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Qualified Intermediary

1031 Intermediaries

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Accruit LLC
deferred.com
Verified

Denver, CO

Accruit LLC, headquartered in Colorado, is a subsidiary of Inspira Financial and has been providing 1031 exchange Qualified Intermediary services for over 23 years. As a national leader in this field, Accruit specializes in facilitating all types of 1031 exchanges, ranging from straightforward to highly complex transactions. They focus on using these tax deferral strategies to help clients preserve wealth, build investments, and secure financial well-being. Accruit is known for its modern technology systems, comprehensive solutions, and a team of highly credentialed experts, ensuring high standards in service delivery. Additionally, Accruit is a member of the Federation of Exchange Accommodators.
Asset Preservation, Inc.
deferred.com
Verified

Roseville, CA

Asset Preservation, Inc. (API), headquartered in California, is a leading national 1031 exchange company that serves as a qualified intermediary. API focuses on helping clients build wealth by using 1031 exchanges to defer capital gain taxes on investment properties, as outlined in IRC Section 1031. The company emphasizes providing unmatched service and the highest level of security in the 1031 exchange industry. API's team, including professional exchange counselors, attorneys, and accountants, collaborates to ensure smooth transactions without surprises, supported by stringent financial controls and robust security systems. They aim to be the premier IRC Section 1031 qualified intermediary nationally by delivering excellent service and secure, value-added solutions. API is a member of the Federation of Exchange Accommodators.
CDEC 1031 Exchange
deferred.com
Verified

New York, NY

Founded in 1989, Chicago Deferred Exchange Company ("CDEC") is one of the oldest and most experienced Qualified Intermediaries in the country and is part of Wintrust Financial. CDEC has commented before the IRS National Office on important industry issues and is a nationally recognized authority on Section 1031 Like-Kind Exchanges. CDEC applied for, and received, several Private Letter Rulings from the Internal Revenue Service, as well as rulings from the City of New York Department of Finance, the State of New Jersey and the District of Columbia. A separate Qualified Trust Account is created for every client on every transaction. Funds held in trust, for the benefit of our clients, are segregated from creditors' claims by operation of law.
Plenti 1031 Exchange
deferred.com
Verified

Carlsbad, CA

Just a few clicks away from easy, simple, answers and tax savings...the only investor friendly 1031 firm with technology to safeguard and streamline your exchange.
1031 AES, LLC
deferred.com
Verified

Woodbury, NY

1031 AES, LLC, headquartered in New York, is a full-service Qualified Intermediary that specializes in handling various types of tax-deferred 1031 Exchange transactions across the nation. They are recognized as a leader in the 1031 Exchange industry and are a member of the Federation of Exchange Accommodators.
1031 Accommodators, LLC
deferred.com
Verified

Danville, PA

1031 Accommodators, LLC, based in Pennsylvania, was established in 1993 and is one of the pioneering intermediary exchange companies in the Northeast. The company focuses on staying current with Section 1031 of the Internal Revenue Code by participating in conferences and training sessions organized by the Federation of Exchange Accommodators (FEA), the largest national trade organization for professional tax-deferred exchange accommodators. They emphasize strict compliance with IRC 1031 regulations in their documentation and procedures, aiming to facilitate wealth building and profit preservation for property owners through tax-deferred exchanges.
1031 Exchange Corporation
deferred.com
Verified

Austin, TX

Yes, 1031 Exchange Corporation is a member of the Federation of Exchange Accommodators (FEA), which is the only national organization for the exchange industry, formed to promote ethical standards of conduct and innovations in exchange practices.
1031 Front Range Facilitators, Inc.
deferred.com
Verified

Longmont, CO

1031 Front Range Facilitators, Inc., based in Colorado, offers over 45 years of combined experience in the exchange and accounting industries. They provide innovative tax services and strategies, specializing in helping individuals, trusts, partnerships, and corporations both locally and nationwide with 1031 exchanges. This involves rolling profits from real estate sales into new purchases while deferring taxes. They are a member of the Federation of Exchange Accommodators.
1031 Pros, LLC
deferred.com
Verified

