
Private Client Group
Specialized 1031 experts providing tailored qualified intermediary solutions aligned with the client's goals and objectives.
Accruit’s Private Client Group boasts expertise in complex 1031 exchanges combining personalized service with highly credentialed experts to deliver a unique experience.
Explore various 1031 exchange structuring models as a tax deferral strategy with our team. Our goal is to understand the clients’ objectives and enhance the multi-disciplinary approach by working in tandem with the team of advisors.
Financial Strength
As part of Inspira Financial, a leading financial services company, all exchange funds held by the Accruit are protected by some of the highest coverage levels in the industry, tailor-made for high-net-worth clientele.
Areas of Focus
Family Office & Institutional Investors
Proactive 1031 support and guidance to in-house counsel on the disposition and acquisition of real estate held by Family Offices and Institutional Investors to ensure a cohesive tax deferral strategy and execution.
- Provide custom agreements to suit the Exchangers needs related to security of funds and tailored transactional documentation for the acquisition and disposition of real estate
- Extensive knowledge of real estate within overall investment strategies, including alternative investment structures such as Limited Partnerships, Tenant-In-Common (TICs), Delaware Statutory Trusts (DSTs), 721/UPREIT Contributions, and REITS.
Law Firms
Supports real estate and trust and estate practices within law firms as a specialized resource working closely with attorneys advising high-net-worth clients and institutions.
- Strategize best method for the disposition and acquisition of real estate to achieve optimal tax deferral
- Resource for complex, as well as nuance scenarios surrounding regulatory compliance and transactional complexities including partnerships, seller financing, and personal property versus real property
Tax Advisors
Based on our understanding of the critical role tax reporting plays in a 1031 exchange, we collaborate with tax advisors on complex structures to secure their approval of the overall transaction and confirm alignment before proceeding.
- Ability to immediately recognize tax implications of a particular issue and move to introduce the CPA to diagnosis and address for a favorable tax outcome
- Proactive collaboration with tax advisors to obtain approval of overall structure for tax reporting purposes
Wealth Management
Bridge a knowledge gap for wealth advisors, enabling them to incorporate real estate holdings into their high-net-worth clients’ overall portfolios to provide a total wealth solution.
- Conduct exploratory discussions for and provide strategy proposals for contemplated exchange transactions
- Provide wealth advisors a value-add service to differentiate themselves as a total wealth solution
- Real-time transparency into exchange transactions through an integrated platform that provides automated notifications, ensuring visibility into cash flow and awareness of critical deadlines.

Differentiated approach
Accruit completed the strategic sale to Inspira Financial allowing for accelerated growth and additional opportunities to continue revolutionizing the 1031 exchange industry.
Proactive collaboration
Our members coordinate with your trusted team of professional advisors, including CPAs, attorneys, wealth managers, and financial planners to develop a unified strategy to achieve your goals.
Trusted Expertise
All members are highly credentialed and experienced including Certified Exchange Specialists (CES®), CPAs, 1031 specialized attorneys, or MBAs. Average tenure of members exceeds 15 years.
Commitment to Excellence
Members are focused on a foundation of trust through fewer relationships, which allows for personalized service with transparent processes and quick response times.
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
Powered by patented 1031 workflow technology, the exchange process is efficient, digital, and allows for transparency to all interested parties via an online portal.