THE LEADER IN §1031 EXCHANGES
Trusted | Secure | Independent
ERI — Your Key to a Successful 1031 Exchange
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.
The most common type of exchange is a delayed or straightforward exchange. By properly effectuating an exchange, the investor is able to defer the realization of capital gains as well as the recapture of depreciation.
SUCCESSFUL 1031 EXCHANGES
DOLLARS IN EXCHANGE FUNDS
I would like to thank Exchange Resources and the team and in particular Debbie Bannister, Meredith Collins and Cynthia Solis for doing an excellent job in getting this done. My questions were answered promptly and concerns addressed quickly. Funds sent on time.
I don’t need to tell you that a 1031 exercise is not easy!!
For success it definitely requires a team effort by dedicated, professional people who remain motivated throughout simply to get the job done.
It’s been my pleasure to have had all of you be part of my team. Thank you for everything!!!
I very much appreciate the support I’ve received from Kayla and her team, in navigating this process. This guidance has been very critical to me, realtors and lenders in the Seattle market do not appear to have much working knowledge of the 1031 Exchange.
Based on my experience to date, I would highly recommend Exchange Resources to my agents and bank if they ever have a need for a 1031 service for their clients.
We just wanted you (and your team) to know how much we appreciate your help in walking us through the exchange process. No matter how many times we called and asked the same question, you graciously and patiently answered. You made what seemed like a very complicated process almost painless. If we, or anyone we know, ever needs help in making an exchange we will be giving them your name! Thanks so very much
We have been pleased with your care, attention and support during this 1031 Exchange experience; we are very satisfied customers. We hope to avail ourselves of your services for any future transaction needs.
Thank you so much, Cristi, Dana, and Diana, for your tremendous work throughout these past few months. You, ladies, are the best team in the industry. We will be in touch and perhaps work with you in the near future again. Many many thanks.
No words to thank you adequately for being part of that conference call. It had potential to be more volatile, and you were such a breath, viewing all of this so positively. I sure learned a whole new aspect of the 1031 exchange!
I really hope that they will make the best educated choice, which would be to let your firm represent them.
Regardless, you will be my “go-to” for any chance of helping clients needing to do a 1031. I am profoundly grateful!
Thank you for putting all these documents together, very helpful! And always a pleasure working with all of you! Thank you for making the exchange so seamless and pleasant. I really appreciate how you all do your work with excellence and kindness. I look forward to working with you again in the future.
Thank you everyone for closing this nice transaction. It was a great experience like always when we work with professionals and experienced individuals and companies like Exchange Resources, Dana, Diana, Cristi and our staff members Alice and Noelle.
Job well done. We need to do another one like this again, soon!!!
Thank you Dana, Cristi and Diana for all your help getting us through the 1031 exchange process. You all were really great and were so helpful anytime I had questions or needed help with the other parties involved. Thanks again!
Thank you so much for all your hard work throughout our exchange! We have had a great first experience. I truly appreciate the sense of urgency and quick communication from your team, and that I can always get in touch with someone when I need to! Justin and I will be doing another exchange before the end of the year and hope we can work with you again on that!
It’s been over 20 years that we’ve used your company over and over again. Your professionalism and attention to details are superb. It is a pleasure doing business with you and all the staff. You guys are AWESOME.
This 1031 has gone on now for almost a year, involved properties that spanned the USA, while a pandemic raged — yet in spite of these difficulties, you and your team have completed this complex three part trade. My sincere thanks to you and to your team for your work, for your considerable patience, for coordinating smoothly over so many different interfaces, and for bringing this to a successful conclusion.
Thank you so much, Dana! I would like to say it was a pleasure working with you, Cristi, and Diana. I greatly appreciate the time you all spent patiently answering my questions over the last few months. You made a confusing process (to someone new to it, like me) so much easier and less stressful. Thank you so much!