1031 Exchange Services
Comprehensive property identification and exchange coordination services for investors in San Francisco, CA.
45 Day Identification Support
Track and manage your 45 day identification deadline with automated alerts and identification letter preparation.
Learn more →180 Day Closing Coordination
Coordinate lender packages, due diligence, and intermediary instructions to meet your 180 day closing deadline.
Learn more →Three Property Identification Strategy
Plan your three property identification path with property evaluation and contingency planning.
Learn more →200 Percent Identification Path
Structure your 200 percent identification strategy with property value analysis and coordination.
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 →Nationwide Property Identification
Identify replacement properties across the United States that meet your 1031 exchange requirements.
Learn more →NNN Property Search
Source single tenant net lease properties with credit tenants and long term lease structures.
Learn more →Multifamily Property Identification
Find multifamily replacement properties with verified rent rolls and professional management.
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 →Qualified Intermediary Coordination
Coordinate with qualified intermediaries to ensure escrow, legal, and lending workstreams stay synchronized.
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.
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