About
Accruit, an Inspira Financial Solution, offers national 1031 Exchange Qualified Intermediary services and technology solutions.
For over 25 years, Accruit has been a national, leading 1031 exchange Qualified Intermediary and Exchange Accommodation Titleholder, specializing in all types of 1031 exchanges from simple to the most complex.
We specialize in this complex, tax deferral strategy to help preserve wealth, build investments, and secure financial wellbeing. Through our modern technology systems, comprehensive set of solutions, and highly credentialed subject matter experts, you can feel confident that the job will be done to the highest standards.
HISTORY
HISTORY
1031 Exchange Services
Our specialists facilitate all types of real estate 1031 exchanges, including:
- Forward Exchanges
- Reverse Exchanges
- Build-to-Suit and Improvement Exchanges
- Specialty "Non-Safe Harbor" Transactions
Additionally, our team has extensive experience structuring complex 1031 exchanges including the following property types or scenarios:
- Conservation Easements, Permits & Leases
- Oil & Gas and Water & Mineral Rights
- Cell Towers, Solar & Wind Farms and Fiberoptic Cables
- Condominium Deconversions
- Large-scale SFR Exchange Programs
- 1031/721 UPREIT Acquisitions
1031 Exchange Software
Accruit’s customized technology, Exchange Manager Pro℠ is a patented 1031 exchange technology solution, hosted on Microsoft Azure. Exchange Managed Pro℠ achieved SOC 2 Compliance after successfully completing a System and Organization (SOC) 2, Type II audit, achieving compliance with the industry leading standards for customer data security.
Benefits of Exchange Manager Pro℠ include:
- Improved accessibility with 24/7 secure, online access to all 1031 exchange data, documents and reports
- Increased efficiency through improved process flow and single-entry data
- Simplified Document Creation: Auto-generates all required exchange agreements, assignments, and notifications
- Data Security through electronic document execution for a paperless process
Exchange Manager Pro℠ drives bottom line results, consistent delivery of services, and state of the art security through efficient workflows and the automation of routine, repetitive processes supported by industry professionals.
Advocacy
As a Board-level member of the Federation of Exchange Accommodators (FEA), Accruit is actively involved in the association’s efforts in Washington, DC to engage and educate legislators and others on the value that 1031 Exchanges represent to the nation’s economy.
- Brent Abrahm, Accruit’s CEO, is a past FEA President and former Co-Chair of the FEA’s Government Affairs Committee.
- Max A. Hansen, one of Accruit’s Managing Directors, is a past FEA President, former Co-Chair of the FEA’s Government Affairs Committee, and still an active member on the Committee.
- David Gorenberg, one of Accruit's Managing Directors, is a past FEA President and former Co-Chair of the FEA's Ethics Committee, and still an active member of the Committee.
- Steve Holtkamp, Accruit's Senior Managing Director and Chief Revenue Officer, is a current FEA board member and Treasurer.
- Mark Adams, Senior Director, joins Steve as a current FEA board member.
Education and Training
As part of our mission to educate on and advocate for the 1031 industry, we regularly host webinars and trainings on a variety of topics, including:
- Concepts of 1031 Exchanges
- Using 1031 Exchanges as a Sales Tool
- Advanced 1031 Exchange Concepts
- Estate Planning with 1031 Exchanges
- State Specific Real Estate Continuing Education Courses
We are happy to meet with you and your team, whether in your office or virtually, to help your team better understand 1031 Exchanges and how to offer them to your customers.
Our team of 1031 Exchange Subject Matter Experts and Sales Executives are available to co-present on one of your webinars as well.
GROWTH
Accruit completed the strategic sale to Inspira Financial allowing for accelerated growth and additional opportunities to continue revolutionizing the 1031 exchange industry.
American Equity Exchange
Founded by Max Hansen in Dillon, Montana, American Equity Exchange managed thousands of successful exchanges from 1991 to 2018. Max Hansen, now executive vice president at Accruit, represented clients in real estate transactions, including 1031 exchanges, for 42 years. Hansen has actively practiced law since 1976, is a past president of the Federation of Exchange Accommodators and still serves on the FEA Board of Directors and the Government Affairs Committee.
Bankers Escrow
One of the largest full service escrow companies in Colorado, Bankers Escrow has facilitated tax and insurance reserves, installment land contract and wrap-around mortgage servicing, lease to purchase arrangements, software code escrows, and document and cash holding escrows since 1991.
North Star Deferred Exchange
North Star Deferred Exchange has provided Qualified Intermediary (QI) and Exchange Accommodation Titleholder (EAT) services for exchanges of real and personal property since 1991.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the financial journey.
They work with businesses and individuals to create a brighter future for all. Helping more than 7 million people save and invest.
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