San Diego County · Multifamily & investment
1031 exchange property search & coordination
Build the exchange plan before the sale. Cornelius Estates helps with the real estate search and transaction coordination while your tax adviser, legal counsel and qualified intermediary handle the exchange requirements.
Book a 30-minute consultation
Understand the purpose and the deadlines
A qualifying Section 1031 exchange may defer tax on an exchange of real property held for investment or business use. In a deferred exchange, replacement property generally must be identified within 45 days after the transfer. Receipt must occur by the earlier of 180 days or the tax-return due date, including extensions. Review the rules and any applicable exceptions with your advisers.
- Ask your tax adviser whether your ownership and property use qualify.
- Arrange qualified intermediary involvement before closing the sale.
- Have the intermediary confirm the identification and completion dates in writing.
Search with the investment criteria in mind
An approaching deadline should not replace property diligence. Define the replacement-property budget, income objectives, financing needs, location and management preferences early. We can help compare available properties and keep the real estate work aligned with the dates your exchange team confirms.
- Review rent rolls, operating expenses and property condition.
- Coordinate access, inspections and transaction documents.
- Discuss financing and closing logistics with the lender, escrow and intermediary.
Discuss DST options with the appropriate specialists
If you are considering a Delaware Statutory Trust, start with the DST guidance in our multifamily services. Structure, eligibility, risks and suitability require specialist review. Our role is real estate transaction coordination; we do not act as your qualified intermediary or provide tax, legal or securities advice.
- Clarify who is responsible for each exchange task.
- Keep property comparisons separate from tax and investment suitability conclusions.
- Review an ownership change with your advisers before making a commitment.
Questions before you begin
Should I wait until my property sells to plan an exchange?
Speak with your advisers before the sale closes. The exchange structure, proceeds handling and replacement-property search need advance coordination.
Does an exchange eliminate tax?
Tax deferral is different from tax elimination. Your tax adviser should evaluate the transaction, any taxable amounts and the implications for future ownership or a later sale.
Talk through your property
Start with the facts, then choose a plan
Share the property address, your timing and the decision you are considering. We can identify the information needed for the next conversation.