Main Line
Monday-Friday
8:00 a.m.-5:00 p.m. Pacific
Contact
Reach the exchange team by phone or send a message for transaction planning support.
Contact Us
Call the exchange team directly or send a message below.
Jeff Lowenstein
Direct: 415-782-5226
For transaction planning, website inquiries, and coordination with the exchange team.
Mailing Address
25954 Eden Landing Road
Hayward, CA 94545
Fax: (415) 782-5209
What to include in your message
For faster routing, include whether you are selling first, buying first, considering a reverse or improvement exchange, or coordinating on behalf of a client. Helpful context includes the property state, expected closing date, escrow or title contact, advisor roles, and whether a 45-day identification or 180-day exchange deadline is already running.
Common reasons to contact the team
- Opening an exchangeYou have a pending sale, purchase agreement, preliminary title report, or escrow officer ready to coordinate exchange documents.
- Reviewing a reverse pathYou need to acquire replacement property before selling, park title through an SPE, or evaluate a construction or improvement exchange.
- Advisor coordinationYou are a CPA, attorney, broker, lender, title officer, or escrow officer helping a client confirm timing, documents, or funds flow.
Start before closing pressure arrives.
Exchange planning is strongest when the team can review sale documents, replacement timing, advisors, escrow coordination, fund handling, and deadline status before proceeds are disbursed or property is acquired outside the intended structure.
If you are already in escrow, have identified replacement property, or are trying to preserve a purchase opportunity before your sale closes, include that timing in your first message and call during business hours. Time-sensitive facts help the team understand whether the inquiry is a delayed exchange, reverse exchange, improvement exchange, or preliminary transaction review.