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1031 Exchange Services

The Qualified Intermediary for your exchange


Under Section 1031 of the Internal Revenue Code, owners of business or investment properties, through the use of a Qualified Intermediary, can sell one property and purchase a similar or "like-kind" property while deferring capital gains. Capital gain taxes on the sale of the relinquished property are deferred until the replacement property is sold at a future date.

Our 1031 exchange team has extensive experience acting as Qualified Intermediary and Qualified Trustee in transactions involving a wide range of real estate assets, including oil and gas, office, and retail. Our experienced team can work with you and your tax and legal advisors to develop a strategic plan to maximize the benefits of your 1031 exchange.

Qualified Intermediary

For each deferred exchange, we will establish a segregated account to hold the exchange funds. Depending on the taxpayer’s circumstances and how you plan to hold and invest the exchange funds, we can also insure the account up to any applicable FDIC limits.

Qualified Trustee

We can also serve as trustee of your Qualified Trust, which is an additional safe harbor under Section 1031. We can hold the taxpayer's funds in a Qualified Trust so that in the event of bankruptcy, the funds should not be reached by the creditors of the intermediary.