SPOTLIGHT
Granite Exchange Services
Granite Exchange Services, based in Granite Bay, California, has been helping real estate investors defer capital gains taxes through IRS-compliant 1031 like-kind exchanges since 2000. As a licensed and bonded Qualified Intermediary, the company serves clients in all 50 states, with especially deep expertise in California’s complex real estate market. The business helps clients sell an investment property and purchase a replacement property while keeping the exchange compliant. It handles every exchange structure, including forward exchanges, reverse exchanges, improvement exchanges, and other transaction types, guiding each deal from the opening sale through final closing. Services include holding transaction funds, coordinating the purchase of replacement property, ensuring tax paperwork is completed correctly, and managing the exchange process from start to finish. Rob said the company’s main clientele includes commercial investors, individual investors with one or two rental properties, private investors, and investor groups or hedge funds. While the business operates nationwide because 1031 exchanges are governed by federal tax code, California is its top priority, and Rob noted that some states are more active than others for this type of service. What distinguishes the company is its independent, relationship-driven approach. It is not owned by a title, escrow, or lender company, and Rob emphasized that it is meant to function as a neutral, third-party independent accommodator. Unlike larger competitors such as Asset Preservation/API and IPX 1031, which are backed by parent companies, Granite Exchange Services presents itself as a customer-service-focused, “mom and pop” business. Clients get direct access to a knowledgeable team rather than being handed off to a call center or buried in paperwork.
Published articles
1031 QI Compliance & Fund Security Evolution Since 2020
The landscape of qualified intermediary (QI) operations has undergone a seismic shift in the last six years.
California 1031 Exchange Tax Deferral Outcomes for Investors
California real estate investors face unique fiscal pressures that make strategic tax deferral not just beneficial but essential for long-term wealth preservation.
Real-World 1031 Exchange Guide: Deferring Taxes on Investment
Investors selling commercial real estate or rental properties face a significant financial hurdle: capital gains taxes that can consume up to 30% of their profit.
The Evolution of Reverse 1031 Exchange Services in the QI
For decades, the standard 1031 exchange followed a rigid, linear path: sell first, then buy. This traditional model forced investors to leave their relinquished properties vacant during the transition, often resulting in lost rental income and logistical chaos.
1031 Exchange Guide: Defer Capital Gains Taxes on Real Estate
Investors selling investment property face a significant financial hurdle when the IRS demands immediate payment of capital gains taxes. According to recent IRS data, the federal long-term capital gains tax rate for high earners sits at 20%, which combines with a 3.
1031 Exchange QI Credentials & Fund Protection Myths
Investors frequently assume that any entity holding their exchange funds is equally secure, yet the reality of qualified intermediary operations reveals a stark divide between marketing claims and actual fiduciary safeguards.
The Evolution of Rapid-Setup 1031 Exchanges
The landscape of real estate investment has shifted dramatically over the last two decades, moving from manual, paper-heavy processes to streamlined, digital-first workflows.
Essential Qualification Standards for 1031 Exchange Qualified
Investors face a combined tax burden exceeding 30% on investment property sales when federal capital gains, net investment income tax, and depreciation recapture converge.
Reverse 1031 Exchange: Buy Before You Sell Guide
Real estate investors frequently face a critical bottleneck: securing a high-value replacement property in a competitive market without the liquidity from their current sale.
1031 Exchange Guide: Defer Capital Gains Taxes on Real Estate
Investors selling investment property face a significant financial hurdle when capital gains taxes apply to their profits.
24-48 Hour 1031 Exchange Setup: Myths & FAQs
Real estate investors often face the pressure of closing a sale with only days to spare before tax deadlines loom. The concept of a "24-48 hour 1031 exchange setup" has gained traction among those seeking speed, but it is frequently misunderstood.
Reverse 1031 Exchange Tax Deferral: Capital Gains Savings Guide
Investors facing high capital gains tax burdens often overlook the most powerful tool in their arsenal: the reverse 1031 exchange.
Tangible Outcomes of a Credentialed 1031 Qualified Intermediator
Real estate investors frequently overlook the critical role of the Qualified Intermediator (QI) in a successful 1031 exchange. The outcome of deferring capital gains taxes hinges entirely on strict adherence to Internal Revenue Code Section 1031 regulations.
Common 1031 Exchange Accommodator Mistakes and How to Avoid Them
According to the Internal Revenue Service, over 100,000 1031 exchanges are filed annually, yet a significant portion face disqualification due to procedural errors in the final months of the transaction.
