1031 Exchange in California
Proven Experts
As the leading 1031 exchange experts in California, API has successfully managed over 200,000 exchanges across various property types.
Trust Our Knowledge
Leave the details of a 1031 exchange in California to the API professionals. We’ll help you maximize your capital gains tax deferral.
Complete Security
Our clients’ transactions are protected by robust security measures and a solid “Letter of Assurance” available upon request backed by our parent company, Stewart Information Services Corporation, a NYSE publicly traded company (NYSE: STC).
Maximize Your Real Estate Investments with a 1031 Exchange in California
If you are looking to expand your investment portfolio with real estate, many people can only do it if they can find a way to defer the capital gains taxes. But how can you do that? Is it even legal? The answer is yes! When you are backed by 1031 exchange experts in California, like our team at Asset Preservation, Inc. (API), we’ll assist you in deferring capital gains taxes. We want to help you — contact our Northern California office, and we’ll get you started with the process of starting a 1031 exchange in California.
1031 Exchange Client Testimonials
1031 Exchange in California
Because we have an office located in Northern California, 1031 exchanges in California have been a significant portion of Asset Preservation’s tax-deferred exchange activity. As a leading national qualified intermediary, Asset Preservation is committed to providing its 1031 exchange in California customers with unmatched service and the highest level of security.
From your first contact with an API representative, API’s 1031 experts in California collaborate to meet your needs to ensure a smooth transaction with no surprises. In the background, API management maintains tight financial controls and multi-layered security systems to provide a level of comfort and the quality of performance relied on by sophisticated investors and Corporate America — we call it “The API Advantage™.”
The following is a list of helpful topics for 1031 exchange Northern California customers.
- 1031 Exchange Contract Language
- California Vacation Home Handbook
- California Farm and Ranch 1031 Exchanges
- California Withholding Law
- Non-California Replacement Property Acquisitions-AB 92
- California Qualified Intermediary Law
- California FTB Denies 1031 Exchange
- California SB-1007
- California Wind Energy Exchanges
- California Identification Rules
- California Qualified Intermediary
- California Like-Kind Property
- California Closing Exchanges
- California Capital Gain Tax Calculator
The 1031 Exchange In California — Why It’s a Popular Option for Deferring Capital Gains
California has long been a prime location for building real-estate portfolios for savvy investors. And because of California’s popularity, 1031 exchange activity has skyrocketed. Here’s why investors in the Golden State often choose the 1031 exchange:
Booming Real Estate Market
It’s challenging to find a real estate market as dynamic and vibrant as California’s. From residential to commercial properties, cities like Los Angeles, San Francisco, and San Diego are experiencing rapid growth, making them highly attractive to real estate investors. Many investors are utilizing 1031 exchanges in California to enter or expand their portfolios in this bustling market while deferring capital gains taxes.
High Property Values
California’s real estate market is known for its high property values, which can lead to substantial capital gains when properties are sold. This makes the tax-deferral benefits of a 1031 exchange particularly valuable. By reinvesting the proceeds from a property sale into another investment property, investors can defer significant capital gains taxes and continue to grow their portfolios.
Real-Estate Investment Opportunities of All Types
If you are looking for diversity in the realm of real estate, California has options for any investor. Do you want scenic coastal vacation rentals? How about urban commercial spaces? California has it all. This diversity makes a 1031 exchange in California easier — it’s a market that piques the interest of any real estate investor.
Rising Rental Demand
California’s population continues to grow, with people relocating from across the country. This surge drives up rental demand, presenting lucrative opportunities for investors. Using a 1031 exchange in California, investors can transition into high-demand rental markets, capitalizing on the state’s robust rental demand.
Retirement and Relocation
The stunning vistas of the Marin Headlands and the majesty of the great Redwoods call many retirees and others looking to relocate to Northern California. The Bay Area and portions of the Central Valley are growing, increasing property values and providing incentives for real estate investors to jump into the market. That’s why all investors should look into 1031 exchanges in California to help them boost their portfolios.
Stephanie Kelsey
Los Angeles Division Manager
1031 Exchange Southern California Qualified Intermediary
525 North Brand Blvd, 9th Floor
Glendale, CA 91203
866.857.1031 | 310.508.7367 | F 916-574-2449
About Stephanie Kelsey – 1031 Exchange Expert
Stephanie Kelsey is the Southern California Division Manager with Asset Preservation, Inc. Stephanie has committed the last decade of her career in real estate to specialize in 1031 exchanges, DST and REIT’s in both the residential and commercial sectors. She has facilitated hundreds of §1031 exchange transactions. In addition, she is a speaker educating investors and real estate professionals on the 1031 exchange process. She is committed to quality customer care, as well as providing the most current information available with regard to IRC Section 1031 exchanges.
Stephanie has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions. Stephanie focuses on educating and servicing investors, attorneys, real estate brokers, agents, accountants, and financial advisors. Her exchange presentations are practical, thorough, and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies. Stephanie thrives most when working closely with clients. She provides exceptional quality service, and her business and personal relationships cast a wide net across multiple divisions and beyond.
About Avery Bibbs – 1031 Exchange Expert
Avery Bibbs serves as the Northern California Division Manager for Asset Preservation, Inc., where he leverages over a decade of high-level experience in the qualified intermediary industry. As a recognized expert in IRC §1031 tax-deferred exchanges, Avery has built a reputation for his deep technical knowledge and strategic approach to business development. He is dedicated to empowering investors and real estate professionals through comprehensive education, ensuring they possess the most current regulatory information to make confident, informed investment decisions.
Beyond his technical mastery of the tax code, Avery is known for his hands-on commitment to the broader real estate community. He acts as a vital resource for attorneys, brokers, agents, and financial advisors, delivering practical presentations that utilize real-life scenarios to demystify complex tax strategies. By focusing on exceptional service and relationship-building, Avery has cultivated a robust professional network that spans Northern California and beyond, grounded in his ability to translate theory into actionable results for his clients.
Avery Bibbs
Northern California Division Manager
1031 Exchange Northern California Qualified Intermediary
1420 Rocky Ridge Drive, Suite 270
Roseville, CA 95661
415-279-0255