Qualified 1031 Intermediary Services for a Stress-Free Process
Get Started Today
Nationwide 1031 Intermediary Services You Can Trust
Get Started Today
Qualified 1031 Intermediary Services for a Stress-Free Process
Get Started Today
Nationwide 1031 Intermediary Services You Can Trust
Get Started Today
Why Do You Need a Qualified Intermediary (QI)?
A Qualified Intermediary (QI) is essential to completing a 1031 exchange. Without a 1031 QI, your transaction is deemed a taxable sale, and you forfeit the opportunity to defer costly capital gains taxes.
The IRS requires the taxpayer (also known as the “Exchanger”) hire a 1031 Qualified Intermediary to take temporary possession of the sale proceeds. The 1031 QI acts as a neutral third party, facilitating both the sale of the relinquished property and the purchase of the replacement—ensuring you never directly handle the funds.
What does a 1031 Qualified Intermediary Do?
Receives and holds the sale proceeds from
your relinquished property in a secure, segregated escrow account.
Prepares and manages all necessary exchange documentation, including the Exchange Agreement and Assignment Notices.
Coordinates both the relinquished sale and replacement purchase.
Transfers funds toward the replacement property on your behalf, without ever placing them in your direct control.
Advises on timelines to help you meet IRS deadlines, including the 45-day identification and 180-day closing periods.
A QI’s role is to protect your tax-deferred status while managing the logistics of your exchange.
It’s a legal requirement and your safeguard in a complex process.
Why Choose Us as Your 1031 Qualified Intermediary
Compliant with IRS Guidelines
We strictly follow the Regulations to ensure your exchange meets all legal requirements.
Fast & Secure Escrow Handling
Exchange funds are held in segregated, insured escrow accounts ensuring total transparency and safety.
Experienced Exchange Coordinators
Our team has helped navigate complex exchanges, including Delayed, Reverse, and Improvement exchanges.
Nationwide Service
1031 Qualified Intermediary is nationally recognized with a presence in all 50 states.
Trusted 1031 Exchange Experts
Exchange-X is a trusted Qualified Intermediary specializing in IRS-compliant 1031 tax-deferred exchanges, helping real estate investors sell investment properties and reinvest into like-kind assets while deferring capital gains taxes. From straightforward residential transactions to complex commercial exchanges, our expert team collaborates closely with you and your advisors to ensure a seamless, secure, and fully compliant process. With a strong reputation built on deep industry knowledge, financial integrity, and personalized support, Exchange-X is your reliable partner for maximizing investment growth through 1031 strategies.
Types of 1031 Exchanges We Offer
Not all 1031 Exchanges are the same. Discover the right 1031 Exchange structure for your next move.
Delayed Exchange
Sell First, Buy Later
This is the most common type of 1031 Exchange. Sell your investment property first, then identify and acquire a replacement property. 1031 QI ensures every step is handled securely and in full compliance.
Reverse Exchange
Buy First, Sell Later
A reverse exchange allows you to purchase a replacement property first, then sell the relinquished one later. We structure this complex process with precision to keep your transaction compliant and protected.
Improvement Exchange
Use Exchange Funds to Improve Property
Also known as a Build-to-Suit Exchange, this option allows you to reinvest proceeds into improvements on a replacement property. Whether you’re adding value through construction or renovation, we help you stay compliant while maximizing your reinvestment potential.
Multi-Asset / Portfolio Exchanges
Use Exchange Funds to Improve Property
A Multi-Asset or Portfolio 1031 Exchange involves the sale and/or purchase of multiple properties within a single exchange transaction. These exchanges can be more complex than standard one-to-one exchanges, requiring detailed coordination, strict timeline tracking, and careful structuring to stay compliant with IRS rules.
Property Types
Commercial
Industrial
Agriculture
Mixed Use
Retail
Office
Rental and Vacation Homes
Hotels
Multifamily
Property Types
Commercial
Industrial
Agriculture
Mixed Use
Retail
Office
Rental and Vacation Homes
Hotels and Hospitality
Multifamily
Get Answers. Stay Compliant. Exchange with Confidence.
A 1031 Exchange is a powerful tool but only if done right. During your free consultation, our Qualified Intermediary expert will answer all your questions, explain the process clearly, and help you understand your next steps.
Whether you’re selling one property or multiple, we’ll guide you through the compliance requirements, critical timelines, and safe handling of funds.
