Exchange economics
Expected equity, debt replacement, purchase range, financing capacity, and potential partial-exchange questions.
Current Replacement-Property Options
Request a free list of 1031 exchange properties.
Compare direct real estate, net-lease property, and passive DST replacement paths against the income, management, diversification, financing, and timing goals behind the Newport Beach sale.
Start With the Owner’s Goal
The best replacement list is built around the reason for selling.
An owner leaving a Newport Beach rental, apartment property, office, retail building, industrial asset, land, or another investment may want something very different after closing. The desired change may be less management, more dependable income, broader geographic exposure, direct control, lower concentration, or a replacement that can close with fewer moving parts.
That is why a useful property conversation begins with the relinquished sale, expected equity, debt, preferred income, management capacity, and deadline status—not with an undifferentiated list of listings.
Direct Real Estate
Compare properties the owner will control directly, including multifamily, industrial, medical office, retail, self-storage, and other commercial real estate.
Net-Lease Property
Review directly owned property where the lease assigns specified operating obligations to the tenant. Tenant credit, guaranty, lease term, rent, location, and residual value still matter.
DST Property
Explore fractional interests in professionally managed real estate when less daily management, access to institutional-quality assets, diversification, or a backup path matters.
What We Use to Narrow the Options
A property should fit the exchange and the life the owner wants after closing.
Income objective
Current income needs, growth expectations, lease durability, leverage, and the tradeoff between projected income and property risk.
Management role
Direct landlord responsibility, third-party management, tenant obligations under a net lease, or professionally managed fractional ownership.
Closing reality
Seller cooperation, financing, inspections, title, offering availability, subscription timing, backup options, and ability to complete the purchase.
No Daily Landlord Role
Find institutional-quality real estate without taking on another building to operate.
Some DST offerings may begin around a $100,000 minimum and may allow an owner to divide exchange equity among multiple properties or sponsors. The structure can be considered as a primary replacement, a partial allocation, or a backup when a direct purchase is uncertain.
A DST does not provide the same control or liquidity as direct ownership. Offering documents, sponsor experience, fees, conflicts, leverage, property risk, hold expectations, eligibility, and suitability must be reviewed before an investment decision.
Request Passive Property OptionsProperty List Questions
What to know before requesting current options.
Is the current property list published on the website?
No. Replacement-property availability changes, and DST offerings require eligibility, availability, offering-document, risk, fee, and suitability review. Submit the short form so the team can understand the sale and discuss appropriate current options.
Does the replacement property need to be in Newport Beach?
No. An owner can compare local, Southern California, and nationwide real estate when the replacement otherwise fits the exchange and investment objectives. California reporting and tax questions should be reviewed with the owner's CPA and attorney.
Can the list include passive replacement properties?
Yes. The conversation may include professionally managed DST interests alongside directly owned and net-lease real estate. DST interests are generally illiquid and require appropriate securities and suitability review.
Can direct property and DST interests be combined?
An exchange may involve more than one replacement property. Whether a direct acquisition and one or more DST interests fit the transaction depends on identification, equity, debt, eligibility, offering availability, professional review, and closing timing.
Free Property List
Tell us about the sale and the desired replacement.
Submit the same short form used throughout the site. The team will follow up about current direct, net-lease, and passive replacement-property paths that may fit the conversation.
Call a 1031 expert: (949) 638-3016