The 1031 Exchange Experts

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“What Do I Need to Know About 1031 Exchanges...?”

“How Does §1031 Work...?”

“What About My Situation...?

The 1031 Exchange Experts
have the answers to your questions...
Nationwide, Toll-Free:
866-694-0204

True 1031 Stories...

An Intermediary in Nebraska invests his clients exchange funds in Enron stock and loses all their money. A Qualified Intermediary in Hawaii transfers a chunk of his client's exchange funds to his personal account in Hong Kong. A QI in Minnesota day trades with his client funds and goes bankrupt, and the judge orders former clients to return their own exchange funds to pay creditors!

Sound like a nightmare? It is! In every one of these cases, money parked in separate, or segregated accounts was protected. The judge in the last example made it clear that if segregated accounts had been used, the bankruptcy never would have happened.

 
 

This was our first exchange. Everyone there was very helpful and made the whole transaction as easy as possible!

Michelle Lonergan
Fort Myers, Florida

 
 
 
 

This is the BEST experience we have ever had dealing with finances! We'll definitely use The Experts again.

Katherine Sajda
Southbury, Connecticut

 
 

The 1031 Exchange Experts are different because we always do ExpertExchanges; all our exchanges are handled by a team of CPAs, real estate tax and accounting professionals. Choosing our licensed professionals ensures you that our team has passed rigorous testing in education, knowledge and ethical standards.

You can trust our experience as well. We've completed thousands of qualified 1031 exchanges, and we're confident enough in our expertise to stand by our work.

"...we stand behind our work, and in front of you, in the event of an audit..."

What Makes a 1031 ExpertExchange Different?

The Experts have always kept client money in segregated accounts. We believe it's the only way to protect your 1031 funds. As an added security measure, we've developed 1031Access so you can see the activity in your account, in real time, 24/7.

 
 

Your services were above
and beyond what I expected from a 1031 Intermediary.

John Tunks
Longmont, Colorado

 
 

What many QIs don't want you to know is that the exchange industry is largely unregulated. Without standards, they can offer you little assurance of their training or qualifications. In fact, they will do little more in an exchange than fill in the blanks on generic forms.

So how are The Experts different...?

 
 

Thank YOU for your courteous and prompt service--I was impressed! I am so confident in you I am going to recommend you to all my friends (I want them to be as happy as I am).

Maria Bernardi
Venice, California

 
 
 
 

I've worked with other exchange companies--and wasn't happy. They CAN'T BEAT your service! I'll be coming back to The Exchange Experts!

Ronald Watson
Farmington Hills,
Michigan

 
 

Don't just take our word for it. Our Experts are published across the country and cited in national publications like The New York Times, The Wall Street Journal, The Chicago Sun-Times, Forbes and Bloomberg's Wealth Advisor. So that's why they say The 1031 Exchange Experts are writing the book on 1031 exchanges.

Expert 1031 Security

ExpertExchanges are protected by 1031SafeGuards -- a comprehensive safety system we designed to give you the security you need.

First, we place your exchange funds in a reputable, FDIC-insured financial institution. AND your insured funds are kept in a segregated account (not co-mingled with the funds of other clients).

Second, we maintain a fidelity bond as additional security for your funds, and to assure you of our honesty and integrity.

 
 

The Experts track my deadlines so I don't have to worry about them. My questions always get answered so I don't have to pay an attorney or CPA for advice!

KerenûBajaroff
Miami Beach, Florida

 
 

Finally, with 1031AuditShield we stand behind our work, and in front of you, in the event of an audit. If the IRS challenges your exchange, our CPAs and tax and accounting professionals will defend your exchange in the audit at no additional charge.

How Can I Get Started?

All it takes is a phone call or e-mail, and The 1031 Exchange Experts will go to work for you. We are ready to provide further information and answer any of your questions.

No other QI in the industry offers you the expertise, service, and protection of the ExpertExchange!

 
 

Thank You! Thank You! Thank You! Your upbeat staff is very professional and very caring. You even answered questions I hadn't thought of yet! You treated me as if I were your only customer in the world. Again, Thank You!

Glenn Weidner
Plymouth, Indiana

 
 

Here's How the 1031 ExpertExchange Works:

Our Experts consult with you on how to best structure your exchange -- always considering your particular situation.

We meticulously document your exchange to meet all IRS requirements.

We coordinate with your realtor, attorney, CPA and closing agent to properly complete the exchange.

We keep everyone informed at critical points throughout the process with our exclusive 1031 TouchPoints program.