1031 Exchange Services | Qualified Holdings, Inc.

Personalized Consultation
A 1031 exchange allows investors to defer capital gains taxes by reinvesting proceeds from the sale of one commercial property into another like-kind property, preserving investment capital and enhancing portfolio growth.
Transaction Coordination
Eligible properties include commercial real estate such as office buildings, retail centers, industrial facilities, and multi-family units, provided they are held for investment or business use rather than personal use.
Qualified Intermediary Services
The process requires identifying replacement properties within 45 days of selling the original property and completing the exchange within 180 days, ensuring compliance with IRS timelines.
Post-Exchange Support
We act as a qualified intermediary, managing the exchange funds securely and guiding clients through each step to ensure IRS compliance and a smooth transaction.

Personalized Consultation
Our team reviews your goals, timeline, and sale details to map a clear 1031 exchange approach—built around your portfolio and priorities.
TRANSACTION COORDINATION
We handle the moving parts, documents, deadlines, and closing coordination with brokers, escrow, lenders, and attorneys so your exchange stays on track.
QUALIFIED INTERMEDIARY SERVICES
As your independent Qualified Intermediary, we prepare the exchange paperwork, receive and safeguard proceeds, and facilitate a smooth, compliant transfer of funds.
POST-EXCHANGE SUPPORT
We stay with you after closing, answering questions, keeping records organized for reporting, and helping you plan next steps for long-term portfolio growth.

FLEXIBLE INVESTMENT OPTIONS
Reinvest into a wide range of like kind real estate such as multifamily, industrial, retail, land, or DSTs based on your goals and timeline.
TAX DEFERRAL BENEFITS
Defer capital gains and depreciation recapture by reinvesting proceeds into replacement property, keeping more capital available for your next purchase. Consult your tax advisor.
SECURE, COMPLIANT TRANSACTIONS
Exchange proceeds are handled through a Qualified Intermediary, which helps maintain compliance and reduces the risk of a disqualifying mistake.
PORTFOLIO DIVERSIFICATION
Move from one property into multiple assets, or consolidate several properties into one, to better match your risk tolerance and strategy.
IMPROVED CASH FLOW POTENTIAL
Exchange into properties with stronger income characteristics to increase monthly cash flow and support long term returns.
STRATEGIC MARKET REPOSITIONING
Shift into stronger markets, different asset classes, or better tenant profiles without triggering an immediate tax event.
IRS TIMELINE GUIDANCE
45 days to identify replacement property
180 days to close on replacement property
We help you stay organized and on schedule from sale through acquisition.

COMPLIANCE ASSURANCE
We help you follow IRS requirements and key exchange timelines, keeping your transaction aligned from sale through acquisition.
EXPERT GUIDANCE
Get clear answers and practical direction tailored to your goals, property type, and timeline so you can make confident decisions.
SECURE TRANSACTIONS
We prioritize confidentiality and careful handling of documents and exchange proceeds, with a structured process designed to reduce preventable errors.
TIME SENSITIVE SUPPORT
We proactively track deadlines, identification requirements, and closing milestones, coordinating with the parties involved to keep everything moving.

What is a 1031 exchange and how does it benefit commercial real estate investors?
A 1031 exchange allows investors to defer capital gains taxes by reinvesting proceeds from the sale of one commercial property into another like-kind property, preserving investment capital and enhancing portfolio growth.
What types of properties qualify for a 1031 exchange?
Eligible properties include commercial real estate such as office buildings, retail centers, industrial facilities, and multi-family units, provided they are held for investment or business use rather than personal use.
How long does the 1031 exchange process take?
The process requires identifying replacement properties within 45 days of selling the original property and completing the exchange within 180 days, ensuring compliance with IRS timelines.
What role does Qualified Holdings, Inc. play in the 1031 exchange?
We act as a qualified intermediary, managing the exchange funds securely and guiding clients through each step to ensure IRS compliance and a smooth transaction.

Secure Qualified Intermediary Services for 1031 Exchanges