1031 Specialists
Building Wealth, One Exchange at a Time.
Overview
1031 Specialists is a Qualified Intermediary that positions itself as a wealth-building partner rather than just a transaction facilitator. They focus on providing expert guidance to ensure exchanges are structured optimally. The firm highlights its use of advanced technology to streamline processes, reduce errors, and provide a convenient client experience, including online applications and digital document management.
✨ Key Features
- Qualified Intermediary services
- Focus on wealth-building strategies
- Use of technology for streamlined processing
- Online application and digital document management
- Nationwide coverage
🎯 Key Differentiators
- Emphasis on a fiduciary-like, client-centric approach
- Combination of deep expertise with a modern tech platform
- Transparent pricing and educational resources
Unique Value: Combines expert, strategic advice with a streamlined, technology-driven process to help investors not just defer taxes, but actively build wealth through their 1031 exchanges.
🎯 Use Cases (3)
✅ Best For
- Facilitating tax-deferred exchanges across all 50 states.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Investors looking for an investment marketplace rather than a QI service.
🏆 Alternatives
Offers a more advisory and tech-forward approach than traditional, paper-based QIs, and a more specialized focus than large, corporate trust companies.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
🔄 Similar Tools in 1031 Exchange
IPX1031 (Investment Property Exchange Services, Inc.)
A leading Qualified Intermediary (QI) for 1031 tax-deferred exchanges, handling a wide range of tran...
Exeter 1031 Exchange Services, LLC
A national Qualified Intermediary known for its expertise in complex 1031 exchange transactions and ...
Accruit
A leading Qualified Intermediary that also offers a patented 1031 exchange software, Exchange Manage...
1031 Crowdfunding
An online marketplace for real estate investments specializing in 1031 exchanges, particularly Delaw...
Asset Preservation, Inc. (API)
A long-standing and high-volume Qualified Intermediary, now a subsidiary of Stewart Information Serv...
Starker Services, Inc.
The nation's oldest independent Qualified Intermediary firm, founded following the landmark Starker ...