Managed Service
Offer 1031 Exchange Services and Generate New Revenue through our 1031 Exchange Platform
Managed Service allows you to maintain the relationship with your client while we act as your back-office Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary (QI). Through this turnkey, white-labeled solution, all communication and exchange documents are custom branded providing a personalized experience to your marketplace.
Leveraging Exchange Manager Pro℠, Managed Service, allows you to offer 1031 exchange services to your existing clientele through our proprietary offering and its' seamless integration with our experts.
Exchange Manager Pro℠, our patented technology, automates much of the 1031 exchange process, so you are able to focus time on retaining your customer base, growing your business, and generating income through a new service offering.
Managed Service Offers Unique Benefits Including:
Drive new income through a
favorable revenue share
Provide a better, more efficient
customer experience
No more turning away customers
or referring clients to competitors
What's Included
Managed Service is a white-labeled "QI in a Box" solution. We provide the platform and tools for you to offer 1031 exchange services.
Whether you are looking to integrate a new service offering into your existing business or looking to "Go Independent" without having to start a QI from the ground up - Managed Service is the solution.
Inherit the following on Day 1:
- $50 million Fidelity Bond, $25 million Errors & Omission, and $20 million Cyber Liability
- Access to Accruit's team of experts which includes five staff attorneys, CPAs, and Certified Exchange Specialists®
- A dedicated Exchange Officer in the back-office to process exchanges
- Educational resources and training opportunities
- Customizable marketing materials to go to market with your new service offering
Is Managed Service Right for You?
While anyone can start a Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange Service offering with Managed Service, common businesses looking to get involved in 1031 exchanges include:
- Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange Professionals
- Title/ An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow Companies
- Commercial Real Estate Brokerages
- Real Estate Attorneys
- Accountants/CPAs
- Wealth Managers
- DST Providers
- Veteran Qualified Intermediaries
Managed Service allows you to offer 1031 exchange services without conflicting yourself as an advisor in other capacities.
Managed Service Process
Step 1
Identify a potential 1031 exchange opportunity and qualify them for an exchange.
Step 2
Collect and submit initial information and documentation for the exchange into web-based Exchange Submission Portal.
Step 3
Sit back, relax, and allow Accruit's experts to process the exchange with your custom branded documents, while you remain on all communication.
