Every chance of success.

As with any tax-beneficial scheme, a 1031 exchange is subject to strict regulations and procedures.

A 1031 exchange must be like-kind and the sale proceeds must be held by a Qualified Intermediary (QI) until a replacement property is bought.

With no room for error during the 1031 exchange process, we’ll act as your QI to help you to save time and money. Working to reduce costs and minimize risks associated with improperly handled funds, we’ll invest your exchange funds, crediting any interest directly to your account.

A 1031 exchange is subject to the strict guidelines outlined in Section 1031 of the Internal Revenue Code. Any mistakes can be very costly and time-consuming to fix.

As your dedicated QI, you’ll take advantage of our extensive experience and reputation. From choosing the right 1031 exchange to handling your proceeds, we provide superior customer service and excellent resources to access the best tax advantages for your real estate investments.

Complying with Section 1031 to the letter, you can rely on us to operate as your long-term financial partner.