1031 Exchange Services
Comprehensive property identification and exchange coordination services for investors in San Francisco, CA.
Three Property Identification Strategy
Plan your three property identification path with property evaluation and contingency planning.
Learn More →Capital Gains Tax on Rental Property Explained
Understand how federal and California capital gains tax apply to a rental property sale, and how a 1031 exchange can defer the bill.
Learn More →Capital Gains Tax on Inherited Property
Understand how the stepped up basis rule reduces capital gains on inherited property, and how heirs can use a 1031 exchange going forward.
Learn More →Passive Real Estate Income Explained
Understand the difference between actively managed rental income and passive structures such as DSTs, and how each is taxed.
Learn More →Qualified Intermediary Coordination
Coordinate with qualified intermediaries to ensure escrow, legal, and lending workstreams stay synchronized.
Learn More →What Is an NNN Lease
A plain language explanation of what taxes, insurance, and maintenance a tenant covers under a triple net lease, and how it differs from gross leases.
Learn More →How to Reduce Capital Gains Tax on Real Estate
Review the primary legal strategies San Francisco, CA property owners use to reduce or defer capital gains tax on a real estate sale.
Learn More →Reverse 1031 Exchange Explained
Understand how a reverse exchange and parking arrangement work under the Revenue Procedure 2000 to 37 safe harbor.
Learn More →180 Day Closing Coordination
Coordinate lender packages, due diligence, and intermediary instructions to meet your 180 day closing deadline.
Learn More →Nationwide Property Identification
Identify replacement properties across the United States that meet your 1031 exchange requirements.
Learn More →Multifamily Property Identification
Find multifamily replacement properties with verified rent rolls and professional management.
Learn More →The Qualified Intermediary Role
Learn what a qualified intermediary does, why one is required, and how independence and disqualified person rules work.
Learn More →Capital Gains Tax on Investment Property Explained
Learn how basis, depreciation, and California ordinary income treatment combine to determine the tax on an investment property sale.
Learn More →The 45 Day Identification Period
Understand how the forty-five day identification window works, what counts as valid written identification, and how the counting rules apply.
Learn More →The 180 Day Exchange Deadline
Understand how the one hundred eighty day closing deadline runs alongside identification and interacts with your tax filing date.
Learn More →45 Day Identification Support
Track and manage your 45 day identification deadline with automated alerts and identification letter preparation.
Learn More →Reverse Exchange Coordination
Coordinate reverse exchange property acquisition with parking arrangement setup and documentation.
Learn More →Improvement Exchange Planning
Plan improvement exchanges with construction timeline coordination and safe harbor compliance.
Learn More →NNN Property Search
Source single tenant net lease properties with credit tenants and long term lease structures.
Learn More →Industrial Property Search
Locate industrial and flex properties with mission critical tenant improvements.
Learn More →Retail Property Discovery
Discover retail replacement properties including single tenant NNN assets and shopping centers.
Learn More →Medical Office Building Identification
Identify medical office buildings and life science facilities with OSHPD compliance requirements.
Learn More →Escrow and Title Coordination
Coordinate escrow and title workstreams to ensure timely closing and proper documentation.
Learn More →Lender Preflight and Underwriting Support
Support lender preflight and underwriting with document preparation and DSCR analysis.
Learn More →Rent Roll Verification and Analysis
Verify and analyze rent rolls with tenant credit checks and lease term validation.
Learn More →T12 Operating Statement Review
Review trailing twelve month operating statements with expense analysis and NOI validation.
Learn More →Form 8824 Preparation Support
Prepare Form 8824 data packets with intermediary statements and allocation schedules.
Learn More →Like Kind Property Qualification Review
Review replacement property qualifications to ensure like kind treatment with investment intent verification.
Learn More →Boot Analysis and Planning
Analyze potential boot exposure and coordinate loan balances to minimize taxable boot.
