Qualified Intermediary Services - Serving investors nationally
1031 Exchanges keep your money working for you.
White glove approach to 1031 Exchange services at a fraction of the price. We protect your real estate investment gains and help you build generational wealth with precision, compliance, and care.
Why Choose Us
When your financial future is on the line, you need more than a qualified intermediary — you need a trusted partner with the knowledge, security, and track record to protect every dollar of your investment.
Schedule a ConsultationFully licensed QI meeting all IRS requirements under IRC §1031. We hold exchange funds in segregated, FDIC-insured accounts.
Comprehensive fidelity bond and E&O insurance provide an additional layer of protection for your exchange funds and transaction.
Capacity to facilitate exchanges across all 50 states. Local expertise with national reach.
Every client receives a personal exchange officer available throughout the entire process — not a call center.
What We Do
The most common 1031 exchange. Sell your relinquished property, then identify and acquire replacement property within IRS deadlines — 45 days to identify, 180 days to close.
Acquire your replacement property before selling the relinquished property. Perfect when you've found an ideal opportunity and can't risk losing it. We manage the full EAT structure.
Use exchange proceeds to build or improve replacement property. Build-to-suit exchanges let you construct your ideal investment while deferring capital gains taxes throughout the process.
The Process
Reach out before you close the sale of your relinquished property. We set up your exchange agreement, handle all documentation, and hold your proceeds in a secure, segregated escrow account — ensuring full IRS compliance from day one.
You have 45 days from the sale of your relinquished property to identify up to three potential replacement properties. Our team guides you through the identification rules and ensures your selections are documented correctly.
Complete the acquisition of your replacement property within 180 days. We release your exchange funds directly to the closing, ensuring a clean, fully compliant exchange that maximizes your tax deferral.
Get Started
Our team is ready to guide you through every step. Contact us before your property closes to ensure a fully compliant, tax-deferred exchange.