Your Trusted 1031 Exchange Qualified Intermediary
Navigating a 1031 exchange can feel overwhelming, but with the right partner, it doesn’t have to be. As a professional 1031 exchange qualified intermediary, we’re here to guide you every step of the way. Whether you’re new to real estate investing or a seasoned pro, we make the process smooth and stress-free.
What Is a 1031 Exchange Qualified Intermediary?
A qualified intermediary (QI) is a neutral third party who facilitates 1031 exchanges. The IRS requires a QI to ensure the transaction complies with tax laws. Think of us as the middleman who handles the paperwork, timelines, and escrow so you can focus on your investment goals.
Without a QI, your exchange won’t qualify for tax deferral. That’s why it’s essential to work with a reliable and experienced professional.
Why Do You Need a Qualified Intermediary?
Handling a 1031 exchange without a QI isn’t just risky—it’s impossible under IRS rules. Here’s why you need us:
1. Compliance with IRS Rules
The IRS has strict guidelines for 1031 exchanges. We ensure your exchange follows every rule, from timelines to documentation.
2. Managing Timelines
A 1031 exchange has two key deadlines:
- 45 days to identify replacement property.
- 180 days to close the transaction.
We keep you on track to avoid costly mistakes.
3. Holding Funds in Escrow
You can’t touch the proceeds from your sale during a 1031 exchange. We hold these funds in a segregated, secure escrow account, protecting your transaction from disqualification.
How We Make 1031 Exchanges Simple
We know every investor’s situation is unique. That’s why we tailor our services to your needs. Here’s how we simplify the process:
Step 1: Consultation
We'll start with a call to understand your goals. Whether you’re selling farmland, rental properties, or commercial buildings, we create a strategy that works for you.
Step 2: Coordinating the Sale
Once you sell your property, we step in. We prepare all necessary documents and secure the funds in escrow.
Step 3: Replacement Property Identification
You have 45 days to identify up to three potential replacement properties. Need help narrowing down your options? We provide tips to simplify this critical step.
Step 4: Closing the Exchange
We coordinate with your title company to close the replacement property transaction. This ensures the process is smooth and compliant.
Benefits of Working with an Experienced Qualified Intermediary
Save Time and Stress
Handling a 1031 exchange on your own can be a headache. We streamline the process so you can focus on your investments.
Avoid Costly Errors
Missing deadlines or mishandling funds could disqualify your exchange. With us, that’s never a concern.
Expert Guidance
We’ve facilitated countless exchanges for investors like you. You’ll benefit from our expertise at every step.
Common Questions About 1031 Exchanges
Can I Choose My QI After Selling My Property?
No. You must have a QI in place before closing your sale.
What Happens If I Miss the 45-Day Deadline?
Unfortunately, missing this deadline means your exchange won’t qualify for tax deferral.
How Much Does a Qualified Intermediary Cost?
We charge fixed fees based on what type of exchange you are doing - deferred, improvement, reverse, or simultaneous. You will know the price up front with no surprises. You are never charged until a property closes, and all fees appear on your closing statement.
Why Choose Us as Your Qualified Intermediary?
Proven Track Record
We’ve helped hundreds of investors successfully complete 1031 exchanges.
Personalized Service
We treat your exchange like it’s our own. Our team is always available to answer your questions.
Trusted by Real Estate Professionals
Top real estate agents, CPAs, and attorneys recommend us for our expertise and reliability.
Security of Funds
We handle your funds the right way. We are bonded & insured, and we use effective internal controls to make sure your funds are safe and secure.
Get Started Today
Ready to defer taxes and grow your real estate portfolio? Let us handle the details so you can focus on what matters most.
Call Us Now or Fill Out the Form Below
Contact us today at 888-508-1901 for your free consultation. We’ll answer your questions and help you take the next step toward a successful 1031 exchange.
By working with a professional qualified intermediary, you gain peace of mind and a trusted partner in your investment journey. Let’s make your 1031 exchange a success!