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Monterey Peninsula 1031 Tax Deferred Exchange


Your Monterey Peninsula Exchange

We have helped numerous buyers and sellers with successful 1031 exchanges on the Monterey peninsula.

The most difficult part of the 1031 exchange is finding the replacement property within the time frame allowed. That is where we come in. We can assist you as the seller (or exchangor) to time the sale of your property with the closing of the "replacement" property.  We will assist in preparing your property to market for a 1031 exchange. Having your property properly inspected with written reports, prospectus and disclosure package along with tenants information will make the first leg of the transaction go smoother.  If you are looking to exchange into another property on the peninsula, that is where we can best help with the timing. If you want to sell and buy in another area then we will need to enlist the help of another Realtor in that area.  Remember, we are here to help make sure a proper exchange is executed and your taxes are deferred properly.

A short list of services provided in the exchange:

  •  Help prepare the property for sale with inspections and disclosure package.

  • Assist with city inspection and building and sewer compliance.

  • Help select the accommodator and tax professional (as needed)

  • Help identify the replacement property (or properties…)

  • Assist with title reports and title issues.

  • Market the property to most qualified buyer and for highest possible price.

  • Discuss the different types of exchange that can work best for the situation. (reverse exchange etc)

  • Time the sale of the exchange property and orchestrate all parties involved to keep your exchange on track and actually deferred.

Whether you are ready to work on the up leg sale of a property or down leg purchase, a reverse exchange where the purchase happens before the sale we can help. Please consider us as your source for 1031 exchange in Pacific Grove, Monterey, Pebble Beach, Carmel.

When the time comes to sell your investment property in Pacific Grove, Monterey, Pebble Beach, Carmel and defer taxes with a 1031 exchange, give us a call!

1031 Exchange Sale Or Purchase: Selling
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