Secure intake
You receive a private intake workspace for documents, phone notes, and lender deliverables. Access is limited to the partners you approve.
About us
Built for motivated 1031 exchange buyers.
We focus exclusively on property identification, diligence support, and advisory coordination. We are not a Qualified Intermediary, law firm, or broker dealer. Instead, we keep your San Diego, CA exchange moving by sourcing replacement assets across all 50 states and synchronizing every milestone with your existing advisors.
Property matching workflow
We map equity, debt, yield, and tenant goals, then release curated single tenant, DST, or structured options tied to your 45 day schedule.
Coordinated advisory stack
We interface with your Qualified Intermediary, attorney, tax advisors, and lenders so everyone shares the same tracker and timeline.
Our process in four stages
- 1. Intake security. We open a secure workspace, collect sale documents, and confirm deadlines for your San Diego, CA exchange.
- 2. Inventory drops. You receive daily property briefs with rent rolls, lease highlights, and credit notes matched to your criteria.
- 3. Diligence orchestration. We schedule tours, inspections, lender checks, and legal reviews so every document lands in one place.
- 4. Completion readiness. We keep the tracker updated through closing and archive the file for your Qualified Intermediary and tax advisors.
Contact
Tell us about your exchange
Share your timeline, target tenants, and any advisor introductions you need. We will respond with a secure intake link.
Next steps
Ready to stay ahead of the 45-day clock?
Connect with our intake desk for curated replacement property drops, QI coordination, and lender-ready packages.