South Jordan, UT

1031 Pros, LLC, based in Utah, specializes exclusively in 1031 exchanges, offering services for standard, delayed, reverse, and improvement exchanges. They emphasize a fast service, promising same-day setup if necessary and responding to all messages within the same business day. The company prides itself on reliability, with a team experienced in handling over 18,000 exchanges. They ensure transparency as a fully bonded and insured member of the Federation of Exchange Accommodators. For security, they use unique, individual accounts for each transaction with dual signature requirements, ensuring funds are moved only under client direction.
1031 QualEx LLC
deferred.com
Verified

Fayetteville, AR

1031 QualEx LLC, headquartered in Arkansas, is a qualified intermediary company specializing in 1031 tax-deferred exchanges. The company boasts a small but growing team of specialists with expertise in various fields including law, finance, business, banking, investments, and real estate. The founder, Wade A. Wright, is a University of Arkansas School of Law graduate and has extensive experience in real estate transactions and strategic exchange services. He founded the company after selling his previous business, Ozark Title & Escrow, in 2015. Wade is still practicing in areas related to title and real estate and is a member of the Arkansas Bar. Additionally, the company is a member of the Federation of Exchange Accommodators.
1031 Services, Inc.
deferred.com
Verified

Seattle, WA

1031 Services, Inc., headquartered in Washington, has been providing qualified intermediary services for real property transactions under Section 1031 of the Internal Revenue Code across all US states since its founding in 1989 by Jeremiah M. Long. The company handles various types of exchanges including forward, reverse, multi-asset, and construction exchanges. Co-founder Mary Foster, along with Jerry Long, authored the leading treatise on tax-free exchanges, "Tax-Free Exchanges Under §1031," published by Thomson Reuters/West Publishing. Mary Foster continues to update this nearly 800-page book annually.The company is known for its high levels of expertise, professionalism, and customer service. Since 1996, it has co-sponsored a national seminar on advanced issues in like-kind exchanges, which has evolved into a three-day comprehensive conference with Mary Foster as a co-chair since 2004. She has also been a significant figure in the Federation of Exchange Accommodators (FEA), serving as its Past President and former Board Member, and remains active in legislative and administrative efforts related to IRC §1031.1031 Services, Inc. has a broad client base ranging from publicly held companies to individuals, and has facilitated exchanges involving various types of real properties and, prior to January 1, 2018, personal properties like artwork and equipment. The company's growth is attributed to referrals from professional advisors such as CPAs and attorneys, underscoring its reputation in handling both basic and complex exchanges.
Allied 1031 Exchange - Division of AFTS
deferred.com
Verified

Reno, NV

Allied 1031 Exchange, a division of AFTS, is based in Nevada and specializes in facilitating 1031 tax-deferred exchanges of real property. The company emphasizes providing excellent service, leveraging extensive experience and knowledge to ensure correct execution of exchanges. They offer competitive pricing and prioritize the security of customer funds, being fully bonded and insured. The company president, Geneva Martinkus, brings over 20 years of real estate service experience, including managing a 1031 Exchange department at a regional title company. She is available to answer any questions regarding 1031 exchanges. Allied 1031 Exchange is a member of the Federation of Exchange Accommodators.
Bill Jay Corporation
deferred.com
Verified

San Diego, CA

Bill Jay Corporation, operating under the name Allison-McCloskey Escrow Company, is headquartered in California and has been a trusted provider of escrow services since 1946. The company specializes in coordinating all aspects of the escrow process, ensuring detail-oriented and timely assistance. It is led by Bill McCloskey, who has been the president for 43 years, following his father's tenure. The company prides itself on employing skilled and personable escrow agents who focus on personalized customer relations. Allison-McCloskey Escrow Company is BBB accredited and certified to assist with §1031 Tax Deferred Exchanges. They emphasize their commitment to unbiased and comprehensive support for all parties involved in an escrow.
Commercial Exchange, Inc.
deferred.com
Verified

