Overview
Our 1031 exchange services help real estate investors defer capital gains taxes when selling investment properties. As qualified intermediaries, we guide you through every step of the exchange process, ensuring full IRS compliance while maximizing your investment potential. From simple delayed exchanges to complex reverse exchanges, we have the expertise to handle your transaction.
Key Benefits
- IRS-compliant qualified intermediary services
- Defer capital gains taxes legally
- Expert guidance on exchange timelines
- Support for delayed and reverse exchanges
- Coordination with your tax advisor
- Secure funds handling throughout the exchange
Our Process
Strategic Planning & Setup
Consult with our qualified intermediary team to properly structure your exchange, prepare documentation, and establish exchange accounts before your sale.
Relinquished Property Closing
Execute the sale of your current property with all exchange documentation in place, transferring proceeds to our secure exchange account.
Property Identification Phase
Work with our team to identify qualified replacement properties within IRS guidelines, ensuring proper documentation of your selections.
Replacement Property Acquisition
Complete the purchase of your chosen replacement property using exchange funds, with our team coordinating all parties and documentation.
Exchange Completion & Documentation
Finalize all required documentation, ensure IRS compliance, and confirm successful completion of your tax-deferred exchange.