The qualified intermediary we'd choose for our own 1031 exchanges.
You know the 1031 rules. The real question is who holds your money between the sale and the purchase. Precision 1031 is built around the controls a bank or public company would expect.
1K+
1031 exchanges completed by our team for investors nationwide
Closing this week? It’s not too late.
As long as your sale hasn’t closed, we can open your exchange today.
About Us
Investors spend months choosing a property, and about five minutes choosing who holds the money.
Every year, investors hand qualified intermediaries billions of dollars from property sales, often to a firm they found the week before closing. Most never ask where that money sits, who can move it, or what happens if something goes wrong.
There is no federal regulator for this industry, and only about nine states regulate exchange facilitators at all.
We started Precision 1031 to make those questions easy to answer. Our founders bring three decades of capital markets discipline and three decades of real estate relationships. They built the firm around the controls a bank or a public company would expect: segregated accounts, dual authorization, independent verification and a full audit trail.
That’s also why we’re structured the way we are. Everyone at the firm holds stock options, so the people handling your exchange have a real stake in getting it right.
Before you choose a QI
Ask every QI these questions. Here are our answers.
{ 01 }
Is my money in its own account, or pooled with other clients’ funds?
Its own segregated account for your exchange, at one of the largest commercial banks in the U.S., with about $280 billion in assets. Never pooled, never mixed with company funds.
Can you invest my funds?
No. Your proceeds are never invested in anything that could lose principal.
Can I see my balance or get statements while you hold my money?
Absolutely. Balances and statements come to you directly from the bank.
Are you bonded and insured, including against cyber fraud?
Yes. We carry a fidelity bond, errors-and-omissions insurance and cyber insurance.
{ 02 }
How many people have to approve moving my money?
Two. No dollar moves without two authorized approvals.
How do you verify wire instructions?
By phone, through a separate channel. We never accept new wire instructions by email.
How soon can you open my exchange?
The same day you call.
{ 03 }
How long have your people been doing this?
Our team has completed more than 1,000 exchanges.
Can you handle reverse and improvement exchanges, not just simple ones?
Yes. See our exchange services.
Who handles my exchange, and how fast do they answer?
A specialist who knows your file. Every message returned the same business day.
Does everyone handling my exchange have a stake in getting it right?
Yes. Everyone on our team holds stock options in Precision 1031.
Why choose us
{ 01 }
Segregated, at a major U.S. bank.
Your proceeds sit in a segregated account at one of the largest commercial banks in the U.S., with about $280 billion in assets. Never commingled, never invested at risk.
{ 02 }
Two approvals on every dollar.
No money moves without two authorized approvals, and your balance and statements come directly from the bank.
{ 03 }
Bonded and insured.
We're backed by a fidelity bond, errors-and-omissions insurance and cyber insurance.
{ 04 }
Deadlines you can't miss.
Your 45- and 180-day dates are calendared the day your exchange opens, with reminders to you and your advisors well before each one.
{ 05 }
We tell you the rules before they matter.
Identification limits, replacement-value targets, how debt counts, what creates taxable boot. You hear it from us at the start, not after it costs you.
{ 06 }
A real person who knows your file.
Call during business hours and you reach a specialist, not a phone tree. You'll know who's handling your exchange, and every message is returned the same business day.
For CPAs, attorneys and brokers
The QI advisors are comfortable recommending.
Kept in the loop
With your client's permission, you get the key dates the day the exchange opens and reminders before day 45 and day 180. No surprises on day 44.
Paperwork done right, on time
Exchange agreements, assignments and closing instructions prepared early and ready for your review, plus a complete final accounting for Form 8824.
Nothing hidden
A flat fee disclosed in writing up front, clear answers on how funds are held and moved, and every instruction documented in the file.
Exchange Services
Every type of exchange, structured correctly the first time.
Forward 1031 Exchanges
Sell first, buy within 180 days. The most common exchange, and the one most often lost to a missed date.
Reverse 1031 Exchanges
Found the right property before you’ve sold? Buy it first, without losing the deferral.
Improvement Exchanges
Use exchange dollars to renovate or build, so the property you end up with is worth what you sold.
Qualified Escrow Accounts
Your proceeds in a segregated account, never commingled, never invested at risk.
Multi-Asset Exchanges
Sell one, buy three. Sell three, buy one. We keep every property and every deadline straight.
1031 Strategy Consulting
Before you list: how much to reinvest, how much debt to replace, and how to avoid taxable “boot.”
Compliance & Documentation
Exchange agreement, assignments, identification and closing documents, done right and on time.
Advisor Coordination
We keep your CPA, attorney, broker and title officer working from the same calendar.
Process
From “I’m selling” to “I’m closed” in three steps.
The exchange has to be set up before your sale closes. Here’s exactly what happens next.
{ Step 1 }
A 30-minute call or video meeting
Call us before you close the sale
After closing, it’s too late. A short call tells us your property, timeline and goals, and we open your exchange the same day.
{ Step 2 }
We open your exchange and work with your closing agent
We prepare the exchange agreement and assignment, coordinate with your title or escrow officer, and receive your proceeds directly into your segregated account.
{ Step 3 }
Identify by day 45, close by day 180
You choose replacement property; we document the identification, wire funds to closing and send you a full accounting when the exchange is done.
Faqs
Frequently asked questions
Who will handle my exchange?
A specialist assigned to your file, whom you can reach directly. Every message is returned the same business day.
When do I need to contact you?
Before your sale closes. Once the proceeds reach you, the exchange can't be started. Ideally, call when you accept an offer.
Where is my money while you hold it?
In a segregated account at one of the largest commercial banks in the U.S., with about $280 billion in assets. It's never mixed with company funds and never invested at risk. Every disbursement needs two authorized approvals, and wire instructions are always verified by phone.
Do you work outside my state?
Yes. We handle exchanges nationwide, wherever your sold and purchased properties are.
How do your fees work?
A flat fee, disclosed in writing before your exchange begins, with no hidden charges. We'll quote your exact cost on your first call.
Do you give tax or legal advice?
No. We explain how the exchange rules work and make sure your CPA and attorney have everything they need to advise you.
What do you need from me to open an exchange?
The property address, your expected closing date, and the contact for your title or escrow officer. We'll take it from there.
My closing is in a few days. Is it too late?
No, as long as the sale hasn't closed. We open exchanges the same day.
