1031 exchange professionals

Qualified intermediaries, exchange attorneys, CPAs, brokers, lenders, cost segregation firms and title companies, listed by discipline and service area. Firms that hold exchange proceeds publish their fidelity bond, their errors-and-omissions coverage and how they hold client funds, because no federal licence stands behind any of it.

Qualified intermediaries
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The firm that holds your sale proceeds between closings. No federal licence is required to be one, so the bond, coverage and escrow arrangements below are the checks worth making before you sign.
1031 attorneys
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Counsel who structure exchanges — reverse, improvement, related-party — and who write the documents your intermediary will hold you to.
CPAs and tax advisors
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The people who turn an estimate into your actual number: basis, depreciation recapture, state conformity and the return that reports the exchange.
Agents and brokers
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Brokerage that has worked inside a 45-day clock before and knows what a contingency does to an identification list.
Lenders
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Financing that can close inside a 180-day window, and that understands why the debt on the replacement property has to be replaced.
Cost segregation firms
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Engineering-based studies that reclassify components of the property you just acquired into shorter depreciation lives.
Title companies
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Title search, escrow and settlement for both legs, from firms that have handled a simultaneous or delayed exchange closing.
Appraisers
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Valuation for identification, financing and the basis allocation afterwards.
Exchange accommodation titleholders
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The entity that parks title in a reverse or improvement exchange under the Revenue Procedure 2000-37 safe harbour.
DST sponsors
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Delaware Statutory Trust offerings, for exchangers who want replacement property without operating it.
Property managers
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Management for the asset you take on, from day one of ownership.

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The directory is new and thin in some places. Widening the state or clearing the coverage minimums is usually enough to find someone; a firm that has not told us its bond amount is filtered out by that control even if it holds one.