A clear path from sale to passive income.
A 1031 exchange runs on an unforgiving clock. Our process is built backward from your deadlines, so every step happens on time and nothing is left to chance.
Disciplined, transparent, and built around you.
You'll always know exactly what's happening, what's next, and what's required of you. Here's the journey from first call to lasting partnership.
Discovery
A confidential conversation about your property, your goals, your timeline, and your appetite for involvement. We confirm we're the right fit before anything else, and if a different path serves you better, we'll say so.
Strategy & options
We map the structures that genuinely fit (1031 into direct property, DSTs, a 721 UPREIT, Opportunity Zones) and present a curated, vetted set of replacement options aligned to your income and risk goals.
Due diligence
For each option, we prepare a clear suitability and risk analysis (sponsor track record, leverage, market fundamentals, fees, and structure) at no charge, so you decide with full information.
Execution
We coordinate the 45- and 180-day deadlines, identification documents, and closing alongside your qualified intermediary, CPA, and attorney, managing the details so you don't have to.
Ongoing support
After the close, we monitor your portfolio, keep you informed, and stand ready for your next move: another exchange, an UPREIT, or planning the transfer of wealth to the next generation.
Your 1031 timeline at a glance.
Both deadlines begin the day your sale closes and run concurrently. We build your plan around them from day one.
The standard we hold ourselves to.
Responsiveness
We answer quickly, because inside a 45-day window, a day matters.
Plain language
No jargon walls. We explain every option until it's genuinely clear.
Coordination
We work seamlessly with your existing CPA, attorney, and QI.
No pressure
Education first. You decide on your timeline, within the rules.
Ready to begin with step one?
A discovery call is confidential, free, and the best way to see your options clearly.