Top 10 Bowling Green 1031 Exchange Qualified Intermediary Companies

Exeter 1031 Exchange Services, LLC is a leading national provider of 1031 Exchange services, including serving as Qualified Intermediary and/or Exchange Accommodation Titleholder for Forward (“Delayed”), Reverse, and Improvement 1031 Exchange strategies.

Exeter 1031 is one of the few Qualified Intermediaries that has any kind of government oversight. Exeter Trust Company is licensed, regulated and audited by the Wyoming Division of Banking.

Exeter works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 Exchange transactions.

Founded in 1989, Chicago Deferred Exchange Company (CDEC) is one of the oldest and largest providers of Qualified Intermediary and Exchange Accommodation Titleholder services for investors looking to structure tax-deferred exchanges under IRC Section 1031.

Since 1989 CDEC has successfully facilitated more than 55,000 tax-deferred exchanges for corporate and individual taxpayers nationwide.

CDEC has commented before the IRS National Office on important industry issues and is a nationally recognized authority on Section 1031 Like-Kind Exchanges. CDEC applied for, and received, several Private Letter Rulings from the Internal Revenue Service (the Service), as well as rulings from the City of New York Department of Finance, the State of New Jersey and the District of Columbia.

Cindy Pham is the South Texas and Louisiana Division Manager with Asset Preservation, Inc. Prior to joining Asset Preservation, Cindy was a commercial broker at Transwestern and has been in the real estate industry for 18+ years.

She has been a licensed real estate broker in Texas since 2003, is an active member of the Certified Commercial Investment Member (CCIM), the International Council of Shopping Centers (ICSC) and Commercial Real Estate for Women (CREW) in Houston.

Cindy has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions, having participated in thousands of closings during her many years working in the real estate industry.

Cindy focuses on educating and servicing investors, attorneys, real estate brokers, agents, accountants, and financial advisors throughout South Texas and Louisiana. She is a Texas Real Estate Commission CE instructor and has taught and presented to many different real estate associations, boards, councils, and brokerages throughout Texas and Louisiana.

Her exchange presentations are practical, thorough, and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies. Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 qualified intermediary and is efficiently handling exchanges throughout the country.

Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national qualified intermediaries in the United States and has successfully completed over 180,000 1031 exchanges throughout the nation.

Cindy is a CCIM designee and holds a bachelor’s degree in Business Administration from The University of Houston, The C.T. Bauer College of Business.

ReSure, LLC strives to empower real estate investors by being a trusted guide to tax and financial tools. We focus on investor education and provide powerful investor tax and financial tools: self-directed retirement accounts, 1031 Exchange, Cost Segregation, along with investor-centric life insurance.

For self-directed retirement account investing, ReSure delivers a variety of tax-advantaged vehicles to achieve results, including checkbook-control IRAs, Solo 401(k)s, Defined Benefit, Cash Balance Plans, and many other tax-favored Qualified Retirement Plans (QRPs).

We possess the experience and credentials to provide unbiased advice regarding business and personal finance. With our principal having an extensive background in management-consulting, due diligence, financial analysis, forensic accounting, alternative investments, asset-based lending, and captive insurance, we have a broad-based foundation.

Whether your contemplating real estate, private lending, asset-based lending (ABL) , merchant cash advance (MCA), litigation finance, viatical or life settlements, hard money loans, or any other investment - we can help you incorporate some tax alpha.

As a leading national 1031 exchange company (qualified intermediary), Asset Preservation, Inc. is committed to providing its exchange customers with unmatched service and the highest level of security available in the 1031 exchange industry.

From the customer’s first contact with an API representative, API’s professional exchange counselors, attorneys and accountants work together to meet the customer’s service needs in order to ensure a smooth transaction with no surprises.

In the background, API management maintains tight financial controls and multi-layered security systems necessary to provide a level of comfort and the quality of performance relied on by sophisticated investors and Corporate America; we call it “The API Advantage™.”