1031 Exchange

A 1031 exchange can be a powerful tool, but the rules and timelines leave little room for error. I work with you and your qualified intermediary to keep the process organized, the dates protected, and the transaction moving. We’ll align your sale strategy with your replacement-property plan so you’re not scrambling at the end. The objective is a smooth exchange that supports your long-term portfolio goals—without unnecessary risk or last-minute surprises.

You’ll get a clear plan, proactive communication, and steady guidance from strategy through closing. We’ll define success up front—timeline, price expectations, risk tolerance, and the non‑negotiables—then execute with discipline. That means fewer surprises, better decisions, and cleaner outcomes.\n\nIf you’re comparing options, I’ll help you understand the tradeoffs and choose the approach that fits your goals and the realities of today’s market. And if you already know what you want, I’ll help you move decisively with the right steps in the right order.