INVESTING In 2-4 UNITS

1031 EXCHANGE

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We Work With Real Estate Investors

ROI  Investing in 2-4 unit properties with us means partnering with experts who understand the local market and can help you maximize cash flow and long-term value. We provide tailored investment strategies, ensuring your investment works harder for you. Whether you're a first-time investor or an experienced one, our team makes the process seamless, efficient, and profitable. Let us help you grow your portfolio with high-performing, multi-unit properties.

Looking to upgrade your rental property without paying capital gains taxes? With a 1031 Exchange, you can trade up to a higher-priced investment property tax-free! Keep your profits working for you—defer taxes on your current property’s gains and reinvest in a more profitable property. But hurry, there are strict timelines to follow. Contact us today to learn how a 1031 Exchange can help you grow your investment!

Holding onto an old property too long can lead to diminishing returns. Over time, you'll face costly repairs—new roofs, HVAC replacements, deteriorating pipes, electrical, cracked slabs, fixing dry rot/mold, and the constant expense of make-ready work between tenants. Don't let maintenance drain your profits. Upgrade your investment and recapture your investments today!

Tax depreciation ends after 27.5 years on residential real estate. If you are getting close to that or past it please give us a call so we can help you recapture and save on your deferred taxes.

1031 Exchange

Internal Revenue Code Section 1031 is one of the greatest wealth-building tools for real estate investors.1031 Exchange allows investors to defer the payment of capital gains taxes when selling an investment property and exchanging it for another investment property.

CAPITAL GAIN TAXES  

Four levels of taxes:

  1. Depreciation Recapture (25%)
  2. Remaining Federal Gain (15% / 20%)
  3. Net Investment Income Tax (3.8%)
  4. State Taxes (0-13.3%)

= Total Taxes Owed

OR

1031 Exchange and defer it.

 

Contact your tax advisor/CPA prior to closing and have them provide an estimate of taxes owed if the relinquished property is sold in a taxable sale.

1031 EXCHANGE CALCULATOR

Types of Exchanges

Simultaneous Exchange

In a simultaneous exchange, both the relinquished property and the replacement property are sold and acquired on the same day through concurrent closings. Although rare, investors should still engage an Exchange Accommodator when conducting such transactions.

Delayed Exchange

The prevalent approach to exchanging, known as the delayed exchange, permits investors to first sell a property and subsequently procure replacement property within a timeframe of 180 days.

Reverse Exchange

The reverse exchange empowers investors to procure replacement property before selling their current holdings. However, it introduces complexity since investors cannot possess both the replacement property and the soon-to-be-relinquished property simultaneously. To navigate this, an Exchange Accommodating Titleholder must be enlisted to hold title to one of the properties involved. Investors contemplating a reverse exchange should proactively reach out to their chosen exchange accommodator well ahead of closing on the replacement property.

Construction/Improvement Exchange

The construction exchange enables investors to utilize exchange proceeds for land development or enhancing an existing property. Often employed to acquire a property in need of renovation, this exchange type facilitates improvements to the existing structure. However, a key challenge with a construction exchange lies in the requirement to allocate all exchange funds for construction or improvements by the 180th day of the exchange.
The construction exchange enables investors to utilize exchange proceeds for land development or enhancing an existing property. Often employed to acquire a property in need of renovation, this exchange type facilitates improvements to the existing structure. However, a key challenge with a construction exchange lies in the requirement to allocate all exchange funds for construction or improvements by the 180th day of the exchange.
While specific 1031 Exchange language isn't mandated by law in the Purchase and Sale contract, both parties must consent to an assignment of contract rights from the exchanging party to the Qualified Intermediary. So it's recommended to add it to any contract.

Or

1031 Exchange to a DELAWARE STATUTORY TRUST (DST)

Read More

 

How much would your property sell for in today’s market?

 

Check out ways we help our client's sell their properties and how we can help you!

HOUSING STATISTICS

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Oakland

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Emeryville

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Mortgage rates

For 5/04/2025

30 Year Fixed
6.624%
15 Year Fixed
5.99%
7/6 ARM
7.125%

For general informational purposes only. Actual rates available to you will depend on many factors including lender, income, credit, location, and property value. Contact a mortgage broker to find out what programs are available to you.

Mortgage calculator estimates are provided by Coldwell Banker Real Estate LLC and are intended for information use only. Your payments may be higher or lower and all loans are subject to credit approval.

Wayne Cory
.

Wayne CORY

REALTOR of  COLDWELL BANKER 

510-689-9969

wayne.cory@cbnorcal.com
Serving The San Fransisco Bay Area
Since: 2004    #01431677

wc
Joseph Chen
.

Joseph CHEN

REALTOR of  COLDWELL BANKER 

510-305-1321

joseph.chen@cbnorcal.com
Serving The San Fransisco Bay Area
Since: 2006    #01823606

JC
Contact Us

                                                                                                                                                         

Wayne CORY Joseph CHEN
REALTORs of COLDWELL BANKER

 

Wayne Cory    510-689-9969     wayne.cory@cbnorcal.com   Lic#01431677
Joseph Chen   510-305-1321      joseph.chen@cbnorcal.com   Lic#01823606  
Serving The Bay Area since 2004

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