A national and fully independent 1031 exchange qualified intermediary
Facilitating 1031 exchanges isn’t just a part of what we do, it is ALL we do.
A 1031 Exchange (also known as a like-kind exchange) is a means of deferring capital gains taxes on real estate held for investment or business purposes.
4.9 out of 5 stars from 47 reviews
Our Name:
“Vanguard 1031 Exchange”
We cannot think of one single word to better express how and why we exist. To guide our clients, provide safety, and ensure everyone is educated and aware of any potential pitfalls on the horizon.
What is the role of a 1031 Exchange Accommodator?
Helping you avoid common pitfalls that could lead to a failed exchange
We possess the certifications and experience to handle more complex exchanges – such as reverse or improvement exchanges. We understand the myriad of state and federal regulations that govern these complex transactions.
Trust & Experience
While following the IRS requirements of strict adherence to regulatory compliance, we uniquely pair this with a focus on being consultative and solutions oriented.
Safety & Security
We are fully bonded, have E&O Insurance, and hold your exchange funds in segregated qualified escrow accounts and offer up to $100M of FDIC insurance per exchange client.
Unique proprietary services offered
Selecting the right qualified intermediary for your 1031 exchange is not just a critical step in meeting the requirements set by the Internal Revenue Code; it’s a strategic business decision that can affect the outcome of your investment.
We educate you on the process and the rules
Regardless of your familiarity with real estate and tax, we on-board every client with a base understanding of the §1031 exchange process, and other requirements.
Several levels of service
We offer several levels of service, ranging from basic exchange processing, to complex tax consulting with a licensed CPA.
We offer a private platform
(‘1031 DealRoom’) - connecting you with off market properties sourced through past/current clients and deep industry relationships.
Customer Focused
While the logistics of 1031 exchanges have been streamlined dramatically over the years, it is still critical for every Exchanger to have timely access to expert advice when they need it.
Also, since most Exchangers only complete a few 1031 exchanges during the life of their investment property ownership, it may be difficult for them to remember every rule or nuance which might impact the compliance of their transaction.
Schedule a call with us HERE, let’s discuss your unique situation.
See some of our educational videos
Playlist
Defer your taxable gains using a 1031 Exchange
We administer all types of 1031 Exchanges, including:
Forward Exchange
We Charge Flat Fees – No matter the size of the transaction.
$995
- / at sale
$295
- / at purchase
Reverse &
Improvement Exchanges
We Charge Flat Fees – No matter the size of the transaction.
$8,000
An often-updated IRC §1031 compliance software system
Many Qualified Intermediaries have not overhauled their systems in decades. At Vanguard 1031 Exchange, we employ an often-updated IRC §1031 compliance software system, creating a consistent and standardized workflow that provides transparency for all involved
- We have successfully completed a System and Organization (SOC) 2 Type 1 audit.
- The system automates key communications such as deadline reminders, detailed next steps, and distribution of documents.
- We transparently opt in advisors, referral sources, and other associated trusted contacts as desired.
Customer Focused
Quick replies
"Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected."
"Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected."
What's it Like Working With Us?
We will walk you through the process as you prepare to sell and buy within the 180 day exchange time limit.
STEP 1: Set up an Exchange Account
STEP 2: Start with an onboarding call
STEP 3: We use the information in your purchase contract and title report to create the Relinquished Property Exchange Agreement.
STEP 4: At closing, we provide compliance while accommodating the sale
STEP 5: Receive a ‘Proof of Funds (POF)’ letter
STEP 6: Locate Replacement Property
STEP 7: Submit 45 Day Identification Letter
STEP 8: Request Funds for Deposits
STEP 9: Execute the Replacement Property Exchange Agreement
STEP 10: Close on replacement property(ies)
Our Experience Is Your Advantage
Hear what our incredible customers have to say!
