Asset focus
Challenges
- Selecting a disqualified party as Qualified Intermediary, even unintentionally, can void the exchange entirely
- Investors sometimes engage a Qualified Intermediary too late, after already receiving sale proceeds directly
- Poor communication between the Qualified Intermediary and other transaction parties can cause missed deadlines
What we deliver
- A plain language explainer of the Qualified Intermediary's statutory role and disqualification rules
- A coordination checklist for engaging a Qualified Intermediary before your relinquished property closes
- Ongoing liaison support between your Qualified Intermediary, escrow, and lender through closing
Related services
Find replacement properties for your 1031 exchange
Understand how federal capital gains tax applies when you sell a rental
Understand the stepped up basis rule for inherited real estate
Understand the structures investors use to earn passive income from real estate
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.