COVID 19 Update:

We hope that you and your family are staying safe during these uncertain times. We remain committed to protecting the safety and well-being of our employees as well as minimizing any impact for our clients.  To that end, the Strategic Group is continuing normal business hours remotely.

If you need any assistance or have questions, please contact us at 888-800-1031 or email

1031 Exchange Intermediary

We help consults and serve as a qualified intermediary for a 1031 tax-free exchanges, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures.

Get Started Now!

Follow the below hyperlink to complete our secure intake form and take the first step in your 1031 exchange today!


Our Capabilities

A qualified intermediary specialist in 1031 exchange proceeds, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures. 1031 exchanges are where the sale of the like-kind property is exchanged without immediate tax liability to the property owner. 1031 Exchanges are most commonly used for real estate transactions but can include other depreciable assets.

  • Forward transactions
  • Complex transaction experts
  • An industry leader in security and transparency
  • Forward Exchanges
    • Old or relinquished property is sold and closed before the replacement, or new property is purchased and closed
    • Most common form of exchanges

Building with lights turned on

Complex Exchanges

The Strategic Group specialize in complex exchanges. These types of exchanges require a high degree of expertise and experience. Some typical structures include:

Reverse Exchanges

Two types of reverse exchanges

  • Reverse Exchange First, Reverse Exchange Last
  • The transaction must be completed within 180 days

Construction Exchanges

  • Once construction has been completed, the property is transferred to the taxpayer as the replacement property
  • Taxpayer wishes to acquire land and construct ideal replacement property

Harbor Exchanges

  • Considered exchanges that did not follow the safe harbor guidance, which was memorialized in its “no inference” language

Construction Leasehold Exchanges

  • Replacement property is constructed upon land already owned by a party related to the taxpayer via a leasehold arrangement
  • A taxpayer may not take title to the leasehold improvements while being completed

Partnership Exchanges

  • Partners often wish to perform an exchange but discontinue the partnership relationship when selling real estate. There are several methods that all require significant planning and preparation

Security & Transparency

The Strategic Group is an industry leader in security and transparency of clients’ 1031 proceeds.

Dual Signature Authorization

  • Our firm established the first dual authorization signature requirement for 1031 exchanges
  • Both strategic advisors and the client must authorize the release of funds
  • Many exchanges do not have this level of security embedded in their process

Segregated Accounts

  • Proceeds from a client’s sale are kept in segregated accounts to ensure their safety and security
  • Clients have the transparency to request an account statement with their fund balance
  • Many exchanges will co-mingle funds in a general account

Qualified Trust or Escrow

  • Strategic advisors offers the option for funds to be held in a qualified trust or escrow with other financial institutions
  • Many exchanges offer limited flexibility of where funds are kept

Have questions about your investment property? Contact us before selling and we can help walk you through the process.