Coordinate the transaction before closing
Bay Area transactions can include short closing periods, multiple advisors, lender conditions, and complex title. Start the exchange review before these facts become fixed.
1031 Strategies & Services Group has a listed office at 25954 Eden Landing Road in Hayward, California.
Choose the correct exchange path
Use a delayed-exchange review when the relinquished-property sale will occur first. Contact Independent Exchange Services, Inc. before the sale closes.
Use a reverse-exchange review when the replacement-property purchase can occur first. Contact Reverse Exchange Services, Inc. before the purchase closes.
Use an improvement-exchange review when work must occur before the taxpayer receives replacement property. Review title and construction before work starts.
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.
One transaction can involve personnel in different Bay Area counties. Use the same dates, property names, and entity names in each communication.
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.
Is the office in San Francisco?
The current website lists the office in Hayward. Confirm the current meeting and mailing instructions before travel or document delivery.
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.