1031 Exchange Advisory.

A 1031 exchange is one of the most powerful tools available to real estate investors — but the mechanics are unforgiving. The 45-day identification window and 180-day close deadline leave little room for error.

We have guided investors through hundreds of 1031 exchanges across all asset classes. Our role is to manage the logistics of the 1031 exchange process to ensure your sale and acquisition remain synchronized. Whether you are trading out of retail, industrial, office, or multifamily assets, we coordinate the timeline between your relinquished property and replacement targets. We work alongside your qualified intermediary, tax professionals, and legal counsel to track your 45-day identification and 180-day closing deadlines, ensuring the transaction structure remains compliant while protecting your capital gains deferral.

We coordinate early with your qualified intermediary, tax advisor, and legal counsel so the exchange structure, documentation, and timing are addressed before the sale closes. While we do not provide tax or legal advice, we manage the real estate transaction process with the 45-day identification period, 180-day closing deadline, and related exchange requirements clearly in view.

Exchange formats we handle

• Simultaneous exchanges (same-day close)
• Delayed exchanges (most common format)
• Reverse exchanges (acquire first, sell later)
• Build-to-suit / improvement exchanges
• Multi-property exchanges (multiple relinquished or replacement)

How we work with you

1. 01
   Identify exchange candidates

   We help you evaluate whether a 1031 exchange makes sense for your situation — analyzing gain deferral, replacement property availability, and the timing window before you list.

2. 02
   Coordinate the sale

   We market and sell your relinquished property with the exchange timeline in mind, building in appropriate contingencies and working closely with your QI from day one.

3. 03
   Source replacement properties

   Within the 45-day identification window, we work fast to surface on-market and off-market candidates that fit your investment criteria, price range, and hold strategy.

4. 04
   Execute the acquisition

   We guide you through the acquisition of your replacement property, coordinating due diligence, lender requirements, and closing logistics to hit the 180-day deadline.