1031 Tax Deferred Exchanges
and Holdback Accounts
A §1031 Tax-Deferred Exchange is one of the last tax shelters allowed by the Internal Revenue Service. It is a transaction in which a taxpayer exchanges investment property for like-kind property and defers the payment of capital gain taxes. There are important rules which must be followed to effectuate a valid exchange. We have included a detailed description of these rules and procedures in this website.
Exchange Resources, Inc. has regional offices located in Los Angeles, San Francisco, Orange County, and Dallas. Our corporate headquarters is located in San Diego, California. We handle simultaneous, delayed, build-to-suit, reverse, and personal property exchanges. In addition, we specialize in Escrow Holding accounts. Our professional staff has over 110 years of combined real estate experience. Legal counsel and a full time staff of exchange administrators are available to handle all your exchange questions. In addition to Errors and Omissions Insurance, we carry a Fidelity Bond to insure the safety of funds while in our possession.
Knowing that exchange transactions can be complicated and sometimes frustrating, we encourage you to contact our office should you have any questions or concerns. Taxpayers should always consult with their own accountant or tax attorney to obtain legal and tax advice.
We appreciate the opportunity to be of service to you, and look forward to working with you on your next Tax-Deferred Exchange. Thank you.
The Professional Staff at Exchange Resources, Inc.
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Exchange Resources, Inc.
8885 Rio San Diego Dr. Suite 135
San Diego, CA 92108

Office: 619-528-1031
Fax: 619-528-4290
Toll Free: 877-799-1031
E-Mail: info@exchangeresources.net
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