THE LEADER IN §1031 EXCHANGES

Trusted | Secure | Independent

As the coronavirus outbreak continues to spread throughout the communities where we live and work, please understand that we are adjusting our staff and work practices for the health and safety of our employees and clients.  Rest assured we will seamlessly continue to assist you with your 1031 Tax Deferred Exchange.

Please do not hesitate to call. Our hearts go out to everyone who has been impacted by this worldwide crisis.

Exchange Resources, Inc. — Your Key to a Successful Exchange

EXPERTISE

Exchange Resources, Inc. (“ERI”) is one of the largest independent Qualified Intermediaries in the nation serving individual and institutional investors across the country and abroad.

CAPABILITIES

ERI has attorneys on staff who provide personalized attention to complex issues and are available to discuss exchange matters with investors’ tax and legal advisors.

FINANCIAL STRENGTH

ERI appreciates the paramount importance of securing investor funds. Therefore, ERI provides several layers of protection to secure its investors’ funds.

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.

Open Exchange

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

This type of exchange occurs when the relinquished property and the replacement property are transferred concurrently.

Build-to-Suit Exchange

An investor may choose to improve a replacement property by building a structure or making improvements to an existing structure on the property.

Reverse Exchange

Reverse exchanges are the most complex type of exchange. Such an exchange permits the investor to acquire their replacement property before the relinquished property is sold.

SUCCESSFUL 1031 EXCHANGES

DOLLARS IN EXCHANGE FUNDS

Client Testimonials

Christy M.

“As the owner of a large escrow company, it is essential to us that our clients receive the professional and courteous help they need to successfully complete a §1031 exchange. We consistently refer our clients to Exchange Resources, Inc. for assistance with their exchanges because, based on years of positive experiences, we know that they will exceed our clientss high expectations.”

The Escrow Group, California

Exchange Resources, Inc.
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2020-03-20T00:33:32+00:00

The Escrow Group, California

“As the owner of a large escrow company, it is essential to us that our clients receive the professional and courteous help they need to successfully complete a §1031 exchange. We consistently refer our clients to Exchange Resources, Inc. for assistance with their exchanges because, based on years of positive experiences, we know that they will exceed our clientss high expectations.”

Sharon C.

“It was a pleasure working with your courteous and responsive staff. This was my very first exchange and I thank you for making the §1031 exchange process smooth and understandable.”

Texas

Exchange Resources, Inc.
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2020-03-20T00:43:09+00:00

Texas

“It was a pleasure working with your courteous and responsive staff. This was my very first exchange and I thank you for making the §1031 exchange process smooth and understandable.”

Denise L.

“Of the 50 or so homes I’ve bought and sold over the last 25 years, this transaction has probably been the one with the most problems. The one thing that has consistently gone right is the service I have gotten from Exchange Resources, Inc. Thank you so much for all your help and especially for being so fast acting when others have dropped the ball.”

Massachusetts

Exchange Resources, Inc.
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2020-03-20T00:29:35+00:00

Massachusetts

“Of the 50 or so homes I’ve bought and sold over the last 25 years, this transaction has probably been the one with the most problems. The one thing that has consistently gone right is the service I have gotten from Exchange Resources, Inc. Thank you so much for all your help and especially for being so fast acting when others have dropped the ball.”

Daniel M.

“Exchange Resources, Inc. consistently delivers trustworthy advice and exceptionally prompt and professional handling of our §1031 exchange needs.”

New York Metropolitan Life Insurance Company, New York

Exchange Resources, Inc.
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2020-03-20T00:44:09+00:00

New York Metropolitan Life Insurance Company, New York

“Exchange Resources, Inc. consistently delivers trustworthy advice and exceptionally prompt and professional handling of our §1031 exchange needs.”
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Exchange Resources, Inc.

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