THE LEADER IN §1031 EXCHANGES

Trusted | Secure | Independent

(877) 799-1031

To learn more about possible extensions and tax relief in Presidentially Declared Disaster regions please visit the IRS Tax Relief in Disaster Situations page via the link below. Please review the IRS Notices with your accountant to confirm if you qualify and notify your administrator if you are eligible.

Tax Relief in Disaster Situations | Internal Revenue Service

WHY CHOOSE ERI?

TIME-TESTED, READY TO SERVE.

Exchange Resources, Inc. was founded in 1999. Since then, we have experienced the ups and downs of the real estate market. We not only survived the financial crisis of 2007–08, but emerged stronger. ERI navigated the complex world of Covid-19, and are proud to say we were always there for our clients. We are still here today, ready to serve you.

SECURITY

We provide scrupulous and transparent structuring of separate FDIC-insured bank accounts for each client’s exchange. This transparency, combined with qualified attorneys on staff to ensure adherence to legal and technical requirements, provides for optimal safeguards and security.

RELIABILITY

CPAs, attorneys, financial planners, real estate agents and escrow officers from all
over the nation rely on us to educate them on 1031 Exchanges. These professionals, along with our clients, know they can rely on ERI any time with simple and complex 1031 exchange questions alike.

INTEGRITY

Since 1999, tens of thousands of people have put their trust in ERI to guide them through their 1031 exchange. We know that our clients and partners rely on our straightforward and impartial advice. We do not take any of that for granted, and commit ourselves to continue earning your trust everyday.

Choosing the best Intermediary

An investor should be selective in choosing a Qualified Intermediary (“QI”). Choosing a professional QI with financial strength is paramount to a successful exchange.

Your Exchange Expert

ERI is one of the largest independent QI’s in the nation having served tens of thousands of individual and institutional investors across the country and abroad. ERI enjoys a successful history of assisting investors in realizing the advantages of 1031 exchanges.

ERI’s Financial Strength

ERI appreciates the paramount importance of securing investors funds and does so by maintaining:

▲ Fidelity bond insurance coverage
▲ Errors and omissions insurance coverage
▲ A separate bank account for each investor

A §1031 tax-deferred exchange

is a transaction which permits an investor to defer the payment of capital gains tax by “exchanging” investment property owned by an investor (“relinquished property”) for another investment property (“replacement property”) of equal or greater value.

The most common type of exchange is a delayed or straightforward exchange. By properly effectuating an exchange, the investor is able to defer the realization of capital gains as well as the recapture of depreciation.

Delayed Exchange

A delayed exchange is the most common type of exchange. Certain IRS requirements must be met to structure a delayed exchange.

Simultaneous Exchange

This type of exchange occurs when the relinquished property and the replacement property are transferred concurrently.

Build-to-Suit Exchange

An investor may choose to improve a replacement property by building a structure or making improvements to an existing structure on the property.

Reverse Exchange

Reverse exchanges are the most complex type of exchange. Such an exchange permits the investor to acquire their replacement property before the relinquished property is sold.

More than

SUCCESSFUL 1031 EXCHANGES

More than

DOLLARS IN EXCHANGE FUNDS

Client Testimonials

Monique
You are the best…thank you for everything you are doing 😊

- Steven

I would like to thank Exchange Resources and the team and in particular Debbie Bannister, Meredith Collins and Cynthia Solis for doing an excellent job in getting this done. My questions were answered promptly and concerns addressed quickly. Funds sent on time.

- Amin

To all,
I don't need to tell you that a 1031 exercise is not easy!!
For success it definitely requires a team effort by dedicated, professional people who remain motivated throughout simply to get the job done.
It's been my pleasure to have had all of you be part of my team. Thank you for everything!!!

- Jim

You guys truly make our lives much better. We’ve done business with your company since 1999 and always had such great service. THANK YOU!

- Becky

I very much appreciate the support I’ve received from Kayla and her team, in navigating this process. This guidance has been very critical to me, realtors and lenders in the Seattle market do not appear to have much working knowledge of the 1031 Exchange.

Based on my experience to date, I would highly recommend Exchange Resources to my agents and bank if they ever have a need for a 1031 service for their clients.

- Frank

Read all the Testimonials >>

Unlock Your Property Investment Success with Expert Strategies!

Are you ready to elevate your property investment game? Dive into our latest blog post where we unveil expert strategies for mastering delayed exchange property selection. Whether you're a seasoned investor or just starting, these insights can shape your success.