Managed Service
Simplify Your 1031 Exchange Process
Streamline Your Business with Managed Service
The Managed Service offering allows maintaining client relationships while handling back-office work as the Qualified Intermediary (QI). Acting as a white-labeled partner, all communication and exchange documents are managed, ensuring a seamless and personalized experience for clients.
Streamline Your Business with Managed Service
The Managed Service offering allows you to maintain client relationships while we handle back-office work as your Qualified Intermediary (QI). Acting as a white-labeled partner, we manage all communication and exchange documents, ensuring a seamless and personalized experience for your clients.
In-House Coordination
Coordination of the 1031 exchange is facilitated through their team, reducing friction and increasing efficiencies.
Software Workflow
Patented 1031 software, Exchange Manager ProSM, keeps clients and advisors informed of transaction timelines, funds available, and other pertinent information throughout the 1031 exchange.
1031 Exchange Expertise
{white label QI entity} provides access to Subject Matter Expert Attorneys and Certified Exchange Specialists® (CES®).
Security of Funds
Have confidence in the security of your exchange funds with coverage including: $50 million Fidelity Bond, $25 million Errors & Omissions, and $15 million Cyber Liability.
1031 Exchange BiFold
Home Section 1031 of the Internal Revenue Code provides a valuable tax-saving opportunity for owners of qualified real estate assets in the United States. Under this provision, property owners can
1031 Exchange FAQs
Home A Qualified Intermediary, often abbreviated as QI, plays a crucial role in facilitating 1031 exchange transactions. This individual or entity acts as an impartial third party, independent of the
Understanding 1031 Exchanges
Home A 1031 exchange, also known as a like-kind exchange (LKE), is a powerful tax-deferral strategy in the United States that enables investors to defer paying capital gains taxes, depreciation