Services

1031 Exchange

Sell an investment property and reinvest the proceeds without taking the capital gains hit now.

1031 Exchange Services

The clock is unforgiving — 45 days from closing to identify replacement properties and 180 days to close. We start sourcing candidates before your relinquished property closes, so the deadline never drives the decision.

On the clock for an exchange?

Book a Call

What You Get

How We Work

Sourcing starts early

Replacement candidates identified before the relinquished property closes.

Your professionals, coordinated

We work alongside your CPA, attorney, qualified intermediary, and lender.

In-state or out

Replacements sourced in California or in higher-yield markets elsewhere.

Timeline discipline

Days 1–45 for identification and days 46–180 to close, documented for tax planning.

“A good realtor secures a deal;

a GREAT realtor secures your financial future.”

“A good realtor secures a deal;

a GREAT realtor secures your financial future.”

“A good realtor secures a deal;

a GREAT realtor secures your financial future.”

Ready to talk about your next move?

Ready to talk about your next move?

DRE: 01965355

DRE: 01965355

Book a Call

Book a Call

Location:

Location:

2221 Oakland Road, Suite 268, San Jose, CA 95131

2221 Oakland Road, Suite 268, San Jose, CA 95131

Let's Connect:

Let’s Connect:

Other Links

Other Links

© 2026 All Rights Reserved.

© 2026 All Rights Reserved.