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Convenience, pharmacy, and everyday retail nets vetted for 10-year terms for buyers targeting Fort Worth, TX.
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Qualified Intermediary Services provide essential facilitation for compliant 1031 exchanges in Fort Worth, TX. A Qualified Intermediary, also known as an Accommodator or QI, is a third party requir...
Qualified Intermediary Services provide essential facilitation for compliant 1031 exchanges in Fort Worth, TX. A Qualified Intermediary, also known as an Accommodator or QI, is a third party required by IRS regulations to hold exchange proceeds and prevent actual or constructive receipt of funds by the taxpayer. This service is designed for real estate investors selling relinquished property who need a professional intermediary to structure and execute their exchange transaction.
Our Qualified Intermediary Services include comprehensive exchange facilitation from initial consultation through final closing. We handle all aspects of the exchange process including preparation of exchange agreements, coordination with closing agents, secure holding of exchange proceeds in qualified escrow accounts, and timely distribution of funds for replacement property acquisition. The service ensures strict adherence to the forty five day identification period and one hundred eighty day exchange period deadlines required by IRS regulations.
We work closely with qualified escrow providers to ensure exchange funds are held securely and in compliance with all regulatory requirements. Our team coordinates with your real estate professionals, lenders, and tax advisors to facilitate smooth exchange transactions. For investors in Fort Worth, TX and nationwide, our Qualified Intermediary Services provide the professional oversight necessary to maintain exchange compliance and protect tax deferral benefits.
These paths often pair with Qualified Intermediary Services provide essential facilitation for compliant 1031 exchanges in Fort Worth, TX. A Qualified Intermediary, also known as an Accommodator or QI, is a third party required by IRS regulations to hold exchange proceeds and prevent actual or constructive receipt of funds by the taxpayer. This service.
Convenience, pharmacy, and everyday retail nets vetted for 10-year terms for buyers targeting Fort Worth, TX.
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View serviceA Qualified Intermediary is a third party required by IRS regulations to facilitate 1031 exchanges. In Fort Worth, TX, you cannot receive exchange proceeds directly from the sale of your relinquished property without disqualifying the exchange. The Qualified Intermediary holds your exchange proceeds in a qualified escrow account and transfers them directly to acquire your replacement property, ensuring you never have actual or constructive receipt of the funds. This is a mandatory requirement for all delayed exchanges to maintain tax deferral benefits.
The forty five day identification period begins on the date you transfer your relinquished property. In Fort Worth, TX, your Qualified Intermediary will coordinate with you to ensure proper identification of replacement properties within this strict deadline. You must identify potential replacement properties in writing to your Qualified Intermediary within forty five days, following the three property rule, two hundred percent rule, or ninety five percent rule. Your Qualified Intermediary will document this identification properly to maintain exchange compliance.
In Fort Worth, TX, your exchange proceeds are held in a qualified escrow account managed by an independent escrow provider. The Qualified Intermediary coordinates with the escrow provider to ensure funds are held securely and separately from the Qualified Intermediary's operating accounts. These funds are only released to acquire your identified replacement property or returned to you if the exchange cannot be completed. The Qualified Intermediary never commingles your funds with their own assets, maintaining strict separation as required by IRS regulations.
Boot refers to cash or non like kind property received in an exchange. In Fort Worth, TX, if you receive boot from your exchange, it will be taxable to the extent of your realized gain. Your Qualified Intermediary will work with you and your tax advisor to structure the exchange to minimize boot. However, any boot received will be distributed to you and subject to taxation. The Qualified Intermediary coordinates the distribution of boot separately from exchange proceeds to ensure proper tax reporting.
In Fort Worth, TX, your Qualified Intermediary provides comprehensive exchange documentation including the Exchange Agreement, Assignment Agreements for both relinquished and replacement properties, identification notices, and closing coordination documents. You will receive a complete package of documentation for your tax records, including proof that exchange proceeds were held in qualified escrow and transferred directly to acquire replacement property. This documentation is essential for filing IRS Form 8824 with your tax return.
Example of the type of engagement we can handle
Service Type:
Qualified Intermediary Services
Location:
Fort Worth, TX
Scope:
Facilitate delayed exchange for commercial property owner selling office building and acquiring NNN retail property
Client Situation:
Client sold office building in Fort Worth, TX and identified replacement NNN property within forty five days. Needed Qualified Intermediary to hold exchange proceeds and coordinate closing on replacement property within one hundred eighty day exchange period.
Our Approach:
Prepared Exchange Agreement and Assignment Agreements. Coordinated with qualified escrow provider to hold exchange proceeds securely. Tracked identification and exchange deadlines. Coordinated with closing agents to ensure direct transfer of funds from escrow to replacement property acquisition without client receiving funds.
Expected Outcome:
Exchange completed within required deadlines. Client received complete documentation package for tax filing. Exchange proceeds transferred directly from qualified escrow to replacement property acquisition, maintaining full tax deferral.
Contact us to discuss your situation in Fort Worth, TX. We can share references upon request.
Identification rules
These rules protect exchange buyers in Fort Worth, TX. Each option is valid when you follow the written delivery requirements outlined by your Qualified Intermediary.
Three property rule
Name up to three properties of any value. Provide full legal descriptions and keep backups of delivery receipts.
Two hundred percent rule
Name more than three properties as long as aggregate fair market value stays under 200 percent of the relinquished price.
Ninety five percent rule
Identify any number of assets and close on at least 95 percent of the total value you listed.
Educational content only. Not tax, legal, or investment advice.