The Hidden Risks of Using Unregulated 1031 Exchange Qualified Intermediaries

The Hidden Risks of Using Unregulated 1031 Exchange Qualified Intermediaries

Download as PDF When investors structure a 1031 exchange, they entrust a qualified intermediary (QI), sometimes referred to as an accommodator or facilitator, with the net proceeds from the sale of their relinquished property. This financial transfer often represents a significant portion of an investor’s life savings. Investors assume the entities holding their millions are […]

Choosing the Right Qualified Intermediary: Key Factors to Consider to Safeguard Your Funds

Choosing the Right Qualified Intermediary: Key Factors to Consider to Safeguard Your Funds

DOWNLOAD THE PDF The sale of rental, investment or business use real estate is often one of the largest financial transactions an investor will undertake. When investors choose to structure their sale as a 1031 exchange to defer the payment of capital gain taxes, they entrust their net proceeds from the sale of their relinquished […]

Qualified Intermediaries Are Not Created Equal

Qualified Intermediaries Are Not Created Equal

Download full PDF here One of the common misconceptions is that 1031 exchange qualified intermediaries, also known as accommodators or facilitators, are all the same. However, qualified intermediaries are not created equal, and the differences are significant. Did you know the 1031 exchange qualified intermediary industry has no licensing body or regulatory authority to provide […]