A 1031 exchange lets you sell an investment property and reinvest the proceeds into another without paying capital gains tax at the time of sale. The rules are strict: you have 45 days from closing to identify replacement properties and 180 days to close. Wilson Lau Real Estate Group coordinates with your qualified intermediary and CPA, sources replacement inventory before your relinquished property closes, and keeps the clock from running out.
Who this is for
- Owners sitting on a highly appreciated Bay Area rental
- Investors trading up from single-family into multi-family
- Landlords tired of management who want to move into passive or triple-net assets
- Anyone facing a large capital gains bill on an investment property sale
- Out-of-state exchanges from California equity into higher-yield markets
Our process
- Feasibility review. Whether an exchange makes sense versus an outright sale, with your CPA in the room.
- Assemble the team. Qualified intermediary, CPA, lender, and attorney lined up before you list.
- Sell the relinquished property. Marketed and timed to give you the longest possible runway.
- Day 1–45: Identification. We source and vet replacement candidates in parallel with your sale, so identification isn’t a scramble.
- Day 46–180: Close. Financing, due diligence, and closing on the replacement property inside the window.
- Post-close. Basis tracking documentation for your CPA and planning for the next exchange.
Why work with us
- We start sourcing before you close. Most exchanges fail because identification starts on day one instead of day negative-thirty.
- We work inside your professional team. Your CPA and attorney lead on tax and law. We execute on real estate.
- In-state and out-of-state replacement sourcing. With our broad network in even out of state areas, our team can connect you with experts from different markets outside California.
Disclaimer
Wilson Lau Real Estate Group is a real estate brokerage, not a tax or legal advisor. 1031 exchanges require a qualified intermediary and should be structured with your CPA and attorney. Nothing on this page is tax or legal advice.
Related: Invest, Sell, Commercial and Business