1031 Exchange Advisory
Defer capital gains. Compound your basis. Build generational wealth.
A 1031 exchange is one of the most powerful tools in real estate — and one of the most easily mishandled. We help investors structure and execute exchanges that meet IRS timelines and align with long-term portfolio strategy.
What We Do
A deliberate, investor-grade engagement.
Pre-Sale Planning
Structure the exchange before the relinquished property closes — not after.
Qualified Intermediary Coordination
Work with experienced QIs to ensure compliant structuring from day one.
45-Day Identification
Curated list of qualifying replacement properties — ready before the clock starts.
Off-Market Replacement Inventory
Three decades of relationships surface 1031-friendly properties not on the open market.
Reverse Exchanges
Acquire the replacement first when timing demands — structured properly.
180-Day Close Execution
Diligence, financing, and closing managed to land inside the IRS deadline.
Our Process
From first conversation to closing.
01
Strategy
Sale price, basis, depreciation recapture, and replacement targets modeled.
02
Sourcing
Replacement candidates curated before the relinquished sale closes.
03
Identify
Three properties formally identified within 45 days.
04
Close
Diligence and funding closed inside the 180-day window.
Why CLI
Investment-first. Discreet. Decades-deep.
A failed 1031 isn't an inconvenience — it's a tax event. Every CLI 1031 engagement is structured to identify replacement options before the relinquished sale, not after. That's how the deadline gets met.