So you've decided to replace your property with a 1031 Exchange?
The 1031 Exchange Center specializes in Strategic 1031 Exchanges for High-Stakes Investors
“Where most intermediaries process paperwork, we manage strategy.”
Exchanges + More
All of our exchanges feature an expertly designed investment strategy
systematically produced through our rigorous process to
protect, enhance and advance your personal investment objectives.
Who We Are
The 1031 Exchange Center LLC is a boutique-style IRS Qualified Intermediary
providing strategic guidance, personalized service, and direct attorney oversight
for complex, multi-state commercial and investment property exchanges.
Our subsidiary, Safe Harbor Accommodation Replacement Properties LLC (SHARP),
is an Exchange Accommodation Titleholder (EAT) to facilitate
Reverse or Improvement Exchanges required to "park" title to properties.
Why We’re Different
Strategic Management
Exchanges are managed as strategic transactions, not administrative tasks.
Every exchange case features a customized legal investment strategy
Senior-Level Oversight
Each case is personally supervised by a senior legal and tax expert.
The technological systems and procedures established by our founder ensure
that you will consistently get top-quality exchanges featuring customized
legal strategic guidance for real estate investors
Risk Mitigation
Anticipates and resolves title, lender, and timing issues early.
Style
Calm, Precise Execution: High-stakes exchanges run smoothly even under tight deadlines.
Ideal For
- Commercial and industrial investors
- High-value and multi-state exchanges
- Reverse, improvement, and complex exchanges
- Compressed timelines
- Risk-sensitive transactions requiring hands-on care
Our Fees
Modest and affordable, starting at $850 with no up-front, out-of-pocket funds.
Typically saving tens of thousands of tax dollars with each exchange case.
Often hundreds of thousands and in some cases millions of dollars are saved.
Our Promise
Tax-Deferred. Stress-Deferred. Always Compliant.
Work directly with us. Experience premium, strategic service.
What Is Your Objective?
If no other 1031 intermediary asked you this question it means they don't even care.
Examples
- Are you looking to take some cash out or unlock equity?
- Do you want to save (defer) tax dollars and invest them to double in 5 years?
- Are you seizing an opportunity to buy, option or sell?
- Do you want to improve cash flow?
- Do you seek higher appreciation in value?
- Are you trying to reconfigure your holdings (break-up, consolidate, expand or down-size)?
- Do you want to solve problems with your location, property condition, management problems?
- Are you just trying to avoid tax?
- Want to adjust your loan portfolio (better Loan-to-Volume ratio)?
- Changing your investment mix: commercial, residential, multi-family, industrial, retail, office, hospitality, land?
- Providing a residence or an employment opportunity for a parent or child?
- Planning to eventually sell your principal residence (use tax exemptions) then convert a replacement property into your future retirement home?
- Assembling properties into a Family Land Bank (using stepped-up tax basis at death)?
- Something else? __________________________
- __________________________________________
- __________________________________________
We believe: If the exchange doesn’t meet your objectives, then don't do the exchange.
Challenges We Address
Standard exchange scenarios including:
- Forward exchanges
- Back-to-Back exchanges (same or different settlement agencies/States)
- Deferred exchanges
Exchange Accommodation Titleholder (EAT) "parked" title exchanges including:
- Reverse exchanges
- Construction or Improvement exchanges
- IRS compliant EAT comprehensive "parking" arrangements
- 1031 compliant EAT secured financing plans and leasing arrangements unto Exchanger/tenant (permitted to occupy, sublease and supervise construction)
Miscellaneous exchange issues:
- Satisfying Exchanger's express objectives
- Resolving Exchanger's unique timing issues
- Compliant customized 1031 Exchange Agreements for each case
- Custom, detailed written 1031 Closing Instructions for each closing
- Forms for Replacement Property Identification
- Formal Exchanger authorization forms for each wire transfer
- Multiple property exchanges (multiple relinquished and/or replacement properties)
- Multiple State exchange challenges (across State lines)
- State Law challenges (e.g., non-resident withholding and claw-back regulations)
- Foreign Investment in Real Property Tax Act (FIRPTA) compliance issues
- Co-owner exchange issues (undivided fractional interests)
- Some co-owners not exchanging
- Some co-owners exchanging for different replacement properties (multiple exchanges)
- Legal Non-Safe Harbor exchanges
- Cases involving Tax Opportunity zones
- Seller financed "parked" note exchanges
- Related party exchanges
- Financing challenges (e.g., posturing for refinance)
- Exchange solutions involving trusts, estate planning, property settlements (among heirs, partnerships, business owners, marital partners)
- Corrected and amended exchange agreements
- Business buy-out arrangements
- Title discrepancy and title insurance issues
- Permissible exceptions to timing rules
- Insurance considerations
- Entity naming and changing considerations
- Self-dealing (with powers of attorney, entity officer situations, trustees)
- Estate planning considerations
- Scenarios for acquisition of investment replacement property to be converted later into principal residence or personal vacation home per IRS guidelines
- Non-tax considerations
- And many more issues
"We don't promote 1031's, we just offer you the best 1031 services available"
