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1031 Exchange Services

Through Innovative Exchange Services, we provide clients access to 1031 exchange services supported by Exchange Manager ProSM, the patented 1031 exchange workflow technology, and one of the nation’s leading Qualified Intermediaries. Clients leveraging Innovative Exchange Services for their 1031 Exchanges benefit from a seamless and transparent transaction by keeping more of their real estate transactions under the same roof.

Benefits of Innovative Exchange Services:

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In-House Coordination:

We help coordinate the 1031 exchange through our team, reducing friction and increasing efficiencies.

Software Workflow:

Patented 1031 software, Exchange Manager ProSM, keeps clients and advisors informed of transaction timelines, funds available, and other pertinent information throughout the 1031 exchange.

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1031 Exchange Expertise:

Innovative Exchange Services provides access to Subject Matter Expert Attorneys and Certified Exchange Specialists® (CES®).

Security of Funds:

Have confidence in the security of your exchange funds with our coverage including: $50 million Fidelity Bond, $25 million Errors & Omissions, and $15 Cyber Liability.

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What is a 1031 Exchange?

A 1031 Exchange is a tax deferral tool that allows the seller of qualifying real property to defer taxes on their transaction including Capital Gains, Depreciation Recapture, and Net Investment Income Tax so long as the proceeds from the sale are used to acquire other qualifying, real property.

Multiple requirements must be adhered to for a valid
1031 Exchange.

Have questions?

Do not hesitate to contact us with any questions or inquiries about our 1031 Exchange Services; we're here to provide you with expert guidance and assistance throughout the process.

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