Services

A Closer Look at Our 1031 Exchange Services

QI Services

We are a qualified intermediary that knows the ins and outs of Section 1031 of the Internal Revenue Code (IRC). As your QI, we will:

  • Draft your exchange documents
  • Provide strategic guidance as you complete your exchange
  • Secure your funds during your exchange
  • And more

Our QI services are backed by our team of friendly, knowledgeable professionals. We make sure your 1031 exchange is handled with precision and care. Plus, we can answer any 1031 exchange questions you have and help you get the most value out of your exchange.

Deferred Exchange Services

Most 1031 exchanges are classified as deferred transactions. This type of exchange begins with a taxpayer selling the relinquished property and then acquiring the replacement property within the mandated timelines. With our deferred exchange services, we hold the proceeds of your relinquished property sale and coordinate your 1031 exchange. Our staff keeps the exchange process on track and ensures it’s completed in alignment with IRS regulations.

Reverse Exchange Services

If you need to buy a replacement investment property before you sell your current property, Banker Exchange can help. In this scenario, we can guide you through a reverse exchange. With this exchange, your replacement property is put into “park” until your relinquished property is sold.

Our reverse exchange services are delivered through our affiliate BEX Properties, LLC. We ensure that your replacement property remains intact while you sell your relinquished property. During this time, you can be assured that your replacement property is safe and secure.

Improvement Exchange Services

You may find a replacement investment property that you want to renovate or rebuild. If this happens, you should consider an improvement exchange. Using this type of exchange gives you up to 180 days to complete a construction project at your replacement property using exchange proceeds.

Our improvement exchange services make it easy to get your construction project off the ground. We work closely with our clients completing projects within 1031 regulations.

Explore Our 1031 Exchange Services

Not all 1031 exchanges are created equal. An experienced, qualified intermediary can offer insights into the complexities of 1031 exchanges. For more information about our services or to speak with a member of our team, please contact us today.

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