Trading investment property
Rosamond 1031 Exchange Transactions
Your sale and your replacement purchase lined up so the exchange calendar is met and the next property is a good one.
Can You Find the Next Property in Time?
That is the real test of a 1031 exchange. The idea is straightforward: sell property held for investment or business use, buy like-kind replacement property and aim to defer capital gains tax. The calendar is the hard part. When the sale of your current property closes, a 45-day window opens for naming replacements in writing, and the purchase must close within 180 days, and the 180 days can be cut short if your tax return is due first. Those dates do not move for a slow escrow. Real Estate Agent Rosamond handles the real estate side of both halves. We price and sell the property you are giving up, then search for, evaluate and negotiate the replacement. That could mean trading a rental house for a small commercial building, or a parcel of desert acreage for a property with steady income. You work with a qualified intermediary who holds the sale proceeds and a tax advisor who weighs how the rules apply to you. We do not give tax advice or promise tax results. We keep both escrows moving in step with the exchange deadlines.
What Does Exchange Coordination Include?
Exchange rules belong to your intermediary and tax advisor. The real estate work below is ours.
Selling the relinquished property
The property you are letting go gets priced from recent sales, marketed and negotiated.
Mapping the calendar
The 45-day identification date and the 180-day closing date laid out before your sale is under contract.
An early replacement search
We start touring and vetting candidates while your sale is still in escrow, so identification does not begin at zero.
Organizing identification
A tidy list of possible replacements, ready to hand your intermediary well before the written deadline.
Replacement analysis
Rents, expenses, leases and condition reviewed for each option on your list.
Contracts that fit the window
Escrow lengths and contingency periods written to land inside the exchange timeline.
Staying in touch with your team
Regular contact with your intermediary, tax advisor, lender and escrow officer.
How Does an Exchange Unfold?
Plan before listing
We look at the property you plan to sell and the kind you want next. You confirm the plan with your tax advisor and engage a qualified intermediary before the sale closes, as the rules require.
Sell while you search
Your property goes to market as we study replacement options. When the sale closes and the 45-day clock starts, you already have candidates.
Identify, buy and close
Your intermediary receives your written identification. Meanwhile we negotiate the purchase and track every contingency so closing lands inside the 180-day window.
Why Do Investors Trust Us With Their Exchanges?
Dates checked twice
Every contract date is compared against the exchange deadlines before signing.
One agent, both escrows
With one agent on both escrows, no detail gets lost between them.
Clear roles
Tax questions go to your advisor, exchange rules to your intermediary. We focus on the property.
- 45-day identification
- 180-day closing
- Intermediary in the loop
- Both sides handled
Considering an Exchange This Year?
Planning works best while your property is still unsold. A call now lets us map the sale, the search for a replacement and every date in between.