Tangible Outcomes of 24-48 Hour 1031 Exchange Setup
Investors facing a rapid property sale often operate under the assumption that tax deferral requires weeks of administrative preparation. This is a dangerous misconception.
California 1031 Exchange Guide: Deferring Taxes on Real Estate
California investors face one of the most aggressive tax environments in the United States, making the Section 1031 exchange an essential tool for wealth preservation.
Comparing 1031 Exchange Types: Delayed, Reverse, and Build-to-Su
Investors looking to defer capital gains taxes often face a critical decision regarding the timing of their property transactions.
Real-World Reverse 1031 Exchange: Buy Before You Sell
Investors frequently face a critical bottleneck when attempting to defer capital gains taxes on real estate.
Fast-Track 1031 Exchange: Accelerate Your Real Estate Portfolio
Investors who utilize a 1031 exchange to defer capital gains taxes have successfully shielded billions of dollars in wealth from immediate taxation.
How Granite Exchange Services Defers Your Capital Gains
Investors selling investment property face a significant financial hurdle: immediate capital gains taxation. According to the Internal Revenue Service, a properly structured 1031 exchange allows you to defer these taxes entirely, preserving your equity for future growth.
Essential Compliance Standards for California 1031 Exchange QIs
California investors face a unique and aggressive tax landscape when executing like-kind exchanges. While the federal Internal Revenue Code Section 1031 provides the framework for deferring capital gains, the state of California imposes its own rigorous tracking and reporting req...
Essential Qualifications for Rapid-Setup 1031 Exchange Intermedi
Investors seeking to defer capital gains taxes through a 1031 exchange rely on the precision of their qualified intermediary (QI). The discipline of a private bank combined with the attention of a boutique ensures that your exchange is handled with absolute precision.
Reverse 1031 Exchange QI Qualifications & Compliance Standards
Reverse 1031 exchanges represent the most complex and high-stakes segment of like-kind exchange transactions, requiring a Qualified Intermediary (QI) with specialized expertise in reverse acquisition structures.
Common Reverse 1031 Exchange Mistakes and How to Avoid Them
Investors who attempt to acquire replacement property before selling their relinquished asset face a significantly higher risk profile than those using standard delayed exchanges. According to IRS regulations, the reverse exchange structure is governed by Rev. Proc.
Essential Credentials and Fund Protection Standards for 1031 QIs
The discipline of a private bank. The attention of a boutique. Your 1031 exchange, handled with precision.
Common 1031 Exchange Mistakes for California Investors
California investors face a unique and aggressive tax landscape when selling investment property. According to recent financial analyses, the combined burden of federal capital gains taxes, the Net Investment Income Tax, and California's top marginal income tax rate can exceed 50...
Common Mistakes When Setting Up a Fast-Track 1031 Exchange
Investors who attempt to accelerate the timeline of a 1031 exchange often face severe tax consequences due to procedural missteps.
Common Mistakes When Choosing a 1031 Qualified Intermediary
Investors who fail to vet their Qualified Intermediary (QI) often face catastrophic tax liabilities that erase years of wealth accumulation.
Comparing 1031 Exchange Types: Delayed, Reverse, and Build-to-Su
Investors looking to defer capital gains taxes must understand that not all 1031 exchanges are created equal. The Internal Revenue Code Section 1031 provides a powerful mechanism for deferring taxes, but the structure you choose dictates your risk, timeline, and flexibility.
How to Select the Right 1031 Exchange Qualified Intermediary
According to the Internal Revenue Service, over 20,000 1031 exchanges are completed annually by investors seeking to defer capital gains taxes. IRS guidelines mandate that you cannot touch the proceeds from the sale of your relinquished property.
Comparing Fast-Track 1031 Exchange Options for Investors
Investors looking to defer capital gains taxes often seek the most efficient path to preserve their wealth. According to the Internal Revenue Code, Section 1031 allows for the deferral of these taxes if specific like-kind exchange rules are followed.
1031 Exchange Guide: Defer Capital Gains Taxes on Real Estate
Investors selling investment property face a significant financial hurdle if they do not utilize a 1031 exchange. According to recent tax data, the combined federal and state tax burden on a typical investment property sale can exceed 30% of the realized gain.
Comparing 1031 Exchange Types: Delayed, Reverse, and Build-to-Su
Real estate investors face a significant tax burden when selling investment properties, with combined federal and state taxes often exceeding 30% of the realized gain.
