About
Xchange Solutions
Xchange
Solutions is an independent 1031 exchange intermediary service,
founded in 1996 by Kevin Hereford to provide the most professional
and complete intermediary service in the industry.
Your facilitator
can help you with local and national exchanges. Offices are
located in San Jose, San Mateo and Santa Cruz, California,
Reno, Nevada and Seattle, Washington.
Xchange
Solutions is a member of the Federation of Exchange Accommodators,
the largest national professional association providing 1031
education.
Peace
of Mind
You can rely on the Xchange Solutions team: |
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Over
50 years of combined 1031 exchange experience from simple
to complex. |
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20
plus hours of tax code and related education per facilitator
every year. |
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• |
In-depth
knowledge of relevant sections of local, state and federal
tax codes. |
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• |
Fluent
with all types of 1031 exchanges. |
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One
of the few specialists nationwide in reverse and improvements
exchanges. |
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Experience
and knowledge from handling thousands of exchanges, available
free of charge to you, your accountant and your attorney. |
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Maintains
a $5,000,000 fidelity bond per exchange account for the
benefit of our exchangers. |
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Offers
a special bank withdrawal documentation that requires
the exchanger's signature before the funds can be withdrawn.
The tax code is written so the exchanger cannot have constructive
receipt of the funds. This document provides peace of
mind for exchangers. |
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• |
Offers
several options for the safe-keeping of your funds during
the transaction. |
| Advantages
of Using an Independent Intermediary |
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• |
There's
no risk of agency or related party issues which could
lead to the disallowance of the exchange. |
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We'll
work with the closing agent of your choice. |
Xchange
Solutions is a Qualified Intermediary meeting all of the "Safe
Harbor" requirements issued by the Treasury Department
and the Internal Revenue Service.
Expertise
Xchange Solutions facilitators teach over 100 professionally
accredited classes about 1031 exchanges to real estate agents
and accountants each year in California, Nevada and Washington.
You can count on us to help you clearly understand your options
so you are able to make informed decisions about your transaction.
Our knowledge and expertise is also available for free to
your accountant and attorney.
Learn
more about 1031 Exchanges.
See
answers to frequently asked questions about 1031 exchanges
or ask an expert. [Case
Studies] [Team] [Testimonials]
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