1031 exchange QIs
Texas 1031 Exchange Company
The Texas 1031 Exchange Company is a qualified intermediary for IRC Section 1031 exchanges, based in Seguin, Texas. It states that it serves clients all over the United States, with most work arriving as referrals from clients, CPAs, attorneys, and real estate professionals.
Its published material explains what still qualifies after the Tax Cuts and Jobs Act ended personal property exchanges: ranch and farm land, rent houses, office buildings, residential and commercial lots, conservation easements, water rights, rights-of-way, mineral rights, interests in a DST or TIC, and 30-year leases. It also covers less obvious cases, such as the leased side of an owner-occupied duplex, the office portion of a home with a business office, and royalty and working interests in proven oil and gas property. Guides cover basis and gain, identifying replacement property, and state-level requirements, including the Washington State exchange facilitator rule at RCW 19.310.040.
Both of the firm's exchange officers hold the Certified Exchange Specialist designation, awarded by the Federation of Exchange Accommodators after a work-experience requirement and an exam, earned in 2006 and 2008. Both have facilitated exchanges since 2003, and both hold Texas real estate salesperson licences without listing or selling property.
The site does not publish exchange fees, how exchange funds are held or bonded, or whether reverse and improvement exchanges are offered. Ask about all three before signing exchange documents.
Best for
Texas ranch, farm, and rural landowners and their CPAs who want a Certified Exchange Specialist on a delayed exchange. Confirm availability first if a reverse or improvement exchange is needed.
What they do
- Qualified intermediary for delayed 1031 exchanges
- Farm and ranch exchanges
- Property qualification review
- Replacement property identification guidance
- Basis and gain analysis explanations
- Conservation easement and water rights exchanges
Details
| Attribute | Value |
|---|---|
| Memberships | Certified Exchange Specialist (CES) designation held by both exchange officers |
What stands out
- Both exchange officers hold the Certified Exchange Specialist designation from the Federation of Exchange Accommodators, earned in 2006 and 2008.
- Both have facilitated exchanges full time since 2003.
- States that it serves clients all over the United States, mostly by referral from CPAs, attorneys, and real estate professionals.
- Publishes a separate requirement note for relinquished property in Washington State under RCW 19.310.040.