# 1031 Strategies & Services Group: Full Public Site Context

## Purpose

1031 Strategies & Services Group exists to convert complex Section 1031 exchange situations into practical, well-documented transactions. The site is a lead-generation and trust-building site for investors and advisors who need early guidance before sale or purchase documents reach closing pressure.

## Audience

The primary audience includes real estate investors, property owners, brokers, title officers, escrow officers, CPAs, attorneys, lenders, and advisors involved in Section 1031 tax deferred exchange transactions.

## Positioning

The company presents itself as a boutique exchange firm rather than a high-volume transaction desk. Its strongest positioning signals are experience since 1980, professional exchange guidance, specialized focus on Section 1031, personal transaction review, and fund-security procedures.

## Service Areas

The firm serves clients throughout the United States and internationally. Its mailing address is 25954 Eden Landing Road, Hayward, CA 94545.

## Core Service: Independent Exchange Services, Inc.

Independent Exchange Services, Inc. acts as an independent, third-party corporate Qualified Intermediary for Section 1031 exchanges. It helps facilitate delayed, simultaneous, reverse, improvement, and international exchange transactions.

Important IES concepts:

- The relinquished property is the property being sold.
- The replacement property is the property being acquired.
- A Qualified Intermediary is an independent facilitator who helps complete a Section 1031 exchange.
- Deferred gain is realized gain that is not currently taxable.
- Section 1031 can defer gain when qualifying investment or business property is exchanged for qualifying like-kind property.

Typical IES process:

1. Collect the real estate contract, preliminary title report, and advisor contact information.
2. Prepare the Exchange Agreement and Assignment of Real Estate.
3. Review the estimated settlement statement before the relinquished property closes.
4. Receive exchange funds at close of escrow.
5. Provide the client with a statement of exchange credit balance and deadline tracking.
6. Coordinate replacement property documentation and exchange fund release.

## Core Service: Reverse Exchange Services, Inc.

Reverse Exchange Services, Inc. structures reverse exchanges when a client needs to acquire replacement property before selling relinquished property. RES uses an Exchange Accommodation Titleholder structure and forms a Special Purpose Entity for the transaction.

Important RES concepts:

- A reverse exchange reverses the ordinary sale-first sequence.
- An Exchange Accommodation Titleholder holds or parks property during the exchange structure.
- A Special Purpose Entity is formed to own parked property during a specific exchange.
- A Qualified Exchange Accommodation Agreement sets the terms of the reverse exchange.
- Safe harbor refers to IRS guidance for reverse exchanges under Rev. Proc. 2000-37.

Common reasons for a reverse exchange:

- A replacement property must close quickly.
- The relinquished property sale is delayed or fell apart.
- The investor may lose a replacement property deposit.
- Construction or remodeling is needed to raise replacement property value.
- Market conditions require more control over timing.
- Partnership, LLC, or co-owner planning must be handled before sale.

## Improvement Exchange Context

An improvement exchange, also called a construction exchange, can allow exchange funds to be used to build improvements on new replacement property or improve existing property before the Exchanger acquires title. Planning is essential because construction, permits, weather, and deadlines can conflict with the 180-day exchange period.

## Contact Facts

- Phone: 888-747-1031
- Fax: 415.782.5209
- Mailing address: 25954 Eden Landing Road, Hayward, CA 94545
- Hours: Monday-Friday 8:00-5:00
- Contact page: https://www.1031pro.com/contact/

## Page Map

- https://www.1031pro.com/
- https://www.1031pro.com/about/
- https://www.1031pro.com/services/
- https://www.1031pro.com/independent-exchange-services/
- https://www.1031pro.com/reverse-exchange-services/
- https://www.1031pro.com/resource-center/
- https://www.1031pro.com/contact/

## Content Boundaries

The public site provides general information about 1031 exchange services. It does not provide tax, legal, accounting, investment, or financial advice for a specific transaction. Users should contact the firm and consult their advisors before acting on an exchange strategy.