Evergreen 1031 Exchange provides 1031 Exchange services to anyone who needs an independent Qualified Intermediary.
Investors can defer tax on qualifying real estate transactions through our 1031 exchange services, leveraging Exchange Manager Pro, patented 1031 exchange workflow technology, and the exchange facilitation capabilities of one of the nation’s leading Qualified Intermediaries.
By integrating 1031 Exchange services into Evergreen’s broader real estate investment and advisory platform, investors and property owners benefit from a more coordinated, transparent, and execution-focused transaction process.
What is a 1031 Exchange?
A 1031 Exchange is a tax deferral tool that allows the seller of qualifying real property to defer taxes on an exchange transaction including state and federal capital gains, depreciation recapture, and net investment income tax, provided that the value of the property sold is reinvested in other qualifying real property. Multiple requirements must be satisfied for a valid 1031 Exchange, including, but not limited to, identifying replacement properties within 45 days of selling the relinquished property and closing on a qualifying transaction within 180 days.
What is the role of a Qualified Intermediary?
The role of a Qualified Intermediary (QI) is to facilitate an exchange transaction and conform it to the applicable rules and regulations set forth in IRC §1031. The QI’s role includes the following:
Acquires relinquished property from the Exchanger and transfers it to the Buyer
Ensures Exchanger is not in actual or constructive receipt of any of the funds from the sale of the relinquished property
Acquires replacement property from the Seller and transfers it to the Exchanger
Prepares all related documentation
Monitors the relevant time periods and provides input to the Exchanger regarding actions necessary to successfully complete the exchange
For more information, please contact us.
Disclaimer: 1031 exchange services are provided by a Qualified Intermediary that is a wholly owned subsidiary of Accruit LLC, an Inspira Financial solution. Evergreen offers these services through a strategic integration with Accruit, a leading, nationally recognized Qualified Intermediary with extensive experience administering tax-deferred exchanges. Evergreen is not an agent or employee of, nor otherwise affiliated with, the Qualified Intermediary.