Comprehensive 1031 Exchange Services

Qualified Holdings, Inc. offers expert guidance and full support throughout your commercial real estate 1031 exchange process.

Personalized Consultation

Our specialists assess your unique situation to tailor 1031 exchange strategies that align with your investment goals.

Transaction Coordination

We manage timelines and documentation to ensure your exchange complies with IRS regulations and deadlines.

Qualified Intermediary Services

Acting as a neutral third party, we securely hold funds to facilitate a smooth and compliant exchange.

Post-Exchange Support

We provide ongoing assistance to address any questions and help optimize your real estate portfolio after the exchange.

Trusted Expertise for Seamless 1031 Exchanges

Why Choose Qualified Holdings, Inc. for Your Commercial Real Estate Transactions

Qualified Holdings, Inc. offers specialized guidance tailored to complex 1031 exchange requirements. Our team ensures compliance and maximizes tax deferral benefits through personalized consultation and thorough transaction management. We streamline the process, reducing risks and delays, so clients can focus on strategic investment decisions with confidence.

Trusted guidance for seamless 1031 exchanges

Qualified Holdings, Inc. made the complex process straightforward and efficient. Their expertise ensured my commercial property exchange was completed without delays or surprises.

Michael T. Reynolds

Senior Partner, Reynolds & Associates

Clarifying Your 1031 Exchange Questions

Common Questions About 1031 Exchange Process and Requirements

  • What is a 1031 exchange and how does it work?

    A 1031 exchange allows you to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into a like-kind property. The process involves strict timelines and qualified intermediaries to ensure compliance.
  • What are the key deadlines in a 1031 exchange?

    You must identify replacement properties within 45 days of selling your original property and complete the purchase within 180 days. Missing these deadlines can disqualify the exchange and trigger tax liabilities.
  • Can I exchange any type of property?

    The exchange must involve like-kind properties, typically real estate held for investment or business use. Personal residences and properties held primarily for resale do not qualify under 1031 rules.
  • What role does Qualified Holdings, Inc. play in the exchange?

    We act as your qualified intermediary, managing funds securely and guiding you through the exchange process to ensure all IRS requirements are met, minimizing risk and maximizing tax deferral benefits.