Private Client Exchange Services
Exchanges
Years 1031 Experience
Billion Dollars Exchanged
About
As a Qualified Intermediary, we guide clients through complex 1031 exchanges with clarity and confidence. Our team of seasoned professionals and legal experts have facilitated billions of dollars in successful transactions, bringing unmatched knowledge and reliability to every exchange. Our focus is simple: helping you structure and complete even the most challenging deals—seamlessly.
Services
Your funds are held at Major National Banks and in secure Qualified Escrow Accounts
Our goal is to provide you with the highest level of security. Your funds will be held in a Qualified Escrow Account, subject to a contract with a Major National Bank as to how they can disburse your funds, and your written approval must be submitted directly to the bank to remove funds (a process known as “dual signature escrow accounts”).
What is a Qualified Intermediary (QI)
A Qualified Intermediary (QI) is a neutral third party that manages the funds in a 1031 exchange to ensure the investor never takes direct possession of the sale proceeds. The QI holds the money, prepares the required documents, and facilitates the purchase of the replacement property, keeping the exchange IRS-compliant and tax-deferred.
What is a 1031 Exchange
A 1031 exchange is a tax-deferral strategy that allows real estate investors to sell one investment property and reinvest the proceeds into another “like-kind” property without paying capital gains taxes at the time of the sale. By adhering to IRS rules and timelines, investors can keep more of their money working for them and strategically build long-term wealth.
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