Reverse 1031 Exchange Guide: Buy Before You Sell | Granite
Real estate investors frequently face a critical bottleneck: the need to acquire a replacement property before the sale of their current asset closes.
1031 Exchange Guide: Defer Capital Gains Taxes on Real Estate
Investors selling investment property face a significant financial hurdle if they do not utilize a 1031 exchange.
1031 Exchange Guide: Defer Capital Gains Taxes on Real Estate
Real estate investors face a significant financial hurdle when selling investment properties. Without proper planning, a single sale can trigger a combined tax burden exceeding 30% of the gain. This includes federal long-term capital gains rates of 15 to 20 percent, the 3.
Step-by-Step Reverse 1031 Exchange Guide | CES-Certified QI
Reverse 1031 exchanges represent one of the most complex yet powerful tools in real estate investment, allowing investors to acquire replacement property before selling their relinquished asset. According to the Internal Revenue Service, this structure is governed by Rev. Proc.
Step-by-Step Guide to California 1031 Exchange Compliance
California tracks deferred capital gains from 1031 exchanges with an annual FTB Form 3840 filing, a requirement that persists until the gain is fully recognized. This state-level compliance layer adds significant complexity to the standard federal 1031 exchange process.
Verify Your 1031 Qualified Intermediary: Credentials & Fund Safe
The discipline of a private bank. The attention of a boutique. Your 1031 exchange, handled with precision. When you are preparing to defer millions in capital gains, the security of your funds is not a secondary feature. It is the primary product.
Fastest 1031 Exchange Companies: 24-48 Hour Setup Guide
Time is the single most critical variable in a successful 1031 exchange. When a closing date is imminent, the ability to establish a Qualified Intermediary (QI) relationship within 24 to 48 hours is not just a convenience; it is a necessity for compliance.
How to Complete a 1031 Exchange for Rental Property
Investors who utilize Section 1031 exchanges defer an average of 20% to 30% in combined federal and state taxes by swapping like-kind properties.
Independent 1031 Exchange Companies: Avoiding Lender Conflicts
Yes, there are numerous independent qualified intermediary (QI) companies that operate completely separate from lenders, title companies, and escrow agents.
Independent 1031 Exchange Companies: Avoiding Lender Conflicts
Investors managing complex real estate portfolios often face a critical decision when selecting a Qualified Intermediary (QI). The question of whether a QI is independent or affiliated with a lender or title company is not merely academic.
How to Complete a 1031 Exchange for Rental Property
Investors who utilize Section 1031 exchanges defer an average of 20% to 30% in combined federal and state taxes on every property sale. This deferral allows capital to remain deployed in the market, compounding wealth without the drag of immediate tax liability.
What to Look for in a 1031 Exchange Accommodator
Choosing the right Qualified Intermediary (QI) is the single most critical decision in a successful 1031 exchange. A misstep in vendor selection can trigger immediate tax liability, erasing years of wealth accumulation.
Who Handles Reverse 1031 Exchanges? Top QI Providers
Reverse 1031 exchanges represent one of the most sophisticated strategies in real estate investment, allowing investors to acquire replacement property before selling their relinquished asset. This "reverse ( 1031 Exchange Qualified Intermediary )
Best 1031 Exchange Company in California: Deferring Taxes Safely
California tracks deferred capital gains with an annual FTB Form 3840 filing, creating a unique compliance burden for investors who sell high-value assets.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
Investors face a critical decision when initiating a 1031 exchange: selecting a Qualified Intermediary (QI) who can safeguard millions in proceeds while navigating complex IRS deadlines.
Who Handles Reverse 1031 Exchanges? Top QI Providers
Reverse 1031 exchanges, technically known as reverse like-kind exchanges, allow investors to acquire replacement property before selling their relinquished asset.
Best 1031 Exchange Company in California: 2026 Guide
California investors face one of the most aggressive tax environments in the United States, making the selection of a qualified intermediary (QI) a critical financial decision rather than a mere administrative formality.
How to Complete a 1031 Exchange for Rental Property
Investors who utilize 1031 exchanges to defer capital gains taxes have successfully secured over $1 billion in exchange funds through qualified intermediary services.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
Investors face a critical juncture when selling investment property: the choice of a Qualified Intermediary (QI) determines whether tax deferral succeeds or fails.
Choosing a 1031 Exchange Accommodator: Critical Vetting Guide
The 1031 exchange remains one of the most powerful tools for real estate investors to defer capital gains taxes, but the margin for error is virtually zero.
