We Can Help On All 1031 Exchanges Including Reverse & Improvement Exchanges
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If you are looking to do a 1031 Exchange, our 1031 qualified intermediary specialists are available to answer your questions.
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Read MoreThe 1031 process with 1031 National Services was a great experience! They handled all the details from start to finish.
We have used 1031 National Services for several years and have successfully completed multiple 1031 exchanges with them. The experience has been very good and the communication has been excellent. They have always explained the process and answered any questions we had. I would highly recommend them and plan on using them again in the future for any 1031 exchanges.
1031 National Services has helped accommodate our business needs. I would recommend their services to anyone needing to transfer like kind investments.
I have used 1031 National Services for my 1031 exchange’s five times. They are professional, prompt and courteous. I have always been confident they were doing the right thing to keep me on the safe side with the IRS. I like that they secure each exchange funds separately from other exchanges to keep my funds separate and safe. Jennifer is excellent to work with in every aspect of a 1031.
As an attorney-owned Qualified Intermediary company in this business for nearly 30 years, choosing our specialists is an easy decision. We have assisted 1031 taxpayers across the U.S. and safely escrowed millions of taxpayer equity dollars since 1994.
Why should you work with a 1031 exchange expert? If you are considering a transaction that qualifies for like-kind exchange treatment, there are several ways an expert at 1031 National Services can help. The services we offer to our clients include:
Transaction Planning and Guidance
We help our clients plan their transactions from start to finish and provide them with guidance every step of the way.
Transaction Structuring
We help our clients carefully structure their transactions to ensure that they qualify for like-kind exchange treatment under Section 1031 of the Code.
Transaction Execution
We oversee the execution of our clients’ transactions to ensure that mistakes and oversights do not lead to the loss of like-kind exchange treatment.
1031 Qualified Intermediary Services
We provide 1031 qualified intermediary services in-house so that our clients have full confidence and receive full transparency.
Through these services (among others), we help our clients achieve outcomes including:
Deferral of capital gains
Increased purchasing power
Improved cash flow
Portfolio expansion, diversification, or consolidation
Switching property types
Protecting your wealth for future generations
There are several types of 1031 exchanges. If you are considering an exchange, it is important to consider all of your options, and then choose the option that is best suited to your specific needs. At 1031 National Services, we provide qualified intermediary services for exchanges including:
A “straight” 1031 exchange involves selling one property (the “relinquished property”) and using the proceeds of the sale to purchase another property (the “replacement property”) in what is essentially a simultaneous transaction. When conducting a straight 1031 exchange, property owners can reinvest all of the proceeds of the relinquished property into a replacement property of higher value to defer capital gains tax.
A reverse 1031 exchange involves acquiring a replacement property before selling a relinquished property. Working with a qualified intermediary is essential in this scenario as well. Conducting a reverse 1031 exchange can be desirable for a variety of reasons, including ensuring you lock in a desirable piece of real estate, planning ahead for an anticipated increase in market prices, or an increase in interest rates.
An improvement exchange is a specific type of 1031 exchange that involves using a portion of the proceeds from the sale of a relinquished property to improve a replacement property. While excess proceeds are normally classified as taxable “boot,” conducting an improvement exchange with the help of a 1031 qualified intermediary avoids this tax by allowing owners to invest more in their new properties.