Qualified Intermediary Resources

Qual­i­fied Inter­me­di­aries occu­py a dis­tinct and essen­tial role in a delayed Sec­tion 1031 exchange. The QI facil­i­tates the exchange mechan­ics and helps pre­vent the tax­pay­er from receiv­ing or obtain­ing con­trol over exchange pro­ceeds.

This resource cen­ter focus­es on tim­ing, iden­ti­fi­ca­tion, exchange mechan­ics, pre-clos­ing coor­di­na­tion and the impor­tance of clear­ly sep­a­rat­ing the QI’s role from tax, legal, real estate and invest­ment advice.

Your exist­ing QI page already explains that the QI should gen­er­al­ly be select­ed before the relin­quished prop­er­ty clos­es and out­lines ques­tions involv­ing expe­ri­ence, safe­guard­ing funds, bank­ing, insur­ance, fees and pro­ce­dures.

Core resources

Qual­i­fied Inter­me­di­aries
Qual­i­fied Inter­me­di­aries Overview

1031 Exchange Tim­ing Rules — The Two Non-Nego­tiable Dead­lines
45-Day and 180-Day Tim­ing Rules

Chap­ter 4 — Behav­ioral Finance and the 45-Day Clock
Read Chap­ter 4

Chap­ter 5 — Why Investors Lose Nego­ti­at­ing Lever­age
Read Chap­ter 5

Chap­ter 14 — Deci­sion Matrix & Investor Check­lists
Read Chap­ter 14

The Value of a Coordinated Advisory Team

A Sec­tion 1031 exchange may involve tax, legal, real estate, exchange, secu­ri­ties, finan­cial-plan­ning and estate-plan­ning con­sid­er­a­tions. Each pro­fes­sion­al should remain with­in the scope of their respec­tive dis­ci­pline while com­mu­ni­cat­ing mate­r­i­al issues that may affect the investor’s over­all deci­sion.

Bet­ter coor­di­na­tion does not mean that every pro­fes­sion­al per­forms the same role. It means that impor­tant trade­offs are iden­ti­fied ear­ly enough for the investor to make an informed deci­sion.

Explore The Strate­gic 1031 Exchange

The Strate­gic 1031 Exchange — Exec­u­tive Ref­er­ence Guide

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