The Security of a 1031 Exchange

Learn how a 1031 Exchange protects your assets and fortifies the security of your real estate investment holdings.

Gain peace of mind and secure your funds with our patent-pending process today!

Our security protocols ensure that your money will be kept safely in your exchange account. How? Simple – it’s all in the type of account that we open with the bank, and the proprietary process we follow to send outgoing wires. It’s so secure compared to the industry standard that we have a patent-pending on it.

Every secure exchange we open includes a Segregated Bank Account where each investor’s funds are separately held, rather than being commingled in our General Trust Account.”

Once the account is funded, we hold your funds in trust until you direct us to disburse them for the purchase of new property. In addition to our Fidelity Bond and Errors & Omissions insurance, we have the capability to offer full FDIC coverage on Exchanges over $2 million (please call us for details.)

When you’re ready to request funds for the purchase of a new property, our patent-pending process for outgoing wires protects you against wire fraud using a series of double checks between our firm, you (the Client), and the escrow representative or attorney handling the purchase. Much like a bank, we also use two-factor authentication to further secure your account and wire authorization – and that’s what you need! If you have further questions about our security protocols, please give us a call at (866) 944-1031.

Ready to get started?

We know that 1031 exchanges, real estate financing, and everything in between can be confusing, and a 10 minute phone call can help clear things up. So give us a call or schedule a consultation today, and we’ll be happy to talk through your specific needs.