Who We Are:
A Better Exchange Experience!
We provide industry leading Qualified Intermediary Services for qualified Internal Revenue Code [IRC] 1031-Exchanges. Whether you are constructing a build-to-suit exchange or a single property delayed exchange, we have over 15 years of experience providing five-star service to our exchange clients.
The IRS requires a neutral third-party, the Qualified Accommodator, to be identified prior to the close of the relinquished property. According to the IRS, family members, employees or CPA’s or the taxpayer’s Attorney cannot act as a Qualified Intermediary.
We are experts in tax-deferred exchanges in the US and for US taxpayers with investment properties abroad. Our services are comprehensive and seamless.
Yovi J. Santos — Managing Partner
FACTS:
Great Expertise Builds Great Exchanges.
FIVE-STAR SERVICE
We have worked for years to gain a reputation of a credible and reliable company. We managed to expand our activity throughout the US and have highly valued established relationships with top 1031 exchange industry leaders and attorneys. We are responsive and knowledgeable.
BONDED & INSURED
Your Exchange is secure with us. We hold Fidelity Bond coverage, along with Error & Omissions Insurance to give you confidence to know that we deliver good services to our clients. We are real experts and talented professionals who love our work and perform on the highest professional level.
15+ YEARS EXPERIENCE
Our exchange experts have worked in the qualified exchange sector since its inception. We have deep wells of experience in the various types of hard asset exchanges allowable via the IRS Code for US Exchanges and for US tax payers with investment properties abroad.
CORE VALUES:
Our Strategy
Compliant Exchange Solutions
We monitor all new legislation and regulatory changes to make certain your exchange will not be disqualified under an audit.
Latest Technologies
We use the latest FTP and permissible digital document transfer protocols to achieve seamless and secure movement of documents between title & escrow companies, buyers, sellers and the financial institutions.
Experienced Exchange Network
We bring our talented exchange team and experienced professional network to create, administer and complete the proper exchange for you.
Our mission:
Company Video
OUR RESULTS GET BiggER & BETTER:
Leading in Building and Completing IRC 1031-Exchanges
Work With Us!
Experienced 1031-Exchange Network
Whether simple or complex, an individual real estate investor or an institutional client, we want to work with you! We strive to establish long-term & mutually beneficial relationship, provide high-value and become reliable long-term partners.