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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

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

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