Sale status
Understand whether the sale has closed, whether a qualified intermediary is involved, and what deadlines apply.
Real estate gains can be deadline-sensitive. Start with the right conversation.
Explore advisor matches for 1031 exchange timing, DST education, replacement property constraints, and tax-aware real estate reinvestment.
Start with the decision. Then compare advisor fit.
Capivise asks what is happening, what is time-sensitive, who is already involved, and what kind of professional help may be useful. One answer leads to the next.
Replacement options
Compare direct property, DST education, backup planning, and liquidity needs.
Advisor fit
Look for real estate exit experience and coordination with tax professionals.
What changes after a sale
- Identification windows
- Replacement strategy
- Income needs
- Passive ownership considerations
Specialist conversation areas
- Qualified intermediary coordination
- DST suitability questions
- Backup planning
- Tax and estate context
Ready to answer the first question?
The match flow starts with the situation that brought you here, then narrows based on timing, amount, existing team, and consent.