I’ve conducted several transactions with Vanguard 1031 Exchange. Everyone is knowledgeable and a pleasure to work with. They respond quickly and make the paperwork painless!
Ashley
As this was my first time doing a 1031 exchange, Brandon was extremely helpful explaining how 1031 exchanges operate. He was able to make us feel comfortable, and his staff have been extremely professional especially Vanessa who worked with us to make sure all the documents were done correctly and in a timely manner. They have also been extremely helpful in answering any questions as they arise. I highly recommend them.
Ashleigh
They were great. I am not great on the computer. They took time with me and walked me through each step over the phone. You don’t find that type of personal care anymore.
Craig
The whole process through 1031 exchange went very smooth. We rolled over the proceeds from my wholly owned property within our trust split the proceeds up to two different properties through 1031 exchange with no real issues or hiccups. They had great communication good follow up always got back to me with the answer to my questions and overall very happy with the process.
Jeff
The whole 1031 process is stress free with the Vanguard 1031 Exchange team.. from start to finish total professionals at what they do.. I have used them twice now and it’s been seamless .. always keep you updated by sharing all details of each step.. great job. I highly recommend them. They make you feel protected and respected when your making some big financial decisions..they are the Best!!
Ed
I sold a 4-Plex property and did a 1031-Exchange by purchasing DST (Delaware Statutory Trust) beneficial interests in like-kind properties. I found all staff members at Vanguard 1031 Exchange to be friendly, extremely helpful, knowledgeable, and above all, found them to be dedicated top-notch professionals you can count on.
Sean
I was completely unfamiliar with the 1031 exchange process but my realtor told me to call Brandon. I was a little skeptical with the low cost but I read a lot of positive reviews and decided to move forward. I am not easily pleased, but I was with this company! Their responses were immediate and always thorough. They would always confirm receipt and outline the next steps they worked directly with my lender and closing company, which made the process so much easier for me. they earned 5 stars!!
Tammy
As a seasoned real estate professional, I've had the pleasure of working with numerous 1031 exchange companies over the years, but none have quite matched the excellence of Vanguard 1031 Exchange! This was my second personal exchange, but I have have been apart of 20+ echanges for clients. First and foremost, communication with their team was unparalleled. They were responsive, knowledgeable, and proactive throughout the entire exchange process, ensuring that all parties involved were well-informed and on track to meet deadlines. This level of attentiveness greatly reduced any potential stress or uncertainty typically associated with 1031 exchanges. Moreover, their expertise in navigating the complexities of tax-deferred exchanges was evident at every step. The difference between Vanguard 1031 and my other 1031 exchange experiences is so stark, that I won't ever use a different company. Client for life!
Sara
We introduced our clients to Vanguard 1031 Exchange and they were phenomenal! Brandon walked our clients through every step of the 1031 process, answered all of their questions and the team processed the exchange in a highly professional manner. It's nice when you can text your team - not as many companies are as advanced or as easy to work with as Vanguard 1031 Exchange.
Jonathan
Very knowledgeable regarding all things 1031. Willing to educate to make sure I understood the process. They handled everything so deadlines were never a problem. Then they followed up so I never felt abandoned or uneducated. Excellent.
Amy
Brandon was wonderful to work with. He explained everything very well, took time to always answer my questions, were knowledgeable and very pleasant! Five stars.
John
These folks are the most professional I have had the pleasure of dealing with in a long time. Brandon is extremely knowledgeable on all things 1031 exchanges and always took time to made sure I understood. His willingness and ability to explain complex concepts in very simple terms for a beginner investor like me, are admirable. I highly recommend them.
Neal
My experience with this company was superb. I performed 2 1031 exchanges, which were my first such transactions to date. Vanessa was my exchange officer and she was excellent. I will use them again. They are winners in my book.
Marie
Initially I was introduced by my CPA and after doing my research and chatting with Brandon, I engaged them for a very fast, efficient, and professional process. We had a tight timeline and they worked after hours to get it done!