1031 Exchange Qualified Intermediary
Big-firm resources
Small-firm agility & attention
~References from past clients, escrow officers, and realtors are available upon request.
Completing a 1031 Exchange is a great way to defer paying capital gains tax and depreciation recapture while maximizing your Above ground real estate and Below ground oil, gas, and mineral rights investment returns.
Above & Below 1031 Facilitates 1031 Exchanges
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).
The role of a Qualified Intermediary is to:
Provide Exchange Documents and Advise on 1031 Rules
We provide the necessary documents to ensure that the 1031 exchange is carried out in accordance with all Rules and Regulations.
Work with the Exchanger's Closing Officers
We work with the Exchanger's title company or attorney's office during the closings so that the exchange is documented property and the exchanger's funds are wired correctly.
Hold and Protect the Exchanger's Funds
We hold the Exchanger's funds in a segregated escrow account for their benefit and send them to the closing officer when it's time to buy their replacement property.
Learn more about the 1031 Exchange Process.
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