Our Services
1031 Exchange Services
Comprehensive support for San Diego investors navigating tax-deferred exchanges. From property identification to closing coordination, we help you meet every deadline and maximize your investment potential across all 50 states.
45/180 Timeline Assurance Program
Detailed milestone planning so you never miss a forty five or one hundred eighty day marker.
Apartment Building Investing
How larger apartment building investing differs from small multifamily, including agency financing, third party management, and DST access.
Building Real Estate Cash Flow
How gross rent, operating expenses, NOI, and debt service combine into cash flow, and how net lease structure and 1031 deferral affect the number.
Capex and Buildout Estimates
Plan roof, parking, and interior capital items before or after closing.
Capital Gains Tax on Investment Property
How capital gains tax works across land, commercial, and multifamily investment property in San Diego.
Capital Gains Tax on Rental Property
How capital gains tax applies when a San Diego rental property sells, and how a 1031 exchange can defer it.
Commercial Real Estate Investing
An overview of commercial asset classes, San Diego submarket texture, and direct versus passive commercial ownership options.
Depreciation Recapture Explained
How Section 1250 depreciation recapture works on San Diego investment property, and why a 1031 exchange defers it too.
Drive Thru QSR Sale Leaseback
Secure high traffic drive thru assets through structured sale leasebacks.
Flex and Last Mile Logistics Pipeline
Blend office, showroom, and distribution assets for nimble occupiers.
Fractional Real Estate Investing
How fractional ownership works across DSTs, TICs, and LLC-based platforms, and why only some structures preserve 1031 eligibility.
Ground Lease Outparcel Sourcing
Find rare ground lease parcels with tenant funded improvements.
Home Sale Capital Gains Tax
How the Section 121 primary residence exclusion works, and when a former rental period changes the math.
Hospitality and Mixed Use Identification
Curate hospitality, boutique, and mixed use assets suited for 1031 reinvestment.
How to Invest in Real Estate
An overview of direct ownership, REITs, DSTs, TICs, syndications, and crowdfunding, and which are 1031 eligible.
How to Reduce Capital Gains Tax
A roundup of the main strategies San Diego property owners generally use to defer or reduce capital gains tax on a sale.
Improvement Build to Suit Exchange
Plain language explainer on using exchange funds for construction and improvements through an exchange accommodation titleholder.
Improvement Exchange Site Planning
Direct proceeds into construction or rehab while staying within Internal Revenue Service rules.
Industrial Net Lease Scouting
Locate modern industrial NNN and NN opportunities with mission critical tenants.
Industrial Real Estate Investing
How warehouse and logistics property is underwritten, San Diego's Otay Mesa border-adjacent market, and why industrial is a strong national 1031 category.
Inherited Property Capital Gains Tax
How the step-up in basis works for inherited San Diego property, and California's community property step-up rules for surviving spouses.
Is a Rental a Good Investment
A balanced look at the benefits and burdens of direct rental ownership, and how passive DST replacement property compares.
Lender Preflight Coordination
Align lenders with your exchange before you write offers.
Like Kind Property Explained
Plain language explainer on what qualifies as like kind real property for investment or business use after the Tax Cuts and Jobs Act.
Medical Office 1031 Matching
Secure medical office and outpatient replacement assets with resilient tenants.
Medical Office Investing
Why medical office buildings offer durable long term leases, how they differ from hospitals and surgical centers, and their fit as a 1031 replacement.
Mobile Home Park Investing
Why manufactured housing communities offer lower landlord capex, California Mobilehome Residency Law protections, and constrained new supply.
Multifamily DST Placement
Match exchange proceeds to institutional multifamily Delaware Statutory Trust offerings.
Multifamily Investing
How multifamily underwriting works, California's AB 1482 rent cap, and why San Diego investors sometimes diversify multifamily exposure nationally.
Ninety Five Percent Portfolio Path
Keep large identification lists compliant under the ninety five percent rule.
NNN Replacement Property Identification
Curated single tenant net lease lists aligned to your forty five day window.
Passive Real Estate Income
How net lease property, DSTs, TICs, REITs, and syndications compare as sources of passive income, and which fit a 1031 exchange.
Preferred Credit Tenant List San Diego
Priority alerts for credit tenant offerings that match San Diego exchanges.
Real Estate Crowdfunding Explained
How online crowdfunding platforms are typically structured, and why the resulting interest is generally not 1031 eligible.
Real Estate Syndication Explained
What a real estate syndication is, why the interest is generally a security, and why it generally does not qualify for a 1031 exchange.
Related Party 1031 Exchange Rules
Plain language explainer on the two year holding requirement and other limits under Section 1031(f) for exchanges between related parties.
Rent Roll and T12 Validation
Audit rent rolls, trailing twelve month statements, and general ledger exports before you commit.
Reverse 1031 Exchange Explained
Plain language explainer on acquiring replacement property before the relinquished property sale through an exchange accommodation titleholder.
Sale Leaseback Occupier Advisory
Source or structure sale leasebacks for operators ready to redeploy cash.
San Diego CA STNL Retail List
Local and national retail single tenant lists that mirror San Diego timing.
San Diego Market Comp Digest
Weekly comp summaries focused on San Diego County and nearby submarkets.
San Diego Reverse Exchange Readiness
Structure reverse exchanges for buyers who must close on the replacement first.
Second Home Capital Gains Tax
Why vacation and second homes do not qualify for the Section 121 exclusion, and how conversion to a rental can open the door to a 1031 exchange.
Section 121 Exclusion Explained
The rules behind the primary residence capital gains exclusion, and how it can combine with a 1031 exchange on mixed-use property.
Self Storage Exchange Targets
Identify stabilized and value add storage plays that work inside a 1031.
Self Storage Investing
Why self storage offers lighter management than multifamily, how California lien sale rules work, and how DST portfolios offer passive access.
The 180 Day Exchange Deadline
Plain language explainer on the one hundred eighty day exchange completion deadline and how it interacts with the identification period.
The 45 Day Identification Period
Plain language explainer on how the forty five day identification window works under Section 1031.
The Qualified Intermediary Role
Plain language explainer on why a qualified intermediary is required and how safe harbor and constructive receipt work.
Three Property Rule Strategy
Structure identification letters that maximize the three property rule.
Triple Net Ground Up Development
Pair developers and tenants for new single tenant builds.
Triple Net Lease NNN
How triple net leases shift real estate taxes, insurance, and maintenance to the tenant, and why NNN property is a common 1031 replacement choice.
Two Hundred Percent Rule Modeling
Model larger lists under the two hundred percent identification path.
What Is an NNN Lease
A definitional guide to gross, modified gross, single net, double net, and triple net lease structures and how landlord obligations change across each.
What Is Boot in a 1031 Exchange
Plain language explainer on cash boot, mortgage boot, and how unlike kind value becomes taxable.
Zero Cash Flow Bridge Options
Balance debt replacement through zero cash flow structures and TIC links.
Need a Custom Solution?
Every 1031 exchange is unique. Contact us to discuss your specific needs and we'll create a tailored plan for your San Diego exchange.
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