Login

Brokerage 1031 Exchange Services

Whether you’re aiming to increase value or diversify into a new asset class, our experienced professionals have extensive expertise in all commercial property types and will support you through each phase of your 1031 exchange process.

At Kidder Mathews, we offer expert guidance to investors navigating the complexities of 1031 exchanges, ensuring you meet all IRS requirements while maximizing tax savings and investment potential. Our team helps streamline every aspect of the process — from selling your property to reinvesting in like-kind assets — so you can focus on growing your portfolio.

 
Contact Us   Start your 1031 exchange Today
 

Comprehensive Exchange Solutions We understand the intricacies of 1031 exchanges and are equipped to assist with a wide range of transaction types, including forward, reverse, and improvement exchanges. No matter the complexity, we have the knowledge and resources to handle your specific needs, whether it’s high-volume transactions, multi-state exchanges, or properties held in trusts or LLCs.

Secure Fund Management Our partnership with a national qualified intermediary ensures your exchange funds are held securely in segregated accounts at leading financial institutions. This allows you to execute your transaction with confidence, knowing that your funds are protected throughout the process.

Market Expertise With deep insight into local and national markets, our brokerage experts work closely with you to identify ideal opportunities for reinvestment. We prioritize your goals, helping you find the perfect replacement property efficiently and strategically.

Streamlined Process Our industry-leading tools and technology ensure that every detail of your transaction is organized and managed with precision, keeping you on track and minimizing any potential delays or disruptions.

Benefits of Kidder Mathews 1031 Exchange Services

In-House Coordination
We help coordinate the 1031 exchange through our team, reducing friction and increasing efficiencies.

 

Software Workflow
By using proprietary 1031 exchange software and technology, we keep clients and advisors informed of transaction timelines, funds available, and other pertinent information throughout the transaction.

 

1031 Exchange Expertise
We provide access to subject matter expert attorneys and Certified Exchange Specialists (CES®).

 

Security of Funds
Have confidence in the security of your exchange funds with our coverage including: $50 million fidelity bond, $25 million errors & omissions, and $20 million cyber liability.

 

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 their transaction including federal capital gains, state, depreciation recapture, and net investment income tax so long as the proceeds from the sale are used to acquire other qualifying, real property. Multiple requirements must be adhered to for a valid 1031 exchange.

What is the role of a qualified intermediary?

A qualified intermediary ensures compliance with IRC 1031 for a valid 1031 exchange. This 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
  • Structures the exchange per IRC 1031
  • Prepares all related documentation
  • Monitors and instructs the exchanger of action to ensure maintained compliance throughout the exchange

What type of property is eligible?

Nearly all real property held for business or investment purposes is considered to be “like-kind” to all other real property. The following types of property are often exchanged with taxes deferred:

  • Office buildings
  • Industrial buildings
  • Warehouse buildings
  • Apartment buildings
  • Retail/shopping centers
  • Farm and ranch land
  • Vacant land held for investment
  • Hotels and motels
  • Cell tower sites and easements

1031 Exchange Insights