The building demands too much
Tenants, repairs, violations, rent regulation and capital work can turn an investment into a second full-time job.
free guidancefor New York property owners
Selling investment or inherited property? Get help understanding the exchange, connecting with an independent qualified intermediary and comparing direct real estate, net-lease and DST replacement options.
start withthe reason you are selling
A useful exchange plan starts with your actual property and your reason for leaving it—not with a generic rule. We help organize the first questions and connect you with the independent professionals your transaction requires.
Talk Through Your Sale — 646-846-0537Tenants, repairs, violations, rent regulation and capital work can turn an investment into a second full-time job.
Ownership, basis, qualifying use and family priorities should be understood before a sale limits the available choices.
A shared sale may require separate conversations about control, income, debt, timing and the next ownership structure.
If the property is listed or under contract, the qualified intermediary and exchange team need to be brought in promptly.
A qualifying New York investment property may be exchanged for qualifying real estate elsewhere in the United States.
Start with a plain-English conversation about the sale, deadlines, professionals and replacement-property choices.
one calla complete starting point
Initial guidance is free. The goal is to help you understand the path, find the right independent professionals and move into a replacement search built around your priorities.
Begin with the property being sold, expected equity, debt, timing and what the next investment needs to accomplish.
Connect with an independent qualified intermediary before closing so exchange proceeds and documents are handled properly.
Review direct real estate, net-lease opportunities and other qualifying properties in New York or nationwide.
Explore professionally managed replacement-property interests when less day-to-day property responsibility is a priority.
Organize the ownership, use, estate and advisor questions that can shape whether an exchange path is worth considering.
Discuss time-sensitive sales or buy-before-you-sell situations with the independent professionals the transaction requires.

a more passive pathwhen management no longer fits
A DST may allow a qualifying seller to exchange into professionally managed, institutional-grade real estate without personally handling tenants, maintenance or renovations. Some offerings may begin around $100,000.
DST interests are generally illiquid and sponsor controlled. Current inventory, projected income, fees, leverage, sponsor and property risk, investor eligibility and suitability vary. A licensed securities professional must provide and review the offering documents.
replacement choicesmeasured against your priorities
The right replacement is not simply the first available listing. Control, workload, financing, liquidity, concentration, diligence and ability to close should all be considered beside the owner’s goals.
Retain control over leasing, financing, improvements and disposition while remaining responsible for operations or hiring management.
Explore direct property typesOwn real estate subject to a tenant and lease that assign specific operating obligations. Tenant credit, lease terms and residual value matter.
Review net-lease propertyExchange into professionally managed fractional ownership where the sponsor controls the property and the interest is generally illiquid.
Request the DST property listfrom the salethrough replacement closing
Every transaction has its own ownership, tax, financing and property questions. These are the practical handoffs that keep the exchange conversation moving.
Is this your first exchange?
Talk through the starting questions before the property closes.
Call a 1031 expert at 646-846-0537Clarify ownership, use, basis questions, debt, expected equity and what you want to change about the next investment. Engage the independent qualified intermediary before closing.
Bring the closing team, intermediary, CPA, attorney and lender into the conversation. Put the identification and closing dates on one shared calendar.
Compare primary and backup candidates against income needs, management responsibility, financing, diligence, risk, control and realistic closing probability.
Keep title, inspections, environmental review, financing, entity documents and exchange funding instructions moving with the appropriate professionals.

New York sale. Nationwide options.
Explore replacement-property paths without limiting the search to the neighborhood or property type you are leaving.
local perspectivenationwide replacement reach
useful next stepsbefore the sale closes
learn beforeyou commit to the sale
free initial guidanceone conversation can clarify the path
Whether the sale is months away or already under contract, share what you know. We can discuss the starting questions, replacement-property directions and the independent professionals who may need to be involved.
Use the same short form whether you need exchange information, a property list or help with a planned sale.
questions owners askbefore choosing the next property
Potentially. Real property held for investment or productive use may generally be exchanged for other qualifying real property in the United States. A qualified intermediary, CPA and attorney should review the specific property, ownership and transaction before the sale closes.
A replacement strategy can compare another directly owned property, a net-lease property and professionally managed options such as a DST. Each has different control, workload, liquidity, financing, fee and risk considerations, so the comparison should begin with what you want to change after the sale.
Call as soon as possible. The independent qualified intermediary generally needs to be engaged before the relinquished-property closing, and the replacement-property deadlines begin when that closing occurs.
It may, depending on ownership, basis, how the property has been used and the planned transaction. Inherited property can also raise estate, co-owner and tax questions that should be reviewed by the owner’s CPA and attorney before committing to a sale structure.
A Delaware Statutory Trust may hold institutional-quality real estate through professionally managed fractional ownership. DST interests are generally illiquid, sponsor controlled and offered through private placements. Availability, fees, leverage, risks, eligibility and suitability vary by offering.
The sponsor and professional property-management structure handle day-to-day operations, so the investor does not directly manage tenants, maintenance or renovations. The tradeoff is reduced control, limited liquidity and exposure to the sponsor and underlying properties.
Some current offerings may have minimum investments near $100,000, but minimums and investor requirements vary. A licensed securities professional must provide current offering documents and determine eligibility and suitability.
The property’s investment use, ownership and transaction structure are more important than the label alone. Rent regulation, commercial and residential components, transfer taxes and local filings should be reviewed with the qualified intermediary, CPA, attorney and closing professionals.
Yes. Call 646-846-0537 for free initial guidance about the sale, timing, qualified intermediary, replacement-property choices and the independent professionals your transaction may require.