San Mateo, CA - 1031 Exchange Properties

1031 Exchange Properties in San Mateo, CA

San Mateo, CA is a Peninsula city known for corporate headquarters, retail centers, and family oriented communities. Located south of San Francisco, CA, investors benefit from our nationwide property identification support while accessing local market expertise in San Mateo.

San Mateo offers office, retail, multifamily, and industrial investment opportunities with strong corporate employer fundamentals and long term stability. We coordinate with qualified intermediaries throughout San Mateo, CA to ensure compliant exchanges with nationwide property identification support.

San Mateo transfer taxes apply to all real estate transactions. We coordinate transfer tax disclosure with qualified intermediaries and CPAs to ensure accurate basis tracking and compliance.

Frequently Asked Questions

What are the transfer taxes for 1031 exchanges in San Mateo, CA?

San Mateo, CA assesses transfer taxes on all real estate transactions, including 1031 exchanges. Transfer taxes are due at closing and must be disclosed to your qualified intermediary and CPA for accurate basis tracking. 1031 defers income tax but does not remove transfer taxes.

Can I identify replacement properties outside San Mateo, CA?

Yes. You can identify replacement properties anywhere in the United States for your 1031 exchange from San Mateo, CA. Like kind property can be located in any state as long as it meets IRS qualification requirements.

What property types are popular for 1031 exchanges in San Mateo, CA?

Popular property types for 1031 exchanges in San Mateo, CA include NNN retail, multifamily, office buildings, and single tenant properties. Investors often seek properties with strong fundamentals and income potential.

How do I coordinate with qualified intermediaries in San Mateo, CA?

We coordinate with qualified intermediaries throughout San Mateo, CA to ensure escrow, legal, and lending workstreams stay synchronized. We are not a Qualified Intermediary ourselves but work with QIs to facilitate compliant exchanges.

Popular Property Paths in San Mateo

1

NNN Retail Properties

NNN retail properties provide stable income and qualify for like kind treatment. San Mateo investors seek NNN properties for predictable cash flow in established retail corridors.

2

Multifamily Properties

Multifamily properties offer strong fundamentals in San Mateo and qualify for like kind treatment. Investors seek multifamily for income and appreciation potential.

3

Nationwide Property Identification

San Mateo investors often identify replacement properties outside California to diversify geographically and access different market conditions.

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4

Retail Property Discovery

San Mateo investors seek retail properties with national tenants that provide stable income streams in the established Peninsula market.

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5

Qualified Intermediary Coordination

Complex San Mateo exchanges benefit from systematic coordination between qualified intermediaries, attorneys, and CPAs.

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6

Single Tenant Investment Properties

Single tenant properties with credit tenants offer stability. San Mateo investors seek these assets for reliable income streams.

Example Capability

Example of the type of engagement we can handle

Situation

Investor sold commercial property in San Mateo, CA and needs to identify replacement properties within 45 days

Our Approach

We searched nationwide inventory, evaluated multiple property options, coordinated with qualified intermediary, and supported the identification process

Expected Outcome

Replacement properties identified and documented with qualified intermediary coordination and identification support

Ready to Find Replacement Properties in San Mateo?

Contact us to discuss 1031 exchange properties in San Mateo, CA.