1031 GUIDE
This comprehensive tax deferred exchange guide will walk you through the 1031 process from beginning to end.
Learn MoreThe IRS requires that to complete a tax deferred exchange into an investment grade property interest in a Delaware Statutory Trust you must utilize the services of a Qualified Intermediary who can assist you by creating the proepr documentation and arranging a trust account for your exchange proceeds to flow through into the DST purchase.
The selection of a Qualified Intermediary as well as adherence to specific timing and property identification rules is critical to the success of your exchange. This is why we suggest you consider using our 1031 processing partner Fyntex to serve as your QI. Their 1031 expertise and processes are considered state of the art and their ability to provide you with 24/7 visibility into your entire transaction, as well as complete security of funds is unsurpassed.
This comprehensive tax deferred exchange guide will walk you through the 1031 process from beginning to end.
Learn MoreDo you have a quick 1031 exchange oriented question? Check here and you'll likely find your answer very easily.
Learn MoreHere are a handful of tried and true keys which experienced Exchangers always remember. Read about them.
Learn MoreHow you vest the title of your replacement property can be critical. Be sure you are safe! Try our Vesting Wizard here.
Learn MoreTax deferred exchange tutorial videos divided by subject matter.
As the preferred Qualified Intermediary partner of SVN Dunn Commercial, our goal is not to make you a 1031 exchange expert. That would frankly take too much time and take you away from creating compelling solutions for your clients. Rather, we want to become the 1031 expert on your team; supporting your efforts and assisting with client planning and questions as you close the deal.
So, if you'd like to arrange a brief Zoom videoconference, one of our 1031 Coordinators will be happy to answer all your questions and ensure that the exchange you are planning is both seamless and compliant.