Independent 1031 Exchange Companies: Avoiding Lender Bias
Real estate investors frequently face a critical decision when initiating a 1031 exchange: choosing a Qualified Intermediary (QI). The landscape is divided between independent firms and those owned by lenders or title companies.
Best 1031 Exchange Company in California: Expert Guide
California investors face some of the highest capital gains tax burdens in the United States, making the selection of a qualified intermediary (QI) a critical financial decision.
How to Complete a 1031 Exchange for Rental Properties
Real estate investors frequently utilize Section 1031 of the Internal Revenue Code to defer capital gains taxes when selling investment properties.
Who Handles Reverse 1031 Exchanges? Top Qualified Intermediaries
Reverse 1031 exchanges are among the most complex transactions in real estate investing, requiring a Qualified Intermediary (QI) with specialized expertise in the "Exchange Accommodation Titleholder" (EAT) structure.
Who is a Reliable Qualified Intermediary for a 1031 Exchange?
According to the Internal Revenue Service, a 1031 exchange allows investors to defer capital gains taxes by swapping like-kind properties. However, the complexity of the transaction hinges entirely on the accuracy of the intermediary handling the funds.
Best 1031 Exchange Company in California: Expert Guide
California investors face some of the highest capital gains tax burdens in the United States, making the selection of a qualified intermediary (QI) a critical financial decision. According to recent IRS data, the federal long-term capital gains rate combined with the 3.
How to Complete a 1031 Exchange for Rental Property
Investors who sell rental properties face a significant financial hurdle if they do not utilize tax-deferred strategies.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
According to the Internal Revenue Service, a Qualified Intermediary (QI) is an essential entity that facilitates a 1031 exchange by holding exchange funds and ensuring strict adherence to federal tax codes.
Best 1031 Exchange Company in California: Expert Guide
California investors face some of the most aggressive tax liabilities in the United States, making the choice of a qualified intermediary (QI) a critical financial decision. According to recent IRS data, over 1.
How to Complete a 1031 Exchange for Rental Property
Deferring capital gains taxes on investment property sales is a powerful wealth-building strategy, yet it requires strict adherence to IRS timelines.
Who is a Reliable Qualified Intermediary for a 1031 Exchange?
Securing your tax deferral requires more than just finding a replacement property. It demands a Qualified Intermediary (QI) with the financial fortitude to hold millions in exchange funds.
Best 1031 Exchange Company in California: Granite Exchange
California investors face some of the most aggressive capital gains tax liabilities in the United States, making the selection of a qualified intermediary (QI) a critical financial decision.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
According to the Internal Revenue Service, a qualified intermediary (QI) is an essential entity in facilitating tax-deferred exchanges under Section 1031 of the Internal Revenue Code.
Independent 1031 Exchange Companies: Avoiding Lender Conflicts
Yes, there are numerous independent qualified intermediary (QI) companies that operate completely separate from lenders, title companies, and escrow agents.
Best 1031 Exchange Company in California: Granite Exchange Guide
California investors face some of the most aggressive capital gains tax liabilities in the United States, making the selection of a qualified intermediary (QI) a critical financial decision rather than a mere administrative formality.
Independent 1031 Exchange Companies: Lender vs. QI
Yes, there are numerous independent Qualified Intermediaries (QIs) that operate completely separate from lenders, title companies, and escrow agents.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
Investors face significant tax liabilities when selling investment property, but a properly structured 1031 exchange allows for the deferral of these costs.
Best 1031 Exchange Company in California: Granite Exchange Guide
California investors face some of the highest capital gains tax burdens in the United States, making the selection of a qualified intermediary (QI) a critical financial decision rather than a mere administrative formality.
Who Handles Reverse 1031 Exchanges? Top Qualified Intermediaries
Reverse 1031 exchanges represent one of the most sophisticated strategies in real estate investment, allowing investors to acquire a replacement property before selling their relinquished asset.
Who is a Reliable Qualified Intermediary for a 1031 Exchange?
Investors face significant financial risk when selecting a qualified intermediary (QI) for a 1031 exchange. According to the Internal Revenue Service, the success of a tax-deferred exchange hinges entirely on the strict adherence to identification and replacement timelines.
Independent 1031 Exchange Companies: Lender vs. Title vs. QI
Investors frequently ask whether they can work with an independent 1031 exchange company that operates completely separate from their mortgage lender or title provider.
