Don’t Choose a Qualified Intermediary Before Asking Them These Questions

Choosing a qualified intermediary can seem like full-time job. There are many things to consider such as: Is my qualified intermediary reputable? How do I know the qualified exchange company won’t lose my money? The qualified intermediary I’m talking to is halfway across the country. Can I do an exchange over phone and email? Will …

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Simultaneous Exchange – The Absolute Easiest 1031 Exchange Possible

This is the oldest and most basic type of 1031 exchange. Very rare, it’s when you find a replacement property the same value as your own. While we still recommend using a qualified intermediary, a simultaneous exchange could happen without one. This article walks through the three types of simultaneous exchange. Swap or two-party trade …

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Improvement 1031 Exchange: The Ultimate Guide to Rules and Costs

Rules and requirements | Improvement 1031 exchange examples | Pros and cons | Improvement 1031 exchange planning checklist | FAQs An improvement 1031 exchange is when you sell an investment property and use part or all of the proceeds to make improvements to your replacement property.  In a conventional deferred 1031 exchange you sell your …

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