In Part 1 of this two-part series, Tim Vi Tran explains how a 1031 Exchange can unlock tax deferral while strengthening cash flow and long-term returns. You will learn what qualifies as like-kind property, how the 45-day identification and 180-day completion windows work, and the three identification methods: 3 Property Rule, 200% Rule, and 95% Exception. We discuss when and why to trade up, diversify across asset classes or geographies, and how to coordinate with a qualified intermediary. We also outline risks that trip up investors, and preview Part 2 on “boot,” depreciation recapture, and estate and state tax considerations.

• 1031 Exchange rules and timelines, qualified intermediaries, basis step-up, identification methods.

• Related strategies referenced: cost segregation and bonus depreciation, estate planning coordination.

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• 1031 Exchanges defer capital gains taxes when proceeds are reinvested into like-kind commercial property of equal or greater value.

• Core benefits: tax deferral, portfolio growth, diversification, and estate planning advantages through potential basis step-up.

• Non-negotiables: 45-day identification, 180-day completion, and use of a qualified intermediary.

• Identification options: 3 Property Rule, 200% Rule, 95% Exception.

• Risks include deadline pressure, intermediary and transaction costs, underperforming replacements, and possible policy changes.

• Professional guidance is essential given the financial stakes.

Commercial real estate owners, exchangers, family offices, and advisors evaluating asset sales, portfolio upgrades, or geographic diversification.

Part 2 covers “boot,” depreciation recapture, estate tax and state variations, and a step-by-step execution checklist.

Considering a sale or portfolio repositioning with a 1031 Exchange as a lever? Contact The Ivy Group to map scenarios and timelines before you list.

General education only. Not tax, legal, or investment advice.

When you need to sell, buy, or lease, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs.

Copyright ©️ 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

From industrial condos in Pittsburg, CA to a multi-unit industrial investment property in Oakland, commercial real estate broker Tim Vi Tran, SIOR, CCIM, represented the same client in five transactions Over five years —three purchases and two sales.

What started with a simple tour in Newark grew into a trusted partnership that continues today. Proof that when you focus on people—not just properties—you build client loyalty, trust, and wealth that lasts.

In their latest deal, The Ivy Group secured a 20% price reduction and seller credit while solving financing hurdles. The Oakland property allows the client to both run an e-commerce business and earn cash flow from long-term tenants.

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

This Hayward sale was a masterclass in dual agency, managing expectations, and high-level teamwork. Through meticulous communication, role clarity, and problem-solving, the Ivy Group kept everyone informed and on board, bringing the buyer and sellers together across a complex landscape of legal, financial, and emotional considerations — proving once again that expertise, trust, integrity, teamwork, and patience are essential in commercial real estate.

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

– The Ivy Group helped their client (California Badminton Academy) successfully lease a commercial indoor recreational property by obtaining from the City of Fremont a Conditional Use Permit (“CUP”) in an industrial zone;

– The Ivy Group helped the client refine the business plan to address traffic and safety concerns, as well as parking requirements, among others;

– The Ivy Group’s CEO Tim Vi Tran, SIOR, CCIM met with then Mayor of Fremont to get his buy in on the project;

– Thy Ivy Group negotiated with the Landlord to relocate a large transformer from the floor space, and secured a 10-year lease with a 5-year renewal.

This project demonstrates that leasing a recreational property in a nontraditional industrial zone can be done—but it takes:

• Zoning expertise to identify viable properties before time is wasted on dead ends.
• Municipal navigation skills to secure approvals in unprecedented situations.
• Negotiation strength to win landlord concessions on costly improvements.
• Commitment to seeing a project through, even when the timeline stretches to a year or more.

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

California’s recent legislation, AB 2992, has made significant changes to the relationship between real estate brokers and “buyers” (including some tenants / lessees). It went into effect on January 1, 2025. AB 2992 includes the following changes:

1. Requires a written “buyer broker agreement” be signed before making an offer on real property (“buyer” includes a tenant / lessee).
2. Applies to all types of real property including commercial, residential, and land.
3. Applies to the sale of real property and to leases exceeding one year.
4. The “buyer broker agreement” can last no more than three months, with no automatic renewals, unless the “buyer” is a corporation, LLC, or partnership.
5. The “buyer broker agreement” must state: (a) the compensation to be paid to the broker, (b) the services to be provided, (c) when payment is due, and (d) when termination occurs.
6. Failure to comply with the requirements above renders the agreement void and may subject the broker to disciplinary action.

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

How did the Ivy Group’s CEO Tim Vi Tran help Kuka Robotics lease an industrial property close to Tesla?

• Seeking to truly understand the specifics of the client’s needs
• Helping the client connect with the City of Fremont to obtain its permits
• Leaving nothing on the table in lease negotiations
• Going the extra mile to help clients with vendor referrals and future expansion

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Kuka Robotics was a private company founded in 1996 with its US headquarters in Michigan. It was a subsidiary of a German parent company that has been around for 127 years, founded in 1828. The parent company was worth $ 4.4 billion in 2022. In 2015 Kuka hired the Ivy Group to find a commercial property to expand to Fremont.

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

Genuine respect and support for the nonprofit client's causes can go a long way. Creative solutions in structuring a donation portion into the transaction resulted in a win win for both the buyer and the seller. Consistently delivering results with leasing properties generates more and more deals. Learn from Tim Vi Tran, the top 1% CRE expert:

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When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.

Additionally, a dedicated community builder. In serving Tim's own community in Fremont, CA, unintentionally his own young children benefited from the community's great basketball programs offered by Hoopsphere years later.

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Stay tuned by subscribing to the Ivy Group's newsletter https://theivygroup.substack.com/

When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.