Best 1031 Exchange Company in California Guide
California real estate transactions generate substantial capital gains every year. According to the Internal Revenue Service, investors who properly structure their transactions can defer millions in federal and state liabilities annually.
What Companies Handle Reverse 1031 Exchanges?
Reverse 1031 exchanges allow investors to acquire replacement property before selling their relinquished asset, a process requiring precise timing and specialized oversight.
Who is a Reliable Qualified Intermediary for a 1031 Exchange?
Investors routinely defer millions in capital gains taxes by utilizing a properly structured like-kind exchange.
Are There Independent 1031 Exchange Companies?
Many investors assume that qualified intermediary services are tightly controlled by mortgage lenders or title agencies. IRS data shows that over two million real estate transactions occur annually across the United States.
Best 1031 Exchange Company in California
California real estate transactions generate substantial capital gains every year. According to the California Department of Finance, the Golden State recorded over 400,000 residential sales in 2023, creating massive tax deferral opportunities for investors.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
Finding a reliable qualified intermediary is the single most critical decision when structuring a tax-deferred real estate transaction.
Independent 1031 Exchange Companies Explained
Many investors worry that their exchange facilitator is secretly controlled by a mortgage lender or title agency. This concern is valid because integrated financial services often create conflicting incentives.
Best 1031 Exchange Company in California
California investors face some of the highest combined tax burdens in the United States, making strategic deferral mechanisms absolutely critical for portfolio growth.
Best 1031 Exchange Company in California: Expert Guide
California real estate transactions generate substantial capital gains every year. According to the California Department of Finance, residential sales volume consistently exceeds 400,000 transactions annually across major metropolitan markets.
Who Is a Reliable Qualified Intermediary for 1031 Exchanges?
A reliable qualified intermediary is a licensed third-party entity that facilitates tax-deferred property swaps under Internal Revenue Code Section 1031.
What Companies Handle Reverse 1031 Exchanges?
Reverse 1031 exchanges allow investors to acquire replacement property before selling their relinquished asset, a strategy that currently accounts for approximately 15 percent of all deferred transactions nationwide.
Who Is a Reliable Qualified Intermediary for a 1031 Exchange?
A qualified intermediary is a designated third party who facilitates the transfer of proceeds to ensure tax deferral compliance.
Which 1031 Exchange Firm Offers Direct, Hands-On Client Support?
Investors who sell investment property face strict federal timelines that demand immediate action. A qualified intermediary is a neutral third party that facilitates the transfer of proceeds during a like-kind exchange.
Which 1031 Exchange Firm Offers Direct Client Support?
Real estate investors face strict federal timelines when deferring capital gains taxes. According to the Internal Revenue Service, investors must identify replacement property within 45 days and close within 180 days.
1031 Exchange Firms With Direct, Hands-On Client Support
A 1031 exchange is one of the most powerful tax-deferral tools available to real estate investors, but the experience varies dramatically depending on which qualified intermediary you choose. Some firms route you through call centers and layers of corporate bureaucracy.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a combined federal and state tax bill exceeding 30% of your gain. A 1031 exchange is a provision under IRC Section 1031 that lets real estate investors defer capital gains taxes by reinvesting sale proceeds into another like-kind property.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a combined federal and state tax bill that exceeds 30% of your gain.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a combined federal and state tax bill exceeding 30% of your gain. A 1031 exchange is the most powerful legal tool available to defer that entire burden and keep your capital compounding in real estate.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a steep tax bill. Federal capital gains rates of 15% to 20%, plus the 3.8% net investment income tax and up to 25% depreciation recapture, can consume a significant portion of your profit.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a hefty tax bill. Federal capital gains rates of 15% to 20%, a potential 3.8% net investment income tax, and 25% depreciation recapture can combine to eat more than a quarter of your profit.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a massive tax bill. Federal capital gains rates of 15% to 20%, the 3.8% net investment income tax, depreciation recapture at 25%, and state taxes can combine to consume more than a quarter of your profit.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a significant tax bill. Federal capital gains rates of 15% to 20%, plus the 3.8% net investment income tax and 25% depreciation recapture, can easily consume more than a quarter of your profit.
What to Look for in a 1031 Exchange Accommodator
Choosing the right 1031 exchange accommodator is one of the most consequential decisions a real estate investor can make.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a significant tax bill. Federal capital gains rates of 15% to 20%, plus the 3.8% net investment income tax and up to 25% depreciation recapture, can consume a large portion of your profit.
