THE LEADER IN §1031 EXCHANGES
Trusted | Secure | Independent
(877) 799-1031
WHY CHOOSE ERI?
TIME-TESTED, READY TO SERVE.
Exchange Resources, Inc. was founded in 1999. Since then, we have experienced the ups and downs of the real estate market. We not only survived the financial crisis of 2007–08, but emerged stronger. ERI navigated the complex world of Covid-19, and are proud to say we were always there for our clients. We are still here today, ready to serve you.
SECURITY
We provide scrupulous and transparent structuring of separate FDIC-insured bank accounts for each client’s exchange. This transparency, combined with qualified attorneys on staff to ensure adherence to legal and technical requirements, provides for optimal safeguards and security.
RELIABILITY
CPAs, attorneys, financial planners, real estate agents and escrow officers from all
over the nation rely on us to educate them on 1031 Exchanges. These professionals, along with our clients, know they can rely on ERI any time with simple and complex 1031 exchange questions alike.
INTEGRITY
Since 1999, tens of thousands of people have put their trust in ERI to guide them through their 1031 exchange. We know that our clients and partners rely on our straightforward and impartial advice. We do not take any of that for granted, and commit ourselves to continue earning your trust everyday.
Choosing the best Intermediary
An investor should be selective in choosing a Qualified Intermediary (“QI”). Choosing a professional QI with financial strength is paramount to a successful exchange.
Your Exchange Expert
ERI is one of the largest independent QI’s in the nation having served tens of thousands of individual and institutional investors across the country and abroad. ERI enjoys a successful history of assisting investors in realizing the advantages of 1031 exchanges.
ERI’s Financial Strength
ERI appreciates the paramount importance of securing investors funds and does so by maintaining:
▲ Fidelity bond insurance coverage
▲ Errors and omissions insurance coverage
▲ A separate bank account for each investor
A §1031 tax-deferred exchange
is a transaction which permits an investor to defer the payment of capital gains tax by “exchanging” investment property owned by an investor (“relinquished property”) for another investment property (“replacement property”) of equal or greater value.
Exchange Types
Delayed Exchange
A delayed exchange is the most common type of exchange. Certain IRS requirements must be met to structure a delayed exchange.
Simultaneous Exchange
Build-to-Suit Exchange
Reverse Exchange
SUCCESSFUL 1031 EXCHANGES
DOLLARS IN EXCHANGE FUNDS
Client Testimonials
Unlock Your Property Investment Success with Expert Strategies!
Are you ready to elevate your property investment game? Dive into our latest blog post where we unveil expert strategies for mastering delayed exchange property selection. Whether you’re a seasoned investor or just starting, these insights can shape your success.
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CORPORATE HEADQUARTERS
Toll Free: (877) 799-1031
[email protected]
12121 Scripps Summit Drive, Suite 170
San Diego, CA 92131
CORPORATE HEADQUARTERS
Toll Free: (877) 799-1031
[email protected]
12121 Scripps Summit Drive, Suite 170
San Diego, CA 92131