1031 Exchange Advisory.
The 1031 isn’t a tax strategy problem — it’s a replacement property problem under a clock.
What we do.
The mechanics of a 1031 exchange are well-understood and well-handled by the qualified intermediary industry. The part that’s poorly served — and where most of the value destruction happens — is the replacement property strategy.
Investors have 45 days to identify replacement property and 180 days to close. Under that pressure, most investors default to whatever’s in front of them — a 1031 marketplace listing, a broker’s pitch, a DST aggregator — and the quality of the replacement decision determines whether the exchange creates or destroys value for the next ten years.
CRE360 works the replacement strategy as a standalone engagement. Our in-house 1031 specialists serve investors nationally, with coverage across asset classes and markets.
Scope.
A standard engagement covers:
- Replacement asset profile definition — what the investor actually needs from the next property, not what the market is offering
- Candidate replacement evaluation — stress-testing the specific properties the investor is considering
- Market and submarket validation on each candidate
- Underwriting review of the replacement opportunity
- Coordination with the qualified intermediary, tax advisor, and acquisition counsel
- Strategic guidance through identification and close
Who engages us.
- CRE investors executing individual-property 1031 exchanges
- Investors consolidating multiple properties into larger holdings
- Family offices managing ongoing 1031 programs
- Advisors, attorneys, and qualified intermediaries needing a specialist partner for replacement strategy
- Operators using 1031 structures to restructure portfolios
Engagement.
Project-based engagement sized to exchange complexity.
Start with a free call, contact us below.
Portfolio exchanges, multi-property rollups, and complex consolidation engagements are scoped individually.
Ready to engage.
Send us the exchange timeline, the property being relinquished, and the replacement parameters. A member of the firm will respond within two business days with a scoping call invitation and initial engagement framework.