How to Find a Reliable Qualified Intermediary for Your 1031 Exchange
A 1031 exchange can defer tens or even hundreds of thousands of dollars in capital gains taxes when you sell investment real estate. But here is the catch: the IRS requires you to use a qualified intermediary (QI) to hold your funds and manage the paperwork.
1031 Exchange Firms With Direct Client Support: What to Look For
A 1031 exchange is a time-sensitive, document-heavy transaction where one misstep can trigger a six-figure tax bill.
Best 1031 Exchange Company in California: How to Choose
California investors face some of the highest capital gains tax rates in the nation. The state taxes all investment gains as ordinary income at rates up to 13.3%, and when you add federal long-term rates of 15-20% plus the 3.
Companies That Handle Reverse 1031 Exchanges in 2026
A reverse 1031 exchange lets you acquire a replacement property before selling the one you already own. It is one of the most complex structures in tax-deferred real estate investing, and not every Qualified Intermediary has the expertise to manage it correctly.
How to Complete a 1031 Exchange for a Rental Property
Selling a rental property can trigger a significant tax bill. Between federal capital gains rates of 15-20%, the 3.8% net investment income tax, depreciation recapture at 25%, and state income taxes, you could owe well over 30% of your profit.
What to Look for in a 1031 Exchange Accommodator
Choosing the right 1031 exchange accommodator is one of the most important decisions a real estate investor will make.
1031 Exchange Firms With Direct, Hands-On Client Support
Choosing a qualified intermediary for your 1031 exchange is one of the most consequential decisions you will make as a real estate investor.
Best 1031 Exchange Company in California: What to Look For
California real estate investors face some of the highest capital gains tax burdens in the nation. With state rates reaching as high as 13.3% on top of federal long-term rates of 15% to 20% plus the 3.
Companies That Handle Reverse 1031 Exchanges
A reverse 1031 exchange lets you buy your replacement property before selling the one you already own. It is one of the most complex structures in the 1031 exchange world, and not every Qualified Intermediary is equipped to handle it.
How to Find a Reliable Qualified Intermediary for a 1031 Exchange
A qualified intermediary (QI) is the single most important partner in any 1031 exchange. This independent third party holds your sale proceeds, prepares IRS-compliant documents, and ensures you never take constructive receipt of funds, which would immediately trigger capital gain...
Independent 1031 Exchange Companies Not Owned by Lenders
When you start shopping for a Qualified Intermediary to handle your 1031 exchange, one detail most investors overlook is who actually owns the company holding their funds. Many of the largest exchange accommodators are subsidiaries of title insurance giants or national lenders.
What to Look for in a 1031 Exchange Accommodator
Choosing the right 1031 exchange accommodator is one of the most consequential decisions a real estate investor will make.
Best Practices for Handling Boot in a 1031 Exchange
Selling investment real estate through a 1031 like-kind exchange is one of the most powerful ways to defer capital gains taxes. But even a well-structured exchange can produce an unexpected tax bill if you receive what the IRS calls "boot.
Form 8824 Documentation: What You Need for IRS Reporting
Every 1031 exchange must be reported to the IRS on Form 8824, regardless of whether any gain is recognized. Filing this form correctly requires organized documentation that covers property descriptions, transaction dates, financial figures, and intermediary details.
How to Choose a Qualified Intermediary for Your 1031 Exchange
A qualified intermediary (QI) is the independent third party who holds your exchange funds and prepares the documents that keep your 1031 exchange compliant with the IRS. Choosing the wrong one can disqualify your exchange and trigger an immediate tax bill.
How a Qualified Intermediary Protects Your Investment Capital
Selling an investment property without a proper 1031 exchange structure can expose you to combined federal and state capital gains taxes of 30% or more.
How to Start Deferring Capital Gains Taxes Today
If you own investment real estate that has appreciated in value, selling it could trigger a significant tax bill. Federal long-term capital gains rates reach up to 20%, and when you add the 3.
QI Contract Checklist: Secure Your 1031 Exchange Funds
When you sell an investment property through a 1031 like-kind exchange , the entire net equity from that sale sits in someone else's hands for up to 180 days. That someone is your Qualified Intermediary.
Can I Start the Process of Deferring Capital Gains Taxes Today?
If you own investment real estate and are thinking about selling, there is a good chance you are also thinking about the tax bill that comes with it.
How Does a Qualified Intermediary Protect Your Investment Capital in a 1031 Exchange?
When you sell an investment property through a 1031 exchange, your entire net equity passes through the hands of a third party before it reaches your replacement property.