Paulo Serna, San Francisco real estate agent Paulo SernaReal Estate Agent
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Investment property

Selling a rental or investment property.

Sell or keep holding, 1031 exchanges, rent control, and tenant-occupied sales. The tradeoffs laid out honestly, with the right professionals at the table.

First question: sell or keep holding?

Before we talk about listing a rental, we talk about whether selling beats holding. Cash flow, appreciation, your other goals, and the tax picture all matter. Start with sell or rent, and see small investor advisory for the hold-side analysis.

The tax stakes are real: 1031 and capital gains

Selling an investment property can trigger capital gains and depreciation recapture, and a 1031 exchange may let you defer that by rolling into another investment property under strict rules and timelines. This is genuinely specialized territory. I am not a tax advisor or attorney; I will flag the issues early and coordinate with your CPA and a qualified intermediary so nothing gets missed. See the cost of selling for the broader net picture.

Rent control and tenant-occupied sales

Selling a building with tenants in place, especially under San Francisco's rent control and tenant protections, changes your buyer pool, your timeline, and your options. The rules are specific and consequential, so we plan the approach carefully and involve the right legal counsel. The honest read is that this is property-specific and detail-driven.

Pricing an income property

Investment buyers underwrite on numbers, rents, expenses, and condition, more than on finish. We position the building to the audience that values it, with clean financials and a clear story. Pricing fundamentals are in how to price your home.

Want an honest read on your situation?

Tell me your goal and timeline and I will tell you the smart move, even if it is to wait. No pressure.

Or call (408) 834-9161  ·  paulo@levelupgroup.com