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 on Taxes
Reduce income tax, capital gains, and depreciation recapture through strategic planning.
Shift to Passive Cash Flow
Move from active management to steady, hassle-free income.
Plan for Generational Wealth
Structure your real estate to simplify estate transfers and preserve wealth for heirs.
Increase Your Returns
Sell underperforming properties to unlock higher income potential.
Diversify with Confidence
Exchange one property for multiple cash-flowing investments.
Consolidate Holdings
Combine several properties into one streamlined, high-performing asset.
Preserve Your Legacy
Safeguard wealth and protect assets for your future and your heirs.