1031 Exchange

The 1031 Exchange Program is for members whose clients wish to take advantage of tax-deferred real estate exchanges under Section 1031 of the IRS Code.

The program uses an independent corporate intermediary, through Florida Exchange, to provide structure for the transaction under the IRS safe harbor.

The service works especially well in large transactions where the tax savings are most significant: commercial deals of $1 million or more - though deals under $1 million can be handled as well.

Section 1031 applies to all property used in a trade or business or property held for investment. Raw land can be exchanged for an office building, apartments for commercial properties, retail properties for raw land -- any combination works.

Download 1031 Exchange Brochure (PDF / 182K)

For more information, please contact Escrow Operations Department, or call (800) 929-5791.