877.471.1031
1031 EXCHANGE QUALIFIED INTERMEDIARY SINCE 2006
Experienced Guidance for Your 1031 Exchange
Asset Exchange Company has specialized in 1031 exchanges since 2006. We help investors complete delayed, reverse, construction, multi-property, and complex commercial exchanges throughout the country.
We take the time to understand your goals and help you structure a tax-efficient path to reach them. Our team prepares the exchange documents, coordinates with your escrow officer and advisors, and stays involved from setup through the final purchase.
Year AE was founded
2006
22,000
Approx. number of
Exchanges facilitated
Combined real estate closing involving our team
100,000+
50
Number of states served
EXCHANGE SERVICES
1031 Exchange Services
Some exchanges are straightforward. Others involve tight timelines, several properties, multiple entities, or a purchase that needs to happen before the sale. We handle them all.
01
Delayed Exchanges
The most common type of 1031 exchange. You sell first, identify replacement property within 45 days, and complete the purchase within 180 days
03
Construction Exchanges
If the replacement property needs improvements, an exchange can be structured so qualifying construction costs are paid before you take title.
02
Reverse Exchanges
When the right replacement property comes along before you are ready to sell, we can help structure the transaction so you can buy first and sell afterward.
04
Large and Complex Exchanges
Large transactions often involve several properties, entities, lenders, and closing teams. We coordinate the exchange pieces and keep everyone on the same page.
WHY CHOOSE AEC
Why Investors, Agents and Advisors Choose AEC
Choosing a Qualified Intermediary is about far more than paperwork. An experienced QI takes the time to understand your transaction, your investment objectives, and what you hope to accomplish. They help you evaluate your exchange options, anticipate potential issues, and coordinate with your tax, legal, and real estate advisors to structure the exchange as efficiently as possible.
Your QI also safeguards your sale proceeds, manages strict IRS deadlines, prepares the required exchange documents, and keeps every party informed throughout the transaction. A 1031 exchange may be one of the largest financial transactions of your life. You deserve an experienced QI who understands your goals, knows the details of your exchange, and is available when you need them most.
✔
Segregated, FDIC-insured accounts for exchange funds, along with Fidelity Bond and Errors & Omissions coverage.
✔
Free audit support if your exchange is ever audited by the IRS, our in-house tax attorney will assist in substantiating the exchange.
✔
Standard delayed exchange fee includes the purchase of up to three replacement properties
✔
In-house tax attorney support for more complicated 1031 questions that may come up during your transaction.
✔
Experienced, responsive exchange coordinators who work directly with you, your escrow officer, Realtor, CPA, and attorney from start to finish.
✔
Fair, honest pricing - no hidden fees, layered costs, or surprise charges or wire fees.
ATTORNEY PREPARED EXCHAGE DOCS
Attorney Oversight Is Built Into Our Process
Our exchange agreements and related documents are prepared and reviewed under the supervision of a licensed attorney who works with Section 1031 exchanges.
That oversight is part of our regular service. It does not replace your own CPA or attorney, but it adds another level of review to the exchange documents we prepare.
AUDIT SUPPORT
We Help Support the Position Taken in Your Exchange
We retain the exchange records and provide audit support regarding the documents and transaction history for the exchanges we facilitate.
If questions arise, we can help substantiate the position taken in the exchange by identifying relevant case law, Treasury Regulations, and other Section 1031 authorities that may support your position. We may also provide private letter rulings that illustrate how the IRS has analyzed similar facts, although those rulings cannot be relied upon as precedent by other taxpayers.
We are not a substitute for your tax attorney and do not represent you before the IRS. Section 1031 is our daily focus, however, and we understand the technical exchange rules and documentation in a way that many professionals who handle only an occasional exchange may not.
