1031 CONCIERGE

ENSURE THAT YOUR 1031

IS SAFE & SECURE

TRUE DATA AND FUNDS SECURITY
LET US BE YOUR

1031 CONCIERGE

FULLY ENCRYPTED 101 PROCESSING

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Optimizing Your Exchanger Experience

It has never been more important that you ensure that your upcoming Section 1031 exchange is informed by experts, planned appropriately, and executed flawlessly. Let's be honest, you've worked too hard to create the equity that you have. You owe it to yourself to warrant that your personal data, transactional logistics, and your exchange funds are fully secured at all times and your exchange is facilitated within a fully encrypted 1031 processing environment. .

Expert 1031 Planning

Our team of exchange, and tax experts are always available to answer your questions and walk through your 1031 with you. Schedule a brief Zoom video conference at your convenience.

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Personal Data Security

Your personal data has never been more at risk, even in a 101 exchange. Let us show you how you can sure that your transactional and personal information can be safe at all times.

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Absolute Funds Security

Many 1031 Qualifiied Intermediaries are content to commingle your with others. We'll refer you to a QI who creates a trust account in your name and with your tax ID number.

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Encrypted 1031 Processing

The only way to know your personal and transactional data is truly safe is to have your exchange facilitated within a fully encrypted environment. We'll showt it to you.

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24/7 Exchange Visibility

Having timely access to your exchange documents and your funds activity is central to streamlining your 1031 exchange. We always insist upon 24/7 visibility for our clients.

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1031 Replacement Properties

An interesting trend within 1031 exchanging is the growth of Exchanger's acquiring interests in professionally managed institutional properties. We can provide you with access.

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A Note for Every Exchanger! Every investment property owner already knows that we all operate within a compromised digital environment where safeguards are required to ensure that your personal as well as transactional data is always kept secure. We were recently reminded that this reality extends to every tax deferred exchange transaction as well, when the two largest title company owned Qualified Intermediaries were closed down for a short period due to a ransomware attack. This caused incredible havoc, with some Exchangers being unable to complete their 1031's within their 180 day exchange period and having to report a taxable event rather than a tax free transaction. Therefore, insist that your QI takes the security of your personal data as seriously as you do!