Free guidance for the sale, independent qualified intermediary introductions, direct replacement property, passive DST options, and the decisions that carry an exchange through closing.
Some Portland owners want another property they can control. Others want income without another round of tenants, repairs, leasing calls, or capital projects. The first conversation is about the sale, the deadline, and what ownership should look like after closing.
Compare another direct property with professionally managed and passive replacement paths.
Bring the sale facts and closing date into focus before proceeds or deadlines limit the available choices.
Organize ownership, use, basis questions, and differing goals before the property reaches closing.
Explore replacement choices with different income, location, concentration, control, and management profiles.
Free initial guidance helps identify what needs attention, who needs to be involved, and which replacement paths deserve a closer look.
Start with the sale, timeline, ownership goals, and open questions. We help define the next steps and introduce the independent qualified intermediary, tax, legal, lending, brokerage, or licensed securities professionals the facts require.
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Compare direct real estate, net-lease property, and backup candidates against exchange equity, debt, income, control, diligence, financing, and the ability to close.
Request property information
Explore professionally managed, institutional-quality real estate without personally handling tenants, toilets, maintenance, or renovations. Current offerings, income, fees, leverage, risk, liquidity, eligibility, and suitability vary.
Explore passive choices
If the preferred replacement appears first, construction is part of the plan, or a sale is moving quickly, surface the title, financing, timing, and specialist questions early.
Review complex exchangesA Delaware Statutory Trust may allow an eligible investor to exchange into a fractional interest in professionally managed real estate. That can remove daily landlord work and open access to properties that may be difficult to acquire individually.
DST interests are private securities. Availability, projected income, sponsor and property risk, fees, leverage, illiquidity, investor eligibility, and suitability require review through appropriately licensed professionals and the applicable offering documents.
The exchange is easier to navigate when the sale, independent qualified intermediary, replacement criteria, financing, diligence, and advisor questions are considered together.
Clarify ownership, qualifying use, basis questions, debt, expected equity, management goals, and the professionals already involved.
Confirm the independent qualified intermediary, closing instructions, calendar, lender needs, and the written replacement brief.
Compare primary and backup candidates for control, workload, income, risk, diligence, financing, and realistic closing probability.
Keep title, inspections, insurance, environmental review, financing, entity documents, and advisor questions visible through the finish.
A 1031 exchange can move equity from qualifying investment real estate into another direct property or a passive replacement option such as a DST. The right path depends on the property, timing, investor eligibility, risk tolerance, desired control, and advice from the owner's tax and legal professionals.
Yes. Submit the short request and share the planned sale, expected equity, debt, income goals, and management preferences. Current direct and DST availability changes and must be reviewed for fit, risk, fees, eligibility, financing, and closing feasibility.
Call as soon as possible. An independent qualified intermediary generally needs to be engaged before the relinquished-property sale closes, and replacement planning is easier when the sale facts and deadlines are clear.
It may, depending on ownership, use, basis, estate facts, and the planned sale. A CPA and attorney should review those facts before the transaction advances.
Qualifying U.S. investment real estate can generally be exchanged for other qualifying U.S. investment real estate, subject to the transaction facts and professional advice.
Yes. The initial conversation is free and can help clarify the planned sale, timing, replacement goals, and which independent professionals may need to be involved.
Whether the goal is another direct property, less management, passive income, a reverse exchange, or simply understanding the choices, the initial guidance is free.
