Main Line
Monday-Friday
8:00 a.m.-5:00 p.m. Pacific
Talk Through Your 1031 Exchange
Tell us what you are selling, what you plan to buy, and the next closing date. You do not need every document ready to begin the conversation. For an approaching closing or active deadline, call the exchange team directly.
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
Include the property state, next closing date, and whether you are selling first, buying first, or planning improvements. Mention any active deadline and whether you are contacting us for yourself or a client. The start checklist helps you gather the remaining details.
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 a conversation, not a stack of paperwork
Your message provides a starting point to discuss the service, missing information, and coordination your transaction may need. Ask about the next steps and written scope. A website inquiry does not open an exchange or confirm qualification.
Already working with us? Choose "Existing exchange or client" and name your exchange contact. Call directly for a time-sensitive change; do not rely on this form to deliver an identification or revised wire instructions.