You’ll learn
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How to successfully navigate a 1031 Exchange -
How to avoid costly IRS disqualifications -
What exchange structure best suits you -
How we securely manage your proceeds -
How to protect your gains
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Read MoreFrequently Asked Questions
A: A 1031 Exchange, also called a like-kind exchange, allows a taxpayer to defer capital gains taxes on the sale of a business or investment property (relinquished property) by reinvesting the proceeds into another qualifying business or investment property (replacement property) of a “like-kind.” The tax is deferred, not eliminated.
Want to learn more?
Schedule a free consultation with our team today to learn more.
Who is a 1031 Qualified Intermediary?
A: 1031 Qualified Intermediary (or Exchange Facilitator) acts as a neutral third party to facilitate the exchange. The QI is necessary to prevent the taxpayer from having actual or constructive receipt of the sale proceeds, which would disqualify the exchange and make the sale immediately taxable. The QI holds the funds from the sale and coordinates the transaction on behalf of the exchanger.
Do I need a Qualified Intermediary to do a 1031 Exchange?
A: Yes. IRS regulations require the use of a third-party Qualified Intermediary to ensure the exchanger does not take possession of the sale proceeds.
What is "Like-Kind" in a 1031 Exchange?
A: In 1031 exchanges, the term “like-kind” is broadly interpreted. “Like-kind” pertains to real property, regardless of its use. For example, you can exchange a rental home for vacant land or a commercial building. Consult with a 1031 Qualified Intermediary advisor for more details.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What are the 1031 Exchange identification rules?
A: The IRS has three rules for identification:
1. Three-Property Rule: You can identify up to three properties regardless of their fair market value.
2. 200% Rule: You can identify more than three properties, provided their aggregate fair market value doesn’t exceed 200% of the relinquished property’s value.
3. 95% Rule: You can identify an unlimited number of properties, but you must acquire at least 95% of the total fair market value of all identified properties.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What is the 45-day identification period?
A: IRS regulations require the exchanger identify replacement property (or properties) 45 calendar days from the sale of the relinquished property. A formal document must be signed and submitted by midnight of the 45th day.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What happens if I miss the 45-day identification period?
A: The exchange becomes invalid, and the gain becomes taxable. There are no extensions except in federally declared disasters.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What is the 180-day closing date?
A: IRS regulations require the exchanger close on the replacement property (or properties) within 180 calendar days from the sale of the relinquished property. There are no exceptions to this deadline and could result in a failed exchange.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What happens if I miss the 180-Day Closing Deadline?
A: The exchange becomes invalid, and the gain becomes taxable. There are no extensions except in federally declared disasters.
Want to learn more?
Schedule a free consultation with our team today to learn more.
How much do I need to reinvest to defer all taxes??
A: To defer all capital gains tax, you must purchase a replacement property that is of equal or greater value than the relinquished property, and you must reinvest all of the net equity/cash proceeds. You must also have equal or greater debt on the replacement property, or offset the debt reduction with new cash equity.
Want to learn more?
Schedule a free consultation with our team today to learn more.
What types of properties qualify for a 1031 exchange?
A: Any real property held for business or investment purposes—including land, rental homes, commercial buildings, and more. Personal residences do not qualify.
Do I earn interest on my 1031 Exchange funds while they’re held?
A: Yes. Your exchange proceeds are placed in secure, interest-bearing escrow accounts, and in many cases, you may be eligible to receive a portion of the interest earned during the exchange period. This benefit is typically reserved for large-scale or institutional investors—but we make it accessible for individual exchangers too.
Want to know how it works in your case?
Schedule a free consultation with our team today to learn more.
What is leftover "boot" from a property sale?
A: Boot is non-like-kind property or cash received by the taxpayer in the exchange. The most common forms are cash boot (any net cash proceeds not reinvested) or mortgage boot (receiving less debt on the replacement property than was paid off on the relinquished property). Boot is taxable to the extent of any realized gain on the sale.
Want to learn more?
Schedule a free consultation with our team today to learn more.
Can I sell a single property and buy multiple properties, or vice-versa?
A: Yes. You can exchange one relinquished property for multiple replacement properties (or vice-versa), as long as you comply with the identification and valuation rules. This is often done for purposes of diversification or consolidation.
Want to learn more?
Schedule a free consultation with our team today to learn more.
Is a 1031 Exchange a tax-free event?
A: No, a 1031 Exchange is tax-deferred, not tax-free. The capital gains are simply postponed until a future taxable event, such as when the replacement property is eventually sold without another exchange. However, if the investor holds the replacement property until death, the deferred gain may be permanently eliminated through a step-up in basis for their heirs.
Want to learn more?
Schedule a free consultation with our team today to learn more.