Qualified Intermediary Services
Accruit Private Client Group offers specialized 1031 expertise, personalized service and seamless execution.
Every 1031 exchange is unique. Accruit’s Private Client Group brings together experienced 1031 professionals, attorneys, CPAs and Certified Exchange Specialists (CES®) to deliver tailored Qualified Intermediary services aligned with each client’s goals, transaction and investment objectives.
Whether a straightforward forward exchange or a highly complex transaction involving multiple properties, entities or ownership structures, our team provides the expertise, collaboration and oversight needed to navigate the exchange from strategy through execution.
A Different Approach to 1031 Exchange Services
At Accruit, Qualified Intermediary services are delivered through our Private Client Group—a specialized team designed to provide a more personalized, high-touch experience while maintaining the resources, security and technology of a national 1031 exchange provider.
Our professionals work proactively with clients and their trusted advisors, including CPAs, attorneys, wealth managers and financial planners, to understand the broader objectives surrounding a transaction and identify opportunities to structure the exchange appropriately.
The result is a coordinated approach that combines deep 1031 expertise, personalized service and technology-enabled execution.
Proactive Collaboration
We coordinate with your trusted team of professional advisors to create a unified approach to the exchange and its role within your broader financial and real estate strategy.
Trusted Expertise
Our team includes highly experienced 1031 specialized attorneys, CPAs and multiple Certified Exchange Specialists (CES®) with decades of combined experience navigating complex 1031 transactions.
Personalized Service
A focused client model allows our professionals to build deeper relationships, provide responsive communication and deliver a more personalized exchange experience.
Strategic Planning
Comprehensive analysis of your real estate assets to craft a forward-looking tax deferral strategy aligned with your investment objectives.
Tailored Solutions
Benefit from personalized guidance to complex issues provided by seasoned attorneys who possess a deep understanding of the legal and regulatory complexities of IRC §1031.
Seamless Execution
Our technology-powered workflow streamlines documentation, communications, deadlines and transaction management while providing transparency throughout the exchange process.
Comprehensive 1031 Exchange Expertise
Accruit’s Private Client Group is a national leading 1031 Exchange Qualified Intermediary and Exchange Accommodation Titleholder equipped to facilitate exchanges ranging from straightforward transactions to highly complex structures, including:
- Forward Exchanges
- Reverse Exchanges
- Built-to-Suit and Improvement Exchanges
- Leasehold Improvement Exchanges
- Multiple Buyers and Sellers
- Seller Financed Transactions
- High-Volume Exchangers
- Multiple Relinquished and Replacement Properties
- Fractional Interests, Delaware Statutory Trusts (DSTs) and Tenants in Common (TICs)
- Exchanges Involving Mixed-Use Properties
- Exchanges Involving Properties Owned Within Entities
Our team is available to discuss your transaction and potential exchange strategy at no cost or obligation.
Expertise Across All Areas of Real Estate
1031 exchanges can play an important role in a wide range of real estate investment strategies. Accruit provides specialized expertise across the transactions and investor profiles we serve.
Agriculture & Land
Specialized 1031 expertise for agricultural properties, land holdings and complex real estate transactions.
Explore Agriculture & Land
Commercial
Experienced guidance for commercial real estate transactions involving complex ownership structures, multiple properties and sophisticated exchange strategies.
Explore Commercial Real Estate
Institutional Investors
Scalable exchange solutions and specialized expertise for institutional investors, high-volume exchangers and complex portfolios.
Explore Institutional Investors
Wealth Management
A collaborative approach for wealth managers, financial advisors, family offices and their clients seeking to incorporate 1031 exchanges into broader real estate and wealth strategies.
Explore Wealth Management
The Private Client Group Difference
Expertise That Goes Beyond the Transaction
When choosing a Qualified Intermediary (QI) to handle your 1031 Exchange, it is essential to exercise due diligence to ensure the proper and successful completion of your exchange. While there are many Qualified Intermediaries out there, not all are created equal. Accruit brings a boutique-style approach to every exchange, pairing the scale and resources of a national QI with the personalized service and specialized expertise that set us apart.
Decades of 1031 Experience
Accruit and its subsidiaries have been actively involved in real estate, trust administration and 1031 exchange transactions since 1978. Our executive and exchange operations teams bring more than two centuries of cumulative 1031 experience.
Highly Credentialed Professionals
Accruit has six staff attorneys, one Certified Public Accountant (CPA), and eight Certified Exchange Specialists (CES®) on staff. CES® is a designation developed by the Federation of Exchange Accommodators (FEA) and obtained only after years of experience, qualification and testing, on staff and more in training.
Safety and Security of Exchange Funds
Accruit works with depositary banks uniquely situated to provide for the safety and security of exchanger funds, all funds are held in segregated bank accounts. Accruit has the ability to provide dual signature accounts requiring exchanger approval before the movement of exchanger funds. It also has the ability to provide qualified trust and escrow accounts to further protect deposits.
Fidelity Bonding and E&O Insurance
Accruit holds the highest levels of safety and security of funds that exceeds best practices and state regulatory requirements. Accruit maintains coverages of $50 Million Fidelity Bond, $25 Million Errors & Omissions, and $25 Million Cyber Liability.
1031 Exchange Technology
Accruit developed the industry’s only 1031 Exchange workflow technology Exchange Manager Pro℠. Exchange Manager Pro℠ provides a standardized workflow with automated deadline reminders and document creation increasing efficiencies and reducing the potential for errors throughout the 1031 exchange process.
Dedication to the 1031 Exchange Industry
Accruit’s long-standing commitment to the Federation of Exchange Accommodators (FEA) includes multiple past presidents, five past and present FEA board members and multiple FEA committee members. Accruit has helped lead efforts in Washington, D.C. to preserve Section 1031 exchanges for exchangers.
Regulatory Measures
It’s important to note that there is currently no federal regulation of qualified intermediaries. However, with the help of the Federation of Exchange Accommodators (FEA), a number of states, have begun taking the lead in assuring higher professional standards for QIs. Some of the newly enacted requirements (which can vary from state to state) include:
- Qualified escrow and/or trust accounts for client funds
- Minimum bond and insurance requirements
- Fund withdrawal authorization requirements
- Registration and licensing requirements for QIs
- Investment limitations on exchange proceeds
These are just some of the new state level regulatory requirements for QIs, and Accruit has taken a leadership role in making sure that legislators are fully informed in order to properly protect exchangers.