About
1031-security-of-funds

Superior Security of Funds

  • Segregated FDIC insured account for each exchange including your name and Taxpayer Identification Number.
  • Ability to log on to the financial institution's website and view your account balance online any time.
  • Account statements directly from financial institutions.
  • In addition to your written authorization, two internal authorizations are required to move your funds.
  • Funds protected through a Qualified Escrow Agreement (QEA), when requested.
  • Multi-million dollar fidelity bond and professional liability coverage.

See Our Services

 

1031-exchange-knowledge

Superior Exchange Knowledge

  • Our Exchange Team includes an attorney, CPA, paralegals and many also hold the prestigious Certified Exchange Specialist® (CES®) designation.
  • Our professional Exchange Team, including our consultants, possesses over 150 years of combined exchange industry experience and has facilitated thousands of exchanges.
  • Comprehensive expertise enables us to handle real property exchanges of all sizes and complexity.
  • Continuing education on 1031 exchanges and related industries keeps our team current on 1031 exchange and related state and federal tax law changes.

Meet Our Team

1031-exchange-experience

Superior Exchange Experience

  • Our Exchange Team keeps the exchange process simple for all parties.
  • For your convenience, one Exchange Officer will work with you throughout the exchange process although our entire team will be familiar with your transaction and available to answer your questions.
  • Documents prepared by exchange professionals that know local real estate and title practices.
  • User friendly exchange documentation and correspondences.
  • Step-by-step instructions throughout the exchange process.
  • Ability to contact your Exchange Officer any time, including after traditional business hours.
  • Availability to attend your closing, when requested.
  • Complete post-exchange packet containing copies of all pertinent exchange documents as well as a helpful year end tax reporting booklet to assist your tax advisor prepare your IRS Form 8824.
  • Documents can be prepared with little notice. Exchanges can be initiated in as little as twenty minutes.

Helpful Resources

CES® Designees on Staff

ces-1031-specialistThe Certified Exchange Specialist® (CES®) Program is a voluntary certification and continuing education program offered through the Federation of Exchange Accommodators (FEA) designed specifically for 1031 tax deferred exchange practitioners. Individuals are eligible to apply to sit for the examination after three years of full-time hands-on experience facilitating exchanges. Read More

"My entire experience with 1031 CORP. was outstanding. The response to my many questions, phone calls and emails was kind, patient and immediate. There was always someone who would answer the phone. The team was very professional, competent and genuinely nice. Thank you for a seamless transaction."

-- T. S., Terrebonne, OR

Need help? Contact our team to ask questions and find out how to get started.

Talk to an Exchange Team Member