Client Spotlight: Real Experiences From the 1031 Exchange Investors We Serve

Hi Christina, Thank you very much for your expertise and assistance with our exchange. We are grateful for all your guidance and recommendations.
– Investors in Newport Beach, CA

Rob Babcock and his team provided curated and custom advice at a critical juncture when I had funds that needed a safe landing. I cross shopped many companies and Corcapa stood out among them all. No pressure or manipulation, just candor and transparency. I landed on three DSTs that are performing well and were not available from other advisory groups. My experience was premium and is recommended. Give them a call, chance or look. Im 100% happy.
- Client in Gardena, CA

I cannot recommend Corcapa or Rob Babcock highly enough. I was very much a beginner when my parents asked for my help in looking into 1031 exchanges. I had read some online posts and tried to educate myself with other resources but didn't truly understand all the rules and opportunities until I started working with Rob. He ALWAYS answered all of my questions in a humble and clear manner. He was the best kind of expert...he provided expertise openly, consistently and at any time of the day or week. When something was out of his scope, for example particular CA state tax implications for my parents, he quickly identified another expert and connected me to someone who handily answered my questions. All of my discussions with Rob made me comfortable in the major undertaking of setting up $1 million of my parents' assets in a Delaware Statutory Trust. I cannot overstate how confident I felt with Rob in my corner. When I began working with Rob, I let him know that I usually prefer working with women because of my intolerance for "mansplaining". I love that he made it clear he knew exactly what I was talking about and he never fell into this behavior with me. On another note, Rob never pressured me and always made me feel like I had plenty of time to complete the 1031 exchange. Once my parents' property was sold, the DSTs were completed in less than two weeks. I couldn't have worked with a better professional for my 1031/DST needs.
– Investor in Hemet/Beaumont, CA

Thank you Christina! You’ve been a tremendous partner throughout this process and we are very grateful to have you on our team.
- Investor’s Advisor in Irvine, California

Rob was great to work with! He was professional, knowledgeable, and provided excellent customer service. He walked us through the entire 1031 exchange process and the purchase of our DSTs. There were no hiccups and we closed everything as expected. We will be using Rob on our next 1031 exchange.
- Client in Monterey Park, CA

Thank you for all your help with this Christina. You are a true professional and really guided us through all this. We are certain we will be talking again in the future.
– Investor in Granite Bay, CA

Thank you for all your help, Christina.  It's been a pleasure working with you. Feel like things are transitioning nicely to the three DSTs. It def feels good not having to think about the rental! Thank you, again.
- Investor in Mechanicsville, Virginia

I've held multiple investment properties (condos and single family homes) over the past 25+ years and have necessarily dealt with the inevitable landlord headaches with both the homes and tenants. I was already familiar with the 1031 Exchange process from previous experience. I was introduced to Corcapa 1031 Advisors several years ago but never got around to trying out the process of selling an investment property and rolling the proceeds over into Delaware Statutory Trusts. Finally pulled the trigger this year and tried it with 1 property. Working with Christina and her team at Corcapa was a positive experience from start to finish. Christina kept me informed of current and upcoming DST and TIC opportunities, spent a lot of time getting to know me and my goals and pointed me towards opportunities that were a good fit for me, all while keeping track of the ticking deadline clock. Christina's constant and proactive communications and assistance in coordinating with the Qualified Intermediary I was using for the exchange kept things on track and on schedule with a minimum of stress. The results and experience with the initial exchange into DSTs was so positive that I immediately did it all over again with another investment property. Looking back on the outstanding job Corcapa did in delivering their services and the positive result of passive income with zero management headaches makes me sorry that I didn't do this many years ago! I highly recommend Christina and her team at Corcapa 1031 Advisors without reservation.
- Client in Woodside, California