Qualified Intermediary Services

The use of a Qualified Intermediary, or Exchange Accommodator, is required, in most circumstances, to facilitate a 1031 tax-deferred exchange as stated in Treasury Regulation §1031.1031(k)-1(g)(4)(iii).

 

Above & Below 1031, LLC:

 

  => Coordinates with the taxpayer’s tax advisor and/or attorney and provides the necessary documents to ensure that the 1031 exchange is carried out in accordance with all rules and regulations.

  => Facilitates the sale of the relinquished property to the buyer, as well as the purchase of the replacement property from the seller.

  => Holds and protects exchange funds on behalf of the taxpayer to avoid receipt of sales proceeds that would otherwise be subject to capital gains tax.

  => Provides information and guidance to the taxpayer, and their other advisors, as needed, and ensures the adherence to the strict timelines required for a successful 1031 tax-deferred exchange.  

 

Extraordinary deals

deserve extraordinary care.

We assist in exchange transactions starting at $1 million that involve...

Commercial Real Estate 

Reverse Exchange fees*

The complete cost is assessed on a

case-by-case basis.

Contact us for a quote. 

Delayed & Simultaneous Exchange Fee*

Base fee starts at $950 and includes 1 relinquished and 1 replacement property.

Miscelanious fees*

Each additional property: $250

Rush fee: $250

Cancellation fee: $250

 

Affiliated Companies:

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*Prices and fees are subject to change at any time and without warning. Additional fees may apply. Please review our Exchange Agreement carefully for details.

This material is intended for informational purposes only and should not be considered legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.