Platform
We're reimagining the 1031 exchange.
Planning
Plan for your property
Use data from your own properties to to understand your tax situation including basis, capital gains, and depreciation recapture. Make a decision based on your own investments, not a generic calculator.
Transaction
Guidance throughout the process
We are a team of devoted CPAs, EAs, and attorneys commited to helping you execute your 1031 exchange like a pro. Our number one goal is to ensure that your capital gains are deferred, not realized.
AI
Tech-enabled 1031s
We're putting more tools at your fingertips than ever before. Prefer a human touch? We've got that too.
All Types
For all types of 1031s
Foward exchanges, reverse exchanges, build-to-suits - we can handle the most complex 1031s. Want to talk to an expert before jumping in? Let's schedule a call.
United States
We cover the entire US
State-specific knowledge is hard to come by, but not for us. Our team has decades of experience and is ready to handle the nuance of your local transaction.
Security
Security of your funds is paramount.
Professional
Funds are held in segregated, secure bank accounts
Your funds are held in separate bank accounts with national financial institutions. Your money is always your money. Security is organizational.
Expertise
True industry expertise
We are a diverse team of CPAs, attorneys, EAs, and Certified Exchange Specialists® (CES®). Security is our profession.
Communication
Secure processing
We use a patented 1031 exchange system, Exchange Manager Pro™ to ensure seamless and secure communication. Security is by design.
Bonded and Insured
With our coverages, you can rest easy
With our industry partners, we are backed by a $50M fidelity bond, a $25M errors and omissions insurance policy, and $15M cyber liability policy. Security is guaranteed.
1031 Prime in partnership with Accruit