1031 Exchange Service

Here at Q-Exchange, we offer a $99* 1031 accommodation service and a backup plan in case the deadlines are not met for your 1031 exchange. Our primary backup solution involves an Installment Sale Trust; however, we have more alternatives such as CRTs, DSTs, REITs, etc.

The sale of an investment asset can create a large tax liability. A properly structured tax-deferred exchange under Internal Revenue Code §1031 allows businesses and individuals to defer the recognition of capital gains and other taxes associated with the sale, as long as new assets are purchased to replace the relinquished assets. In general, most 1031 Exchanges are structured as real property (real estate) exchanges.

To benefit from a 1031 Exchange, the property must have been held by the client for productive use in a trade or business, or for investment purposes. The property must also be exchanged for a like-kind replacement property that will be held for similar purposes. With several restrictions, exchanges allow the sale and purchase of a property with no significant changes to the terms of the sale and purchase agreements. By utilizing a 1031 Exchange, clients can maximize their capital by deferring the taxes that would otherwise be incurred on an outright sale of their property and use the entire amount of the equity from the 1031 Exchange to acquire substantially more replacement property. Properly structured, a 1031 Exchange becomes an invaluable tax savings and wealth preservation tool.

However, it's important to have a backup plan in case the 1031 Exchange fails. This is where an Installment Sale Trust (IST) can be incredibly beneficial. An IST allows you to defer taxes by spreading out the payment over several years, which can be especially useful if your exchange falls through or cannot be completed within the required timeframe. By setting up an Installment Sale Trust, you ensure that you still have a tax-deferral strategy in place, protecting your financial interests and providing flexibility in managing your assets.

For more information regarding a 1031 Exchange and how to properly structure your next transaction, please contact at +1 844-636-6312 . Discuss the option of an Installment Sale Trust with one of our financial advisors to ensure you have a robust backup plan in place.

When selecting a Qualified Intermediary to assist you in your next 1031 Exchange transaction, choose an accommodator that fits your needs, who offers the highest level of security, expertise, and service to their clients. There are many different types of exchanges available to investors, each with their own specific requirements and limitations. Having a knowledgeable partner and a backup strategy can make a significant difference in successfully managing your investments and maintaining tax deferral.

  • *$99 1031 exchange is dependent on 1031 exchange size.

Ready to Start your Tax-Deferral Journey?

Schedule a 15-minute phone call for further questions or getting started.

Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell insurance, annuities, securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration or licensing exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.