properties and coordinate with your qualified intermediary and tax advisor.

Property Matching Workflow

We review your exchange requirements and source properties that meet your criteria. We provide property summaries, rent roll verification, operating statement review, and market comparable analysis. We coordinate with brokers, qualified intermediaries, and lenders to facilitate due diligence and closing.

Third Party Coordination

We coordinate with qualified intermediaries to ensure escrow, legal, and lending workstreams stay synchronized. We work with lenders to support preflight and underwriting requirements. We coordinate with attorneys and CPAs to ensure compliance with IRS deadlines and reporting requirements.