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.
What We Do
Three core pillars that drive every successful exchange
Property Matching
We map equity, debt, yield, and tenant goals, then release curated single tenant, DST, or structured options tied to your 45 day schedule.
Advisory Coordination
We interface with your Qualified Intermediary, attorney, tax advisors, and lenders so everyone shares the same tracker and timeline.
Process
Our Process
Four stages that guide every exchange from intake to closing
Intake Security
We open a secure workspace, collect sale documents, and confirm deadlines for your San Diego, CA exchange.
Inventory Drops
You receive daily property briefs with rent rolls, lease highlights, and credit notes matched to your criteria.
Diligence Orchestration
We schedule tours, inspections, lender checks, and legal reviews so every document lands in one place.
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.