1031 Exchange Services for Bay Area Property Owners

Coordinate the transaction before closing

Selling Bay Area investment property or arranging a replacement purchase? IES and RES coordinate the exchange documents, proceeds, and titleholding steps with your transaction team. Start with the property locations and the next closing date.

Our mailing address is 25954 Eden Landing Road, Hayward, California. Call 888-747-1031 or use the team's direct contact details. Confirm meeting arrangements before visiting.

Choose the correct exchange path

Selling first: Qualified Intermediary services. Involve IES before the sale closes so the exchange agreement, assignment, and proceeds process can be coordinated.

Buying first: reverse-exchange services. Discuss the titleholding arrangement with RES, your lender, and your advisors before the purchase closes.

Including improvements: construction-exchange coordination. Review the work, budget, title path, and schedule before the purchase or construction begins.

Coordinate the Bay Area transaction team

Give the exchange team the contacts for these parties:

• The investor or taxpayer representative.
• The real estate broker.
• The escrow or title officer.
• The tax advisor.
• The attorney.
• The lender.
• The insurance contact for a reverse exchange.
• The contractor for an improvement exchange.

Our professional coordination guide explains the handoff. Review the exchange team's roles and experience before choosing whom to involve.

Buying replacement property outside California? Read the California reporting considerations as well as the federal exchange requirements.

Information for the first review

• The address of each property.
• The current and proposed owner.
• The signed contracts and amendments.
• The expected sale and purchase dates.
• The title and escrow contacts.
• The loan and insurance status.
• The replacement-property plan.
• The active identification or exchange deadline.

Where should I send mail or arrange a meeting?

Use the Hayward mailing address on the contact page for mail. Contact the team to arrange a meeting before traveling; a mailing address is not a walk-in appointment location.

What if the closing is close?

Call 888-747-1031. Give the closing date, property address, and escrow contact first.

Request a Bay Area review

Call the team before the sale or purchase closes. Use the contact page for a nonurgent transaction.

This page gives general information. It does not give tax, legal, investment, real estate, lending, title, or financial advice.