Why It Pays to Use a Qualified Intermediary With a CPA and Attorney on Staff
Most 1031 exchange mistakes happen in the details: entity issues, related-party rules, boot and identification. Here’s why working with a qualified intermediary that has an attorney and a CPA on the team can help you catch problems before closing.
Choosing a Qualified Intermediary for Apartment Building Exchanges Over $5 Million
Large multifamily exchanges bring bigger dollars, more lenders and tighter closings. What to ask a qualified intermediary before trusting them with an eight-figure exchange, including how funds are held, insured and wired.
Looking for a QI That Handles Reverse 1031 Exchanges in Texas?
Found the right replacement property before your current one sells? A reverse exchange lets you buy first by parking the property with an exchange accommodation titleholder. Here’s how reverse exchanges work in Texas and what to look for in a QI.
First American Exchange Company vs. Accruit: How to Compare 1031 Exchange Providers
First American Exchange Company is part of First American Financial, and Accruit is an independent national qualified intermediary. Rather than picking a winner, this guide covers the questions to ask any QI about fees, fund security, experience and service.
Asset Preservation, Inc. vs. IPX1031: What to Look for When Comparing QIs
Asset Preservation, Inc. is a Stewart company, and IPX1031 is part of Fidelity National Financial. Both are large national QIs. Here’s a neutral checklist for comparing qualified intermediaries, and when a smaller, specialized team may be the better fit.