1031 EXCHANGE, MADE SIMPLE
A streamlined 1031 exchange experience built for real estate
investors, advisors, and property owners.
Earn 1.15% on your 1031 fundsInterest paid on exchange funds above $1 million.
Call us: 949-503-0001ABOUT 1031 CAPEX
1031 CapEx helps real estate investors navigate tax-deferred exchanges with a process built around clarity, timing, and responsive support.
Whether you are selling, acquiring, or improving investment property, we help you understand the next step and keep your exchange moving forward.
Talk with our team →OUR APPROACH
Thoughtful exchange support, from first conversation to closing.Experienced guidance
Simple, organized coordination
Investor-first communication
SERVICES
Choose the exchange structure that fits the timing and goals of your transaction.
The most common 1031 exchange, giving investors flexibility when transitioning between properties.
Acquire a replacement property before selling your current property.
A direct swap of ownership interests between two parties completed at the same time.
Use capital generated from a sale to make substantial improvements to a replacement asset.
THE PROCESS
Discuss your current property, plans, and exchange timeline.
Put the exchange structure and key documentation in place before closing.
Track important deadlines and identify your next investment property.
Coordinate the final purchase to complete your tax-deferred exchange.
WHY CONSIDER A 1031 EXCHANGE?
Reposition into an asset aligned with your investment objectives.
Continue building your real estate portfolio over time.
Potentially defer eligible capital-gains taxes through a properly structured exchange.
Explore new property types, markets, or investment approaches.
Use more of your sale proceeds toward your replacement property.
Move forward with a strategy designed for your next acquisition.
1031 exchange eligibility and tax outcomes depend on your circumstances. Consult qualified legal and tax advisors.
COMMON QUESTIONS
A 1031 exchange is a tax-deferred real estate transaction that may allow an investor to reinvest proceeds from the sale of qualifying investment property into replacement property.
Timing is an important part of every exchange. Contact the team early in your sale process to discuss your transaction and next steps.
Begin before your current property closes. Early planning helps give your exchange the strongest possible foundation.
LET'S GET STARTED
Tell us a little about your transaction and a member of our team will be in touch.