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We Are

Certified Exchange Specialists

Who Provide 1031 Exchanges

To Real Estate Investors

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We Empower Investors And Protect Wealth

With a reputation for managing the financial needs of exceptional people, Granite's unique approach to wealth management centers on objective and pertinent advice, driven by intelligent and trusted relationships.

We are expert at navigating the complexities of today’s financial world, we ensure your wealth works for you.

1031 Exchange

Strategies

What Is A 1031 Exchange? 

​As a property owner or business owner, the 1031 Exchange is a powerful investment tool. Property that is sold or transferred for gain can be subject to taxation.

Those taxes can add up quickly depending on the type of property, how long it was owned, state taxes, capital gains, depreciation, and the owner’s tax bracket.

As a property seller, you may be liable for taxes up to 40% 

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1031 Exchange

Blog & News

Granite is a renowned authority in the dynamics of 1031 Exchanges. Check out our blog with our in-house specialists and experts. 

Granite's blog examines the trends of today and the innovations that could shape tomorrow.

STRATEGIC PARTNERSHIPS

We are proud to have long-standing relationships with the intermediary community and have a designated team supporting relationships with escrow officers, lawyers, accountants, tax advisors, investment consultants and corporate finance professionals.

Placer Title
Home Smart
Colliers
Fidelity National
Douglas Elliman
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Sothebys International Realty
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What We Do

With over one billion in assets in control, your security comes first. With the use of fidelity bonding, E&O insurance, segregated escrow accounts, and Two-Factor Authentication we ensure your safety and protection.

Your trust is our top priority.

SECURITY

EXPERTS

WEALTH

From planning for retirement or protecting and preserving wealth, Granite offers objective advice and solutions. Working seamlessly with escrow officers and teams of specialists ensures suitable recommendations for every aspect of your wealth.

MANAGEMENT

REITs, TICs, and DSTs are all different ways that you can invest. We understand that wealth means more than money. Helping our clients navigate the complexities of passing on wealth, and make succession a success is our goal. 

Each of our Certified Exchange Experts is accredited beyond industry standards. With 20 years of experience as a 1031 Exchange Accommodator Granite has affected over 20,000 Exchanges and saved its clients hundreds of millions of dollars in taxes. 

We are the nations most elite, full service

1031 Exchange Intermediary.

We settle for nothing less than the ideal solution for your wealth. With Granite on your side, you are

ready for what's next.

Locations

5925 Granite Lake Dr.

Granite Bay, CA 95467

219 Seacliff Plaza

Aptos, CA 95001

12100 Wilshire Blvd

Santa Monica, CA 90291

55 Broadway 

New York, NY 10006

801 S Olive Ave,

West Palm Beach, FL 33401

118 Kupuohi St,

Lahaina, HI 96761

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Contact Us