QUALIFIED INTERMEDIARY

What is a Qualified Intermediary?


A Qualified Intermediary, often referred to as an Accommodator or Exchange Facilitator, plays a crucial role by handling proceeds and closings between real estate properties for Like-Kind Exchanges Under Internal Revenue Code Section for capital gains and depreciation recapture deferral. They report and adhere to the specific regulations outlined in the Tax Code while collaborating with the taxpayer executing the exchange. The Qualified Intermediary serves as an impartial third-party escrow agent during these transactions while documenting timelines, proceeds, and property values before issuing a final report to the taxpayer to be used to complete their Form 8824 on their federal income tax return.

Qualified Intermediaries can vary in size, from large firms to small offices, and they may operate independently or have affiliations with title companies or brokerage houses. Some Qualified Intermediaries send packets of documents for the taxpayer to fill out manually, while others offer the convenience of electronic exchange documentation. Their services range from handling various types of exchanges, such as reverse exchanges and build-to-suit exchanges, to specializing in forward/delayed and simultaneous exchanges. The pricing, level of support, and communication provided to clients during the exchange process can differ among Qualified Intermediaries.

At American Exchange Advisors, we assist clients in selecting the appropriate Qualified Intermediary by comprehending the unique requirements of their exchange. By understanding the nature of the taxpayer's needs, we connect them with the most suitable Exchange Facilitator that aligns with their specific circumstances. Alternatively, our Advisors can seamlessly collaborate with an existing Qualified Intermediary if required. This collaboration ensures a seamless exchange process, meeting taxpayer requirements and adhering to deadlines effectively.

What is an Exchange Advisor?


In the domain of exchangeable options like DST (Delaware Statutory Trust), TIC (Tenant in Common), UPREIT (721 Exchange), Oil & Gas Royalties, and the complexities of State Dependent Real Estate and Tax laws, including Internal Revenue Code Section 1031, partnering with an independent advisor well-versed in these intricacies is essential.

Through our expertise, diverse range of available opportunities, and precise adherence to timelines, American Exchange Advisors empowers your success by harmonizing with your investment strategy and objectives. We understand the significance of engaging an independent and adaptable 1031 Exchange advisor who caters to distinctive exchange requirements and ambitions. Our dedication revolves around granting you the freedom and alternatives necessary to complete your 1031 exchange and preserve you equity.

Reach out to us to explore the complete spectrum of possibilities and tailor your 1031 Exchange for Optimal Success.

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Unlock the opportunity to defer capital gains tax and optimize your real estate investments. Our experts are here to answer your questions, clarify doubts, and guide you through the process.

Start a conversation by submitting any question you might have. Your questions matter, and we're here to help you make informed decisions about your financial future.

Don't miss out on the chance to explore the benefits of a 1031 exchange with a trusted Qualified Intermediary. Let's get your questions answered and your investment journey on the right track

Office: Atlanta, Georgia

Call 470-387-1031

Email:nathan@aea1031.com

Site: www.aea1031.com

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