1031 Exchanges

Maximize your investment potential by deferring capital gains taxes and repositioning equity into higher-performing assets. We specialize in guiding Los Angeles investors through the strict timelines and complex requirements of Section 1031.

THE PROCESS

Day 0: Close of Sale

The timeline begins the day your Relinquished Property closes. Sale proceeds must be held by a Qualified Intermediary (QI), not the seller.

Day 45: Identification Period

You must identify potential Replacement Properties in writing. This is a strict deadline with no extensions. We help you source on-market and off-market opportunities well in advance.

Day 180: Exchange Period

You must close on the acquisition of your Replacement Property. The purchase price must be equal to or greater than the net sale price of your Relinquished Property to fully defer taxes.

WHY PARTNER WITH US?

Exchange Expertise

  • Deep inventory of off-market upleg opportunities.
  • Relationships with trusted Qualified Intermediaries.
  • Rigorous underwriting to ensure cash flow improvement.
  • Seamless coordination with your tax and legal advisors.

A 1031 exchange is one of the most powerful wealth-building tools available to real estate investors, but the execution requires precision. A missed deadline or incorrect filing can result in a massive tax liability.

We don’t just find you a property; we find you the right property that aligns with your long-term goals—whether that’s increased cash flow, fewer management responsibilities, or geographic diversification.

Planning an Exchange?

Don’t wait until your property sells to start looking. Let’s discuss your timeline and options today.

1031 Exchange FAQs

Key Questions

  • What is a 1031 exchange?
  • How long do I have to identify replacement properties?
  • How long do I have to complete the exchange?
  • Why work with Jason on a 1031 exchange?

What is a 1031 exchange?
A 1031 exchange lets you defer capital gains taxes when you sell an investment property and reinvest the proceeds into a like-kind replacement property, following strict IRS rules.

How long do I have to identify replacement properties?
You have 45 days from the close of your relinquished property to identify potential replacement properties in writing with your Qualified Intermediary.

How long do I have to complete the exchange?
You must close on your replacement property within 180 days of selling your relinquished property, or by your tax filing date, whichever comes first.

Why work with Jason Matatiaho?
Jason specializes in Los Angeles multifamily assets and helps investors manage 1031 timelines, underwrite deals, and coordinate with Qualified Intermediaries, lenders, and tax advisors so the exchange is executed correctly.