For the last 30 years, Berkeley principals have represented a variety of 1031 and 1033 exchange assignments for both private and public entities.

  • Our role can include:

  • Helping the investor compare, contrast, analyze and select credit-worthy quality income properties.
  • Offering advice and 1031/1033 strategy as it relates to the tax exchange code, timing and required process.
  • Qualifying sellers and their particular situation to ensure deliverability.
  • Arranging and negotiating offers for the client’s top choice and helping secure the related formal contract.
  • Emphasis on safety and capital preservation: we explore potential risks with clients, and generally advise low leverage when possible.
  • Supporting investors and their attorneys during the investigation period / due diligence.
Please refer to Berkeley's transaction history, which includes a large portion of satisfied tax exchanges.