The role of the qualified intermediary (QI) in the transaction is to hold the funds from the relinquished property in escrow while you locate and decide which replacement property you would like to purchase. The QI will provide the exchange agreement, naming documents and assignment of replacement property forms to make your exchange easy to complete.

Whether you choose to complete your 1031 exchange with a sole owner real estate property, a TIC investment or a royalty interest in oil and gas you will need to work with a QI to complete the exchange. We work with the top QI’s in the industry to simplify the process and make it painless to complete your 1031 exchange.

Need help finding a qualified intermediary to hold your exchange funds? Here are a few that we recommend:

1031 Corporation www.1031cpas.com
IPX 1031 www.ipx1031.com
Asset Preservation Inc. www.apiexchange.com

*Always consult with your tax advisor before making any investment related decisions.

This material does not constitute an offer to buy or sell any security. Such offers can only be made through a private placement memorandum or prospectus.
There are significant risks associated with 1031 Tenant in Common investments. Please consult with your tax or legal professional if considering a 1031 investment. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) MemberMember FINRA/SIPC.
OSJ Office: 701 Tama Street, Marion, IA 52302. 1-800-356-5234 Alta Exchange Group is not affiliated with BFCFS.

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