1031 exchange QIs
Gain 1031 Exchange Company
Gain 1031 Exchange Company, LLC is a qualified intermediary that facilitates 1031 tax-deferred exchanges of real estate. It handles forward exchanges and reverse exchanges, and publishes fact sheets and articles on the seven steps of an exchange, calculating gain, vacation homes, who may act as a qualified intermediary, and the taxes due on a sale.
The company says it focuses exclusively on exchanges and works with clients and their own tax professionals to decide whether an exchange makes sense before the sale closes. Its stated approach is to answer questions in plain terms for clients who are not familiar with the process, and it asks to be contacted to set up an exchange rather than after a closing.
The firm's president has worked full time in the exchange industry since October 2005, is a Certified Exchange Specialist, and is a 12-year member of the Federation of Exchange Accommodators. Offices are listed in Bloomington, Minnesota; Brookfield, Wisconsin; and Fort Myers, Florida, with separate phone lines for each. The company was a sponsor of the Wisconsin Land Title Association annual convention in September 2026.
Coverage is described inconsistently across the contact pages: one says the company services Wisconsin and Minnesota plus North Dakota sellers, another says Wisconsin, Minnesota and Florida. Named cities span Minneapolis, St Paul, Rochester, Duluth, Milwaukee, Madison, Green Bay, Appleton, Eau Claire, La Crosse, Fargo, Bismarck, Grand Forks, Moorhead, Sioux Falls and Fort Myers. Fees are not published; ask when the file is opened.
Best for
Sellers of Minnesota, Wisconsin, North Dakota or Florida investment property who want a local intermediary that does nothing but exchanges. Call before the sale closes, and ask for a fee quote, since none is published.
What they do
- Qualified intermediary for forward 1031 exchanges
- Reverse 1031 exchanges
- Exchange set-up and coordination with the client's tax adviser
- Pre-sale consultations on whether an exchange fits
- 1031 exchange fact sheets and educational resources
Details
| Attribute | Value |
|---|---|
| Other offices | Brookfield, WI, Fort Myers, FL |
| Memberships | Federation of Exchange Accommodators member, Certified Exchange Specialist (CES) held by the firm's president |
| Exchange types | Forward, Reverse |
| Fund security | Segregated accounts |
What stands out
- Focuses exclusively on 1031 exchanges; the firm's president has worked full time in the exchange industry since October 2005.
- The president is a Certified Exchange Specialist and a 12-year member of the Federation of Exchange Accommodators.
- Offices in Bloomington, Minnesota; Brookfield, Wisconsin; and Fort Myers, Florida, each with its own phone line.
- Sponsored the Wisconsin Land Title Association annual convention in September 2026.
Common questions
- What is a 1031 tax-deferred exchange?
- It is the sale of real estate and the purchase of other real estate, treated by the IRS as an exchange of a relinquished property for a replacement property rather than a sale and a purchase, provided the proper procedures are followed. That treatment defers taxes that would otherwise be due on the sale, including capital gains tax, depreciation recapture tax, net investment income tax and state taxes.
- When should an owner consider an exchange?
- The company frames it as two questions: will capital gains tax be due on the sale, and does the seller want to continue owning real estate? If the answer to both is yes, an exchange is worth considering. Many other factors affect whether it will work for a particular taxpayer.
- Who can complete a 1031 exchange?
- Any taxpaying person or business entity, including partnerships, trusts, LLCs and corporations. The person or entity that is the seller of the relinquished property must be the same person or entity that acquires the replacement property.