1031 Exchange

CAPITAL MARKETS

Confident Execution of 1031 Exchange Requirements

SRS’ 1031 exchange professionals are experts in navigating the intricacies of 1031 exchanges. We identify your unique needs, pre-qualify available properties, and expedite the process from negotiation and offer management through execution.

Experts in Navigating the Intricacies of 1031 Exchanges

While the concept of a 1031 exchange is not complicated – you are simply exchanging your interest in one investment asset for another to limit your tax liability – the IRS rules that must be followed often result in a complicated, time sensitive process that can be stressful for all parties involved.

Seasoned Negotiation and Offer Management

With decades of experience, we know the nuances of writing and managing offers that result in terms that will best suit your exchange.

Timely Escrow and Due Diligence Management

We ensure the transaction timeline is on track and that any issues which may arise are handled quickly to ensure that the deal progresses efficiently. We help coordinate inspections and reports, so you are confident your property is in the right condition and that there are no hidden issues.

Wide Array of Lender Relationships for Additional Financing

You may want to leverage the proceeds from your sale to buy a property at a higher value. SRS’ debt and equity professionals can source loans that are right for you and your exchange.

Confidence in Execution

1031 exchanges must follow a strict time frame, in which you must identify the exchange property within 45 days of your sale, and close within 180 days. Our diligent workflow, expertise, and experience ensures that this time frame and your goals are met. And as part of the SRS National Net Lease Group, our 1031 exchange professionals have access to one of the strongest net lease groups in the nation and  the broader connection to all relationships within SRS and our clients.

Learn more about SRS’ National Net Lease Group here

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Matthew Mousavi

Managing Principal

D: 949.698.1116

CA Lic. #: 01732226


Patrick Luther

Managing Principal

D: 949.698.1115

CA Lic. #: 01912215