What brings you here?
Most owners land here with one of four questions. Pick yours.
I am tired of managing my rental
Compare keeping it with a manager, selling outright, or exchanging into a lower-maintenance property.
Read the comparisonI want to sell without a big tax bill now
What a 1031 exchange defers, what it does not, and when paying the tax is the better call.
See how deferral worksWhat will taxes take if I sell?
California taxes capital gains as ordinary income, with no lower rate. See every piece of the bill.
See the piecesCan I exchange a rental into commercial?
Real property trades for real property. How owners move from a rental into NNN and other commercial assets.
See the tradeoffsTwo deadlines that do not move
From the day your sale closes, you have 45 days to name replacement property in writing and 180 days to close on it. The 180 days ends sooner if your tax return comes due first, unless you file an extension.
Example date shown. Estimate only. Confirm every deadline with your qualified intermediary.
Three professionals, three different jobs
No single person can run a 1031 exchange for you. Here is who does what.
Qualified intermediary
Holds your sale proceeds and prepares the exchange documents. You never touch the funds.
CPA or tax attorney
Tells you what you would owe and whether an exchange is worth it for you.
Commercial real estate advisor
Lines up replacement property before the clock starts, so day 45 is not a scramble.