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Custom Exchange Solutions

With custom 1031 solutions, 1031X takes your exchange strategy to the next level. Explore our consultant and qualified intermediary services for complex exchange needs that go beyond the tax code.

Personalized guidance for your exchange solution

As an investor, you already understand the benefits of a 1031 exchange, but what if you have bigger ideas in mind? As your consultant and qualified intermediary, we can guide you through custom exchange and portfolio management. Leverage our decades of experience and transform your 1031 strategy with our know-how.

Exchange solutions for custom scenarios

Our custom exchange services acknowledge that your approach to investing may be a little more than by the book. You might know the rules of a 1031 exchange by heart, but you need insight from a professional to achieve bigger goals. Our personalized 1031 exchange solutions cover four key areas.

Multiple taxpayers with different goals

Many investors own properties with other investors. Whether you're involved in a partnership or a multi-person group, it can be challenging to balance everyone's goals throughout the exchange. With 1031X as your consultant, we can help you balance every investor's objectives to make decisions that benefit everyone.

Stringing exchanges together across time

When you're thinking long term, your investment strategy might encompass several exchanges over time. The good news is that, if used correctly, the IRS won't limit you on how many exchanges you can perform.

The 1031X exchange platform ensures you remain compliant so you can plan as far ahead as you want. We build a long-term plan based on your goals for an ideal estate-planning solution that helps you develop multi-generational wealth.

Foreign exchange

One of the limitations on a 1031 exchange is transferring a domestic property for a foreign property, or vice versa. However, you are permitted to exchange foreign property for another foreign property.

Have your sights on a European apartment complex? A commercial property in Central America? Make the exchange possible with 1031X.

Program clients

We're more than one-time consultants — we're lifelong partners. Our custom 1031 solutions extend to businesses of all sizes, so you can see the value of our support year after year.

If your business or practice deals with real estate investors, 1031X will work with you to develop the perfect complimentary service so that your clients can enjoy all of the tax advantages that come with 1031 exchange.

Why should you work with 1031X?

As an investor, you already understand the benefits of a 1031 exchange, but what if you have bigger ideas in mind? As your consultant and qualified intermediary, we can guide you through custom exchange and portfolio management. Leverage our decades of experience and transform your 1031 strategy with our know-how.

  • Individualized attention: You deserve close attention to your investment goals, and we provide it. For every custom solution, you get to work with a designated Exchange Officer on our team. Turn to them with any questions at any time.
  • Automated processes: A 1031 exchange involves a lot of paperwork, and we want to make it easy on you. With our fully automated, paperless process, you can handle administrative tasks in half the time. With blockchain-powered data encryption and top-end fraud protection, your documents are safe and secure.
  • Client portal: Stay connected to your exchanges at all times through the client portal. View and sign documents, identify replacement properties, and chat with your Exchange Officer.
  • Industry connections: The 1031X team has been in the field for decades. With this experience, we’ve built connections with some of the leading advisors, accountants, brokers, and more in the real estate industry. We’re ready to connect you with people who make a difference in your strategy.