Expert Guidance

Exchange Services

Comprehensive 1031 exchange support from identification to closing. Specialized services for California investors seeking compliant property replacement solutions.

Showing 23 services

Timeline Management

45 Day Identification Deadline Management

Track and coordinate 45 day identification period with automated reminders and deadline alerts.

Timeline Management

180 Day Closing Timeline Control

Manage 180 day exchange completion with milestone tracking and IRS deadline coordination.

Timeline Management

Reverse Exchange Coordination

Structure build to suit acquisitions before relinquished property sale with qualified intermediaries.

Timeline Management

Improvement Exchange Planning

Coordinate construction and renovation exchanges under IRS revenue procedures.

Exchange Structures

Qualified Intermediary Selection

Match investors with bonded QI firms operating segregated trust accounts and fidelity insurance.

Exchange Structures

Three Property Rule Implementation

Structure identification lists using three property rule for maximum exchange flexibility.

Exchange Structures

200 Percent Rule Coordination

Implement 200 percent rule strategies for unlimited property value identification.

Exchange Structures

95 Percent Rule Application

Apply 95 percent identification rule for complex portfolios and multi property exchanges.

Property Execution

Multifamily Property Identification

Locate stabilized apartment communities in Los Angeles County for 1031 exchange compliance.

Property Execution

Triple Net Lease Property Search

Find NNN leased commercial properties with credit tenants across Southern California.

Property Execution

Industrial Warehouse Discovery

Identify modern distribution facilities and flex spaces in Inland Empire logistics corridors.

Property Execution

Medical Office Building Locator

Source healthcare real estate with stable leases and regulatory compliance in Los Angeles CA.

Property Execution

Self Storage Facility Matching

Find turnkey self storage assets with strong occupancy in Southern California markets.

Boot Analysis and Minimization

Analyze and structure exchanges to minimize or eliminate taxable boot from property swaps.

Depreciation Recapture Planning

Plan exchanges to manage depreciation recapture tax implications under current tax rates.

California Transfer Tax Planning

Minimize documentary transfer tax costs in Los Angeles County exchange transactions.

Documentation & Reporting

Form 8824 Preparation Support

Assist with IRS Form 8824 reporting for 1031 exchanges completed in California.

Documentation & Reporting

Exchange Documentation Assembly

Compile and organize all required documentation for IRS audit and state tax compliance.

Delaware Statutory Trust Placement

Access institutional quality DST portfolios for passive 1031 exchange investors in California.

Vacation Rental Safe Harbor Properties

Find personal use vacation homes meeting Rev Proc 2008 16 safe harbor requirements in Los Angeles CA.

Education & Consultation

1031 Exchange Education Consultation

Provide comprehensive education on 1031 exchange rules and strategies for California investors.

Education & Consultation

Identification Rules Explainer

Explain three property rule, 200 percent rule, and 95 percent rule identification requirements.

Education & Consultation

Timeline Deadline Calculator

Calculate and track 45 day identification and 180 day exchange completion deadlines.

Need Assistance?

Find the Right Service

Our team specializes in Los Angeles CA 1031 exchanges. Contact us for personalized guidance on your specific situation.

Schedule Consultation Call 818-412-8402