INVESTMENT PROPERTY & 1031
A broader view.
A considered investment.
Real estate strategy that connects your property decisions with your longer-term goals.
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Sonoma County • Jennifer Jacobs
Investment property and 1031 exchanges
Jennifer Jacobs helps buyers and sellers evaluate rental, multifamily, and commercial properties in Sonoma County. She works with you to weigh the property against your ownership goals and coordinates the transaction with your professional advisors.
Invest with JenniferPlanning a 1031 exchange?
Sonoma County Expert
Define the ownership goals
Jennifer begins with the reason behind a purchase or sale. That might mean changing an investment portfolio, simplifying ownership, acquiring a different property, or planning around a preferred timeline. Those priorities shape the search, pricing discussion, and transaction strategy.
Evaluate the property
For a purchase, Jennifer reviews location, condition, occupancy, and comparable sales. She helps compare current rents with market rents and models cash flow using expected vacancy, operating expenses, repairs, and loan payments. For a sale, she uses that same information to price the property and explain its potential to buyers.
Review the practical details
Available leases, operating records, seller disclosures, inspection findings, and proposed improvements can affect a decision. Jennifer helps track requested documents and follow-up questions. If a rental needs work, she helps compare contractor bids, the renovation schedule, and a property manager’s estimate of when it can be leased.
Plan a 1031 exchange with your advisors
A qualifying 1031 exchange can defer gain when you exchange real property held for investment or business use for like-kind real property. Before selling, discuss eligibility and the exchange structure with your CPA and qualified intermediary. Jennifer can begin the replacement-property search while you prepare the sale.
Timing matters. In a typical deferred exchange, you generally have 45 days after transferring the original property to identify replacement property in writing. You must receive it by the earlier of the 180th day after the transfer or your tax return due date for that year, including extensions.
Jennifer helps compare replacement properties, negotiate terms, and track dates with your lender, escrow team, and qualified intermediary. Your tax and legal advisors handle eligibility, tax consequences, and exchange documents. If a retirement account owns the property, Jennifer also coordinates with the account custodian.
IRS guidance on exchange deadlines ↗Move from decision to closing
Once the direction is clear, Jennifer helps structure offers, negotiate terms, coordinate due diligence, and monitor transaction milestones. If you already own the property, she can help you compare holding, selling, or seeking a replacement. Your lender can evaluate refinancing alongside those options.
After closing, compare actual rents, expenses, and repairs with your projections. That record gives you a starting point when you consider your next acquisition or sale.
Discuss your investment plans with JenniferWhat clients say
“Our company has bought and sold many properties in Sonoma County and will NEVER use any agent except Jennifer. Most important to our group is her attentiveness to answering all questions, consistently returning all calls or responding within reasonable time frames, and keeping us informed in all aspects of our purchases and sales. Ultimately our business does come down to the bottom line and Jennifer has made it much easier to turn a profit. Her marketing and negotiation skills are unsurpassed. Her grasp on the market, where to buy, how much to list for and the work needed on the properties is vast. Jennifer quarterbacked multiple parties through this extremely difficult and complicated transaction involving managers, 10 separate tenants, top notch photographers, home staging, inspections, escrow officers and even guided the buyer’s agent through the process. All this preformed so smoothly and with ease so that we hardly noticed as she overcame obstacles. The experience with Jennifer has shown that she is the most professional, timely, knowledgeable, trustworthy, dedicated and hard-working realtor in the county. Can you tell that we think that she is the best?”
Investment Group · Sonoma County