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. ERI enjoys a successful history of assisting investors in tapping the potential of one of the last available tax shelters: §1031 Tax-Deferred Exchanges. ERI has helped tens of thousands of investors, throughout the United States, its territories and abroad, increase their wealth by accessing the advantages of exchanges.
ERI’s professional staff brings decades of experi- ence to each transaction. Many of ERI’s adminis- trators have earned the distinction of Certified Exchange Specialists from the Federation of Exchange Accommodators.
ERI has attorneys on staff who provide personal- ized attention to complex issues and are available to discuss exchange matters with investors’ tax and legal advisors. ERI also provides information in Spanish.
ERI’s clients routinely range from individual investors with basic exchange needs to institutional investors with complex multi-million dollar exchanges. ERI has teams dedicated to each type of exchange to assure professional consideration of each client’s unique needs.
ERI appreciates the paramount importance of securing investor funds. Therefore, ERI provides several layers of protection to secure its investors’ funds by maintaining:
- Fidelity bond insurance coverage
- Errors and omissions insurance coverage
- A separate bank account for each investor