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've guided investors through hundreds of exchanges across retail, industrial, office, and multifamily assets. Our role is to coordinate the sale of your relinquished property and the acquisition of your replacement simultaneously — managing both sides of the transaction so you hit your deadlines and preserve your gain.

We work with Qualified Intermediaries, tax advisors, and legal counsel to make sure your exchange is properly structured from the start. We don't provide tax advice, but we know how to run a transaction that meets IRS requirements and holds up to scrutiny.

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.