A San Diego 1031 Exchange is Not a Do-it-Yourself Project

The information we’ve provided here is an over-view of a complex transaction that should only be undertaken with the aid of qualified advisors.

You’ll need a well-oiled team of San Diego professionals to assure your success:

  • A San Diego real estate agent who is familiar with the rules and regulations and who will help you work within the strict time frames required by the exchange.
  • An experienced, qualified tax advisor who specializes in 1031 exchanges and can help you determine your equity position in both the relinquished and replacement properties
  • A Qualified Intermediary – also known as a facilitator – to handle the proceeds of sale and prepare the paperwork.

The rules surrounding a 1031 Exchange are complex, and if broken will result in tax liability.

Do not undertake this project without qualified help.

If you’d like to exchange your current San Diego investment property for something different, but you’re not sure where to start, give us a call at 619-929-1413 or write td@tomdunlap.com.

Our San Diego real estate investment specialists will be glad to discuss your situation and put you in touch with other professionals who can and will help guide you.


Note* The 1031 Exchange information on this site is meant as an overview and is not to be taken as tax advice. To determine how a 1031 Exchange would affect you, please consult your tax advisor and/or your tax attorney.