Learn More →Transfer Tax Coordination
Coordinate transfer tax and documentary tax disclosure with intermediaries and CPAs.
Learn More →DST Evaluation and Placement
Evaluate Delaware Statutory Trust placement options with sponsor due diligence support.
Learn More →1031 Exchange Education
Educational resources about 1031 exchange rules, deadlines, and compliance requirements.
Learn More →What Is Boot in a 1031 Exchange
Learn how cash boot and mortgage boot arise, and how California taxes recognized gain as ordinary income.
Learn More →Like Kind Property Explained
Understand what qualifies as like kind real property, investment intent requirements, and mixed use property rules.
Learn More →Improvement and Build to Suit Exchange
Understand how improvement exchanges let exchange funds pay for construction before you take title to replacement property.
Learn More →Related Party 1031 Exchange Rules
Understand the two year holding requirement and related party restrictions that apply to family and entity exchanges.
Learn More →Capital Gains Tax on a Home Sale
Understand how the Section 121 exclusion applies to a primary residence sale and when a former residence needs a 1031 exchange instead.
Learn More →Capital Gains Tax on a Second Home
Learn why a second home or vacation property generally does not qualify for the Section 121 exclusion or a 1031 exchange without a use change.
Learn More →Depreciation Recapture Explained
Learn how depreciation recapture is calculated and taxed on a property sale, and how a 1031 exchange defers it along with capital gains.
Learn More →Section 121 Exclusion Explained
Understand the ownership and use tests for the primary residence gain exclusion, and how it can combine with a 1031 exchange for mixed use property.
Learn More →How to Invest in Real Estate
An overview of the common paths into real estate investing, from direct ownership to passive structures, and how each interacts with a 1031 exchange.
Learn More →Real Estate Syndication Explained
Learn how a real estate syndication is structured, why syndication equity is generally not 1031 eligible, and what alternatives exist.
Learn More →Fractional Real Estate Investing Explained
Compare fractional ownership structures such as tenancy in common and DST interests, and understand which ones can complete a 1031 exchange.
Learn More →Real Estate Crowdfunding Explained
Understand how real estate crowdfunding platforms structure investor interests, and why most crowdfunding equity does not qualify for a 1031 exchange.
Learn More →Commercial Real Estate Investing Explained
An overview of commercial property types, financing, and how 1031 exchanges are commonly used to move between commercial asset classes.
Learn More →Building Real Estate Cash Flow
Learn how net operating income, debt service, and property type combine to produce cash flow, and how a 1031 exchange can reposition a portfolio for it.
Learn More →Is a Rental Property a Good Investment
A framework for evaluating whether a rental property fits an investor's goals, and how San Francisco, CA ownership costs factor into the analysis.
Learn More →Triple Net Lease (NNN) Investing Explained
Understand how triple net leases shift property expenses to the tenant, and why single tenant NNN property is a common 1031 replacement asset.
Learn More →Self Storage Investing Explained
Learn how self storage facilities perform as an investment property type and how they fit into a 1031 exchange replacement property search.
Learn More →Multifamily Investing Explained
An overview of multifamily property investing, San Francisco Bay Area rent control considerations, and 1031 eligibility.
Learn More →Apartment Building Investing Explained
Understand how apartment building underwriting, unit mix, and local tenancy rules affect an investment decision and a 1031 replacement search.
Learn More →Mobile Home Park Investing Explained
Learn how mobile home park land and improvements are treated for 1031 purposes, and the operational factors that differ from other property types.
Learn More →Industrial Real Estate Investing Explained
An overview of industrial and flex property investing, including tenant demand drivers and how the asset class fits a 1031 exchange.
Learn More →Medical Office Investing Explained
Understand what makes medical office buildings a distinct commercial asset class and how they qualify as 1031 replacement property.
Learn More →200 Percent Identification Path
Structure your 200 percent identification strategy with property value analysis and coordination.
Learn More →