What This Includes

Our Qualified Intermediary Referral service connects investors with bonded qualified intermediary partners for 1031 exchanges. This service is designed for property owners who need to identify and engage qualified intermediaries to facilitate their exchange transactions, ensuring compliance with IRS requirements and proper fund handling.

We coordinate with bonded qualified intermediaries who meet IRS requirements for facilitating 1031 exchanges. Qualified intermediaries are essential third parties who hold exchange funds, prepare documentation, and ensure compliance with IRS Revenue Procedure 2000-37. Our referral service helps Albuquerque, NM investors find qualified intermediaries with the experience and bonding necessary for their exchange needs.

Our qualified intermediary referral includes intermediary evaluation, bonding verification, experience assessment, and service capability review. We help Albuquerque, NM investors understand the role of qualified intermediaries in exchanges and ensure they engage professionals who can handle their specific exchange structure. Our process covers forward exchanges, reverse exchanges, and improvement exchanges with appropriate intermediary selection.

We work with intermediaries experienced in various property types and exchange structures. Our team ensures referred intermediaries have the necessary bonding, experience, and capabilities to handle each investor's specific exchange requirements and timeline.

What We Deliver

Qualified intermediary evaluation and selection

Bonding verification and requirements review

Experience and capability assessment

Service offering and fee structure review

Intermediary referral and introduction

Exchange structure compatibility evaluation

Geographic coverage and availability assessment

Ongoing support and coordination

FAQs about Qualified Intermediary Referral

What is a qualified intermediary and why do I need one for a 1031 exchange?

A qualified intermediary is a bonded third party required by IRS rules to facilitate 1031 exchanges by holding exchange funds and preparing documentation. Albuquerque, NM investors cannot use attorneys, accountants, or real estate agents as qualified intermediaries if they have represented them in the last two years. We help Albuquerque, NM investors identify qualified intermediaries who meet IRS requirements and have experience with their exchange structure.

What bonding requirements apply to qualified intermediaries?

Qualified intermediaries for Albuquerque, NM investors must maintain minimum bonding requirements based on the exchange amount. Bonding ensures the intermediary can fulfill their obligations if they become insolvent. We help Albuquerque, NM investors verify intermediary bonding meets IRS requirements and provides adequate protection for their exchange funds.

How do I choose the right qualified intermediary for my exchange?

When choosing a qualified intermediary, Albuquerque, NM investors should consider experience with their property types, exchange structure complexity, geographic coverage, fee structure, and bonding adequacy. We help Albuquerque, NM investors evaluate intermediaries based on their specific exchange needs and provide referrals to qualified professionals with appropriate experience and capabilities.

What services do qualified intermediaries provide?

Qualified intermediaries for Albuquerque, NM investors provide exchange fund holding, documentation preparation, IRS compliance coordination, timeline management, and exchange coordination services. Services may include preparation of exchange agreements, identification letters, and closing documentation. We help Albuquerque, NM investors understand intermediary service offerings and select providers that meet their exchange requirements.

How much do qualified intermediary services cost?

Qualified intermediary fees for Albuquerque, NM investors vary based on exchange complexity, number of properties, and service scope. Fees typically range from $500 to $2,500 or more depending on the exchange structure. We help Albuquerque, NM investors understand fee structures and coordinate with intermediaries to ensure transparent pricing for their exchange needs.

Qualified Intermediary Referral