Investor services

1031 Exchange

The IRS does not grant extensions.

1031 Exchange Advisory

The IRS does not grant extensions.

Once you close the sale of your relinquished property, the clock starts and it does not pause. The 45 day identification deadline and the 180 day closing window are absolute. Our 1031 advisory team has guided hundreds of investors through those windows, and the difference between a clean exchange and a tax disaster is the curated shortlist sitting on your desk by day 7.

We work alongside your QI and your CPA, not around them, so the transaction stays clean from a tax compliance standpoint. Whether you are consolidating a scattered portfolio into a single Class A asset or trading a single family rental into a small apartment building, the math has to work before the clock does. We underwrite every replacement candidate to your equity position, your debt coverage requirements, and your target hold period before we present it to you.

100 percent of identifications we managed for clients in 2024 and 2025 closed within the 180 day window. That outcome is not luck; it is the result of starting with a shortlist that is already real, already underwritten, and already engaged with the seller's broker.

A 1031 exchange lets you sell an investment property and roll the proceeds into a like kind replacement without recognizing the gain at sale. Done right, it is one of the most powerful tools in a small portfolio. Done wrong, it triggers the full tax bill plus penalties.

The timeline you cannot break

Day 0: close on the sale of the relinquished property. Proceeds go to a qualified intermediary, never to you.
Day 45: identify replacement properties in writing. Usually 3 candidates under the 3 property rule.
Day 180: close on a replacement, full stop. No extensions.

Where Alex fits

Alex coordinates with two qualified intermediaries he has run multiple exchanges through. On the replacement side, he sources active and off market multifamily candidates that match your equity, debt, and timeline well before the 45 day deadline forces a compromise pick. The plan usually starts 60 to 90 days before the relinquished property hits the market.

Alex is a licensed real estate broker, not a tax advisor. Confirm your specific 1031 strategy with a CPA before signing.

1031 Exchange

The IRS does not grant extensions.

The timeline you cannot break

Where Alex fits

Talk to Alex