1031 exchange QIs
Equity Advantage
Equity Advantage, Inc. is a qualified intermediary in Portland, Oregon that has facilitated 1031 exchanges nationwide since 1991. It was started by two commercial real estate investors who had acquired investment property in Oregon and found exchange facilitation in the Pacific Northwest lacking.
The firm handles the full range of exchange structures: delayed exchanges, where the relinquished property sells first; reverse exchanges, where the replacement property is bought first; improvement exchanges, where the replacement property is improved with exchange proceeds; and blended combinations of those. Rather than only preparing paperwork and holding funds, it says it consults with clients before each transaction to work through the specifics of the properties involved, and its team includes people with backgrounds in taxation and investment analysis, contract law, escrow, and real estate.
Two affiliates sit alongside it: IRA Advantage, for buying real estate through a self-directed IRA, and Post 1031, a replacement property listing site. The firm publishes a large body of reference material, including a video library of more than 190 educational videos, a capital gains calculator, Section 121 explainers, guidance on disaster-related exchange extensions, an explanation of Oregon's clawback rule when replacement property sits outside the state, and a walk-through of the Portland Business License Tax and Multnomah County Business Income Tax choices that follow an exchange.
Fees are not published, and the arrangements for holding exchange funds are not described on the pages crawled. The firm's line is 800-735-1031, and it asks to be called before closing, since the exchange paperwork has to be in place first.
Best for
Oregon and Pacific Northwest investors who want an intermediary that will work through the structure before the property sells, and out-of-state investors exchanging into or out of Oregon property. Investors who only want the cheapest document service may not need the consulting.
What they do
- Qualified intermediary for delayed 1031 exchanges
- Reverse exchanges
- Improvement exchanges
- Blended exchange structures
- Pre-transaction exchange consulting
- Oregon and Multnomah County exchange tax guidance
- Self-directed IRA real estate purchases (IRA Advantage)
- Replacement property listings (Post 1031)
Details
| Attribute | Value |
|---|---|
| Founded | 1991 |
| Exchange types | Forward, Reverse, Improvement |
| Fund security | Fidelity bond |
What stands out
- Has facilitated 1031 exchanges nationwide since 1991 from its Portland, Oregon base.
- Handles delayed, reverse, improvement, and blended exchange structures.
- Publishes more than 190 educational videos alongside a capital gains calculator and Section 121 material.
- Explains Oregon's clawback rule and the Portland and Multnomah County filing choices that follow an exchange.