1031 Exchange Companies (2024)

Founded in 2000 and acquired by Inspira Financial in 2023, Accruit is a leading full service Qualified Intermediary and Exchange Accommodation Titleholder, as well as the developer of the industry’s only patented 1031 Exchange technology.

• Extensive experience structuring and facilitating complex ag-related 1031 Exchanges, including mixed-use, easem*nts, permits, and rights to land.
•Developer of patented 1031 exchange workflow technology, Exchange Manager ProSM, which allows for modern, seamless electronic execution of exchange documents reducing the need for printing, scanning, and shuffling documents
• $50 million Fidelity bond, $25 million Errors & Omissions, and $15 million Cyber Liability
• Client funds held in segregated accounts at top-rated financial institutions
• Board & Committee member of the Federation of Exchange Accommodators (FEA)

Not rated yet

ReSure, LLC strives to empower real estate investors by being a trusted guide to tax and financial tools. We focus on investor education and provide powerful investor tax and financial tools: self-directed retirement accounts, 1031 Exchange, Cost Segregation, along with investor-centric life insurance.

For self-directed retirement account investing, ReSure delivers a variety of tax-advantaged vehicles to achieve results, including checkbook-control IRAs, Solo 401(k)s, Defined Benefit, Cash Balance Plans, and many other tax-favored Qualified Retirement Plans (QRPs).

We possess the experience and credentials to provide unbiased advice regarding business and personal finance. With our principal having an extensive background in management-consulting, due diligence, financial analysis, forensic accounting, alternative investments, asset-based lending, and captive insurance, we have a broad-based foundation.

Whether your contemplating real estate, private lending, asset-based lending (ABL) , merchant cash advance (MCA), litigation finance, viatical or life settlements, hard money loans, or any other investment - we can help you incorporate some tax alpha.

Not rated yet

Cindy Pham is the South Texas and Louisiana Division Manager with Asset Preservation, Inc. Prior to joining Asset Preservation, Cindy was a commercial broker at Transwestern and has been in the real estate industry for 18+ years.

She has been a licensed real estate broker in Texas since 2003, is an active member of the Certified Commercial Investment Member (CCIM), the International Council of Shopping Centers (ICSC) and Commercial Real Estate for Women (CREW) in Houston.

Cindy has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions, having participated in thousands of closings during her many years working in the real estate industry.

Cindy focuses on educating and servicing investors, attorneys, real estate brokers, agents, accountants, and financial advisors throughout South Texas and Louisiana. She is a Texas Real Estate Commission CE instructor and has taught and presented to many different real estate associations, boards, councils, and brokerages throughout Texas and Louisiana.

Her exchange presentations are practical, thorough, and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies. Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 qualified intermediary and is efficiently handling exchanges throughout the country.

Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national qualified intermediaries in the United States and has successfully completed over 180,000 1031 exchanges throughout the nation.

Cindy is a CCIM designee and holds a bachelor’s degree in Business Administration from The University of Houston, The C.T. Bauer College of Business.

Not rated yet

Raymond L. Liebman, Esq., CPA, is a highly respected and accomplished legal professional who brings a wealth of experience to the fields of law and finance. With an impressive career spanning over five decades, he has established himself as a prominent practicing attorney specializing in real estate and business transactions.

Mr. Liebman’s expertise is widely acknowledged, as evidenced by his extensive track record of delivering informative seminars to fellow attorneys, certified public accountants, and realtors. His focus lies in imparting in-depth knowledge on the intricate art of structuring real estate transactions to align with the stringent requirements set forth in the Internal Revenue Code Section 1031.

Beyond his role as an esteemed attorney, Mr. Liebman has played diverse roles, acting as both an attorney and a qualified intermediary, in multimillion-dollar real estate exchanges nationwide. His versatility and astute understanding of complex transactions have earned him widespread acclaim and success throughout the country.

Since 1988, Mr. Liebman has held the esteemed position of Chairman of the Richmond County Bar Association Committee on Taxation, where he continues to provide invaluable leadership and guidance. Additionally, he has garnered recognition for his engaging continuing legal education (CLE) seminars, where he delves into various pertinent topics with great passion and expertise.

Adding to his extensive portfolio, Mr. Liebman serves as a faculty member at the esteemed Academy for Professional Education. Through his extensive lecturing engagements across the nation, he consistently imparts knowledge and fosters professional growth within the legal and financial communities.

Not rated yet

Exeter 1031 Exchange Services, LLC is a leading national provider of 1031 Exchange services, including serving as Qualified Intermediary and/or Exchange Accommodation Titleholder for Forward (“Delayed”), Reverse, and Improvement 1031 Exchange strategies.

Exeter 1031 is one of the few Qualified Intermediaries that has any kind of government oversight. Exeter Trust Company is licensed, regulated and audited by the Wyoming Division of Banking.

Exeter works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 Exchange transactions.

Not rated yet

My name is Dave Foster and I’ve been using 1031 Exchanges as a cornerstone of my personal real estate investing for almost 25 years. My team can show you how this real estate investing solution can take things to the next level for you.

When you start taking advantage of the 1031 exchange provisions to defer the tax and leverage your capital and taxes to expand your investment portfolio, you’re keeping your own tax dollars working for your personal benefit.

I provide strategy, consulting and 1031 Exchange Qualified Intermediary services that have helped investors from around the world use these powerful tools to build their US portfolio, defer all taxes and comply with IRS requirements.

Whether you need help understanding your options, learning more about 1031 exchanges, or creating a strategy for your personal investing, I have the information, tools and Qualified Intermediary services that will help you achieve your goals while helping you minimize your taxes.

Not rated yet

As a leading national 1031 exchange company (qualified intermediary), Asset Preservation, Inc. is committed to providing its exchange customers with unmatched service and the highest level of security available in the 1031 exchange industry.

From the customer’s first contact with an API representative, API’s professional exchange counselors, attorneys and accountants work together to meet the customer’s service needs in order to ensure a smooth transaction with no surprises.

In the background, API management maintains tight financial controls and multi-layered security systems necessary to provide a level of comfort and the quality of performance relied on by sophisticated investors and Corporate America; we call it “The API Advantage™.”

Not rated yet

Founded in 1989, Chicago Deferred Exchange Company (CDEC) is one of the oldest and largest providers of Qualified Intermediary and Exchange Accommodation Titleholder services for investors looking to structure tax-deferred exchanges under IRC Section 1031.

Since 1989 CDEC has successfully facilitated more than 55,000 tax-deferred exchanges for corporate and individual taxpayers nationwide.

CDEC has commented before the IRS National Office on important industry issues and is a nationally recognized authority on Section 1031 Like-Kind Exchanges. CDEC applied for, and received, several Private Letter Rulings from the Internal Revenue Service (the Service), as well as rulings from the City of New York Department of Finance, the State of New Jersey and the District of Columbia.

Not rated yet

We are an experienced 1031 Exchange Intermediary in Los Angeles serving clients nationwide. As a Qualified Intermediary, we help investors looking to defer capital gains taxes while ensuring transactions abide by Section 1031 of the U.S. Internal Revenue Code.

We pride ourselves on providing secure, compliant and effortless 1031 exchange accommodation services. Our team has over 32 years experience specializing in the analysis, acquisition, management, brokerage and disposition of over $100M of commercial real estate.

This combination of proven business acumen, real estate knowledge and financial experience puts us in a unique position to offer sound guidance in handling 1031 Exchange transactions.

Not rated yet