Beverly Hills, CA

Commercial Exchange, Inc., headquartered in California, is led by owner and CEO Hami M. Gabayan, who is recognized as a top escrow officer in Los Angeles. The company specializes in handling escrows for various types of properties including commercial, apartment buildings, residential income buildings, and residential properties. They also have experience in managing 1031 tax deferred exchanges and reverse exchanges. The company emphasizes superior customer service as a fundamental principle for success. Commercial Exchange, Inc. is a member of the Federation of Exchange Accommodators.
DJF Exchange, Inc.
deferred.com
Verified

Davenport, IA

DJF Exchange, Inc., headquartered in Iowa, was founded in 2001 by David J. Franks, who serves as the President and general counsel. David J. Franks is a licensed attorney in Iowa and Illinois, specializing in real estate, estate planning, and business. He has over 30 years of legal experience and a background in Agricultural Economics and Financing. The company focuses on performing various types of 1031 exchanges, including simultaneous, deferred, reverse, and construction exchanges, with a special emphasis on farmland.Andrew G. Thompson, the Vice President and exchange officer, joined the company in 2016. He is an active member of the Federation of Exchange Accommodators and has experience in handling all types of 1031 exchanges. Andrew has a BS in Biology and a MS in Business Analytics, providing him with a unique perspective in assisting clients.Both leaders are well-versed in 1031 exchange regulations and offer comprehensive guidance throughout the exchange process.
Destin Title Exchange Company
deferred.com
Verified

Destin, FL

Destin Title Exchange Company, headquartered in Florida, operates under the name McNeese Title. The company boasts over 20 years of experience on the Emerald Coast and a staff collective expertise exceeding 300 years in various fields including real estate closing, real estate law, course instruction, 1031 exchanges, and both residential and commercial real estate transactions. They claim proficiency in handling nearly any type of closing transaction. Additionally, they are a member of the Federation of Exchange Accommodators.
Equity Advantage, Incorporated
deferred.com
Verified

Portland, OR

Equity Advantage, Incorporated, founded in 1991 by David and Tom Moore, is a 1031 Exchange firm based in Oregon. The founders, who were commercial real estate investors, started the company after identifying a lack of adequate 1031 facilitation resources in the Pacific Northwest. Equity Advantage differentiates itself by offering in-depth consultations with clients before each transaction to tailor solutions to unique property transactions, rather than just handling paperwork and funds. The company emphasizes a work culture based on knowledge, competence, integrity, and passion, aiming to exceed client expectations. The team, led by David and Thomas Moore, focuses on consulting with clients to maximize the potential of each 1031 Exchange and protect investment equity. Equity Advantage also engages in community support through sponsorships of various local organizations.
Exchange Accommodators Inc.
deferred.com
Verified

Charlotte, NC

Exchange Accommodators Inc. is headquartered in Charlotte, North Carolina, and serves clients across all 50 states. The company is operated by a team of Qualified Intermediaries, with the two principal members sharing a combined 35 years of experience in the field. It was established by three founders who have similar goals and complementary backgrounds. Exchange Accommodators Inc. is a member of the Federation of Exchange Accommodators.
Exchange Resources, Inc.
deferred.com
Verified

San Diego, CA

Exchange Resources, Inc., headquartered in California, was founded in October 1999 by Paul Spring, a former president of a title insurance firm’s subsidiary trust company. The company was established with the aim of providing superior service and security as an independent 1031 Exchange company. Exchange Resources, Inc. focuses on educating both professionals and investor-owners about 1031 Exchanges and assisting them in implementing these exchanges as part of their financial strategies. The company is an active member of the Federation of Exchange Accommodators (FEA) and participates in teaching at FEA's nationwide meetings and seminars. Many of their staff hold the Certified Exchange Specialist (CES) designation, which demands ongoing education and testing, making them sought-after speakers across the U.S. in various professional circles.
Exchange Solutions, Inc.
deferred.com
Verified

East Meadow, NY

Yes, Exchange Solutions, Inc. is a member of the Federation of Exchange Accommodators.