Detailed Explanation
1031 Exchange Solutions
Simplified Real Estate Exchanges
Explore a comprehensive suite of 1031 exchange solutions, supported by Exchange Manager ProSM and facilitated by {white label QI entity}, a trusted Qualified Intermediary. End-to-end services provide seamless transaction management, empowering efficient and effective navigation of real estate exchanges.
Efficient Exchange Management
With an efficient and transparent transaction process, navigating your real estate exchanges seamlessly is ensured with confidence.
In-House Coordination
Coordination of the 1031 exchange is facilitated through our 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.
Frequently Asked Questions (FAQs)
Do you have any questions about the services or need personalized assistance with your 1031 exchange?
A 1031 Exchange is a tax deferral tool that allows the seller of qualifying real property to defer taxes on their transaction including Capital Gains, Depreciation Recapture, and Net Investment Income Tax so long as the proceeds from the sale are used to acquire other qualifying, real property. Multiple requirements must be adhered to for a valid 1031 Exchange.
A Qualified Intermediary ensures compliance with IRC 1031 for a valid 1031 Exchange. This includes the following:
- Acquires relinquished property from the Exchanger and transfers it to the Buyer
- Ensures Exchanger is not in actual or constructive receipt of any of the funds from the sale of the relinquished property
- Acquires replacement property from the Seller and transfers it to the Exchanger
- Structures the exchange per IRC 1031
- Prepares all related documentation
- Monitors and instructs the Exchanger of action to ensure maintained compliance throughout the exchange
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