1031 Exchange Specialist

1031 Exchange is the best way to avoid paying capital gains tax on the sale of appreciated real estate and investment properties. If you are considering selling your appreciated real estate to purchase multiple less expensive investments or maybe you would like to use the proceeds to put a down payment for that larger investment, the 1031 exchange transaction may be for you.

There are some important qualifying factors that must be understood before attempting to do a 1031 exchange and I would be more than happy to discuss with you based on your unique situation and needs, however I will bullet point some of the basic points below.

Qualifications for 1031 Exchange

  • Both the property you are selling and the property you are buying must be “like kind” (Similar) You can not 1031 exchange your Real Estate for a new yacht.
  • From the time Escrow on your sold property closes you have 45 days to identify a replacement property and a total of 180 days to close escrow on your selected property.

currently serving 1031 Exchange clients in the following cities and surrounding however also working with relocation clients.

Aliso Viejo, Costa Mesa, Corona Del Mar, Dana Point, Irvine, Ladera Ranch, Laguna Beach, Laguna Hills, Laguna Niguel, Lake Forest, Mission Viejo, Newport Beach, Newport Coast, Rancho Santa Margarita, San Clemente, San Juan Capistrano. South Orange county.

Please contact Brett Dalbeth for further information and a confidential consultation.
888-399-4844
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Call Brett Dalbeth
for Showings or more information
888-399-4844

Disclaimer

If a listing displays "Short Sale/Subject to Lender Approval" then that listing has been identified by the seller and the listing broker as a "short sale". This means that, at the listed price, the proceeds from the sale may not be adequate to pay all liens and costs of sale. Any offer made that does not fully cover the existing amount(s) owed to the lienholder(s) plus the costs of sale could be subject to lienholder approval, which approval may be exercised at the sole and exclusive discretion of the lienholder(s). The information being provided by SoCalMLS, CRISNet Regional MLS and/or CARETS is for the consumer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumer may be interested in purchasing. Any information relating to real estate for sale referenced on this web site comes from the Internet Data Exchange (IDX) program of the SoCalMLS, CRISNet Regional MLS and/or CARETS. This web site may reference real estate listing(s) held by a brokerage firm other than the broker and/or agent who owns this web site. The accuracy of all information, regardless of source, including but not limited to square footages and lot sizes, is deemed reliable but not guaranteed and should be personally verified through personal inspection by and/or with the appropriate professionals. The data contained herein is copyrighted by SoCalMLS, CRISNet Regional MLS and/or CARETS and is protected by all applicable copyright laws. Any unauthorized dissemination of this information is in violation of copyright laws and is strictly prohibited. Copyright SoCalMLS®, CRISNet Regional MLS®, CARETS®