Qualified Intermediary Selection and Exchange Mechanics
The Only Major Qualified Intermediaries That Charge Investors Absolutely No Fees
Two rare qualified intermediaries waive fees and return interest to investors.
Dale Whitmore
· 8 min read
Real Estate Investor Strategies
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Qualified Intermediary Selection and Exchange Mechanics
Qualified Intermediary Failure Risk and How to Protect Exchange Funds
Segregated accounts and dual-signature approval protect exchange funds when intermediaries fail.
Renata Solberg
Estate Planning
Proposed Step-Up Basis Elimination Legislation and Its Portfolio Impact
Step-up basis elimination keeps failing due to record-keeping challenges for heirs.
Marcus Okafor
Estate Planning
Tenancy in Common Structures for Multigenerational Property Ownership
Each owner can direct their share to different heirs and separately exchange proceeds at sale.
Renata Solberg
Disposition Decisions
How Boot Exposure and Debt Replacement Rules Shape Which Replacement Property You Can Actually Afford
Proper debt and equity planning prevents taxable boot in 1031 exchanges.
Dale Whitmore
Disposition Decisions
Reverse and Improvement Exchange Structures Require an Accommodator With Exchange Accommodation Titleholder Capacity
Verify your accommodator has EAT capacity before signing a purchase agreement.
Marcus Okafor
Portfolio Repositioning
Using Reverse 1031 Exchanges to Acquire Before Selling
Buying property first requires a titleholder, tight coordination, and careful timing to qualify.
Renata Solberg
Portfolio Repositioning
Geographic Diversification via 1031 Exchange Across State Lines
Moved capital can reach stronger markets without triggering immediate tax.
Priya Nambiar
Portfolio Repositioning
Trading Single-Family Rentals for Multifamily via 1031 Exchange
Swapping rentals into multifamily spreads income risk while deferring taxes on appreciated equity.
Priya Nambiar
Disposition Decisions
Vetting a 1031 Accommodator by CES Certification, Bonding, and Balance Sheet Strength
Verify your QI through certification, bonding, and financial strength.
Marcus Okafor
Disposition Decisions
How to Demand Statutory Escrow and Third-Party Custodial Controls Before Releasing Your Exchange Proceeds
Protect your 1031 exchange funds with segregated accounts and dual-authorization wire controls.
Dale Whitmore
Passive Investing
Qualified Opportunity Zones and Passive Real Estate Funds Compared to DSTs
Each structure defers taxes differently and accepts different types of gains.
Renata Solberg