Industry Leading Security.
Major National Banks
We only bank with major US banks (e.g. Citi, HSBC, Barclays, Chase, Wells Fargo, US Bank, and Capital One). Many Qualified Intermediaries are subsidiaries of regional banks, which are subject to bank failures. By using only Major National Banks, we mitigate your risk to give you the confidence that your funds are safe throughout the entire exchange process.
Qualified Escrow Accounts
Every exchanger’s funds are distributed into a segregated bank account called a Qualified Escrow Account or “QEA.” Each client must provide written disbursement instructions to the bank to remove funds from the QEA. We can not remove your funds without your approval. And you can call the bank at anytime to verify the status of your funds on deposit.
Compliance with State Law
We comply with State Law in every state in which we do business, including meeting state insurance requirements. In many states, Qualified Intermediaries are not regulated. States like California and Washington impose strict requirements on Qualified Intermediaries. Other states, like Texas, have no regulations!
Build and Preserve Wealth with a 1031 Exchange
Top Reasons to Exchange
Save Taxes (Income Tax, Capital Gains, Depreciation Recapture)
Transition from Active Management to Passive Cash Flow
Estate Planning: Structure your real estate to allow for effective tranfser of wealth to your heirs.
Increase Your Income by Selling Underperforming Properties
Diversify Your Holdings by Selling One Property an Buying Multiple Properites
Consolidate multiple properites into one property.
Preserve your Wealth and Assets for You and Your Heirs