Paul Sergent is a Qualified Intermediary who acts to facilitate the deferred exchange by entering into an agreement with you for the exchange of properties.

To clarify what an intermediary must do to acquire property, the regulations describe limited circumstances under which an intermediary is treated as acquiring and transferring property regardless of whether, under general tax principles, the intermediary actually acquires and transfers the property.

Benefits of 1031

• Exchange from several smaller properties into one larger property to reduce management responsibilities.
• Exchange from a larger property to several smaller properties to diversify the investment portfolio or for estate planning.
• Exchange from a fully depreciated property to a property of higher value that can be depreciated.
• Exchange from a slowly appreciating property into one in an area with a faster appreciation.
• Exchange from a property such as land that does not generate cash flow into rental property.
• Exchange from several investment properties into an interest in a triple net leased property to reduce management responsibilities and generate cash flow.
  

Services

• Coordinate with the exchangers and their advisors, to structure a successful exchange.
• Prepare the documentation for the Relinquished Property and the Replacement Property.
• Furnish escrow with instructions to effect the exchange.
• Secure the funds in an insured bank account until the exchange is completed.
• Provide documents to transfer Replacement Property to the exchanger, and disburse exchange proceeds to escrow.
  

Click here for Eight Steps to a Reverse Replacement Property Parked Exchange

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