Choosing the right Qualified Intermediary to facilitate your 1031 exchange is a very important decision. If you choose us to handle your 1031 services, we promise that you will not be disappointed. The following are several aspects of our approach that set us apart from other exchange facilitators.

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We care:
At RI 1031 Exchange Company we have a completely client-focused approach to operating our firm. Our goal in all that we do is to provide clients with outstanding service. With 1031 exchanges being the sole focus of our firm, we are able to provide every client with the time and attention to detail in which they deserve.

We are local and accessible:
We pride ourselves on being available and accessible to our clients. Given the nature of 1031 exchanges, we know how important it is for us to be reachable. We can always be contacted by phone and email, and we are diligent about timely, thorough replies. We also truly value time spent face to face with others, and our flexibility allows us to meet where and when it is most convenient for clients. Furthermore, being a local firm allows us to attend closings on the sales and purchases of property in the area.

We are experienced:
Our principal, Barbara, is a federally licensed enrolled agent and former IRS agent with years of experience executing 1031 exchanges. Her extensive tax background and expertise drive our ability to deliver solutions to a multitude of 1031 situations, ensuring compliance with the complex requirements of the Internal Revenue Code.

We value team work and communication:
When clients select us, we consider ourselves a member of their team of professionals. We work closely with CPAs, lawyers, and real estate agents when it comes to any phase of the 1031 process. We are meticulous about keeping in touch with others and this is crucial amidst time-sensitive real estate transactions.