Services

A preferred exchange boutique providing planning, transaction structure, documentation, fund security, and practical deadline guidance.

A Preferred Exchange Boutique

Focused on a narrow, complex field.

Since 1980, the affiliates of 1031 Strategies & Services Group have provided clients with planning and strategies in Section 1031 tax deferred exchanges.

The firm serves clients that need more than a generic transaction desk. Each exchange is reviewed for documentation, timing, fund handling, replacement property planning, and client-specific constraints.

Searchers often compare 1031 providers when a sale agreement, replacement purchase, or construction schedule is already moving. The right service path depends on whether the investor is selling first, buying first, improving property before taking title, or coordinating multiple advisors around a narrow closing window.

Which Exchange Service Fits?

A practical starting point before documents and deadlines harden.

Delayed exchange Best when the relinquished property will sell first and exchange proceeds need to be held by a Qualified Intermediary while replacement property is identified and acquired within the required exchange period.
Reverse exchange Best when the replacement property must be acquired before the old property can be sold. This often involves an Exchange Accommodation Titleholder, special purpose entity, lender coordination, and careful ownership documentation.
Improvement exchange Best when exchange value needs to be added through construction or improvements before the exchange is complete. These transactions require early review of title, construction budgets, contracts, and disbursement controls.
Transaction review Best when a client, CPA, attorney, broker, or escrow officer wants to confirm whether the proposed sale, purchase, ownership structure, deadlines, and funds flow are positioned for a Section 1031 exchange.

Information that helps the first review

  • Property sequenceTell the team whether the sale closes first, the purchase closes first, or improvements must be completed before the replacement property is received.
  • Closing pressureShare the expected closing date, the status of purchase and sale agreements, and whether any deadline has already started.
  • Advisor contactsIdentify the CPA, attorney, broker, lender, title company, and escrow officer so exchange instructions can be coordinated efficiently.
  • Ownership detailsClarify the taxpayer or entity on title, any partnership or LLC considerations, and whether more than one replacement property may be involved.

Questions this page should help answer

Prospective clients are usually trying to determine whether a standard delayed exchange is enough, whether buying first requires a reverse exchange, whether improvements can be included, and whether a Qualified Intermediary needs to be in place before closing. This service overview now gives each searcher a practical path into the correct next page instead of asking them to infer the fit from company names alone.

Service Paths

Choose the transaction direction that fits the exchange.

Sell Property and Reinvest Proceeds

Independent Exchange Services, Inc. acts as Qualified Intermediary for delayed, simultaneous, improvement, and related tax deferred exchanges.

Explore IES

Purchase Property Before You Sell

Reverse Exchange Services, Inc. structures reverse transactions when replacement property must be acquired before relinquished property is sold.

Explore RES

Transaction Review

IES and RES coordinate with the client's real estate, tax, legal, and escrow teams so the exchange is planned before documents harden.

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Professional, pragmatic, deal-specific solutions.

The exchange process rewards early planning. The team can review the intended sale, purchase, preliminary title report, escrow contacts, lender constraints, advisor roles, deadlines, fund handling, and documentation needs